How M&A and the Unicorn Strategy are Reshaping Gold Miners

As gold prices are facing short-term volatility, its associated mining sector is undergoing a structural transformation characterized by a resurgence in strategic dealmaking.

ETF Trends • May 4, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026

Gold Is Now a Strategic Mineral: Mining ETFs in Focus

Gold's strategic push and strong prices are boosting mining ETFs like GDX, RING and SGDJ, offering investors a compelling entry point amid recent dips.

Zacks Investment Research • Apr 24, 2026

Why Invest in Rare Earths? Consider These Three Use Cases

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

ETF Trends • Apr 20, 2026

As Oil Prices Struggle, Keep an Eye on Uranium

Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.

ETF Trends • Apr 6, 2026

Structural Silver Deficit: Navigate Volatility With a Dual-Asset Approach

Silver is entering its sixth consecutive year of a structural supply deficit, as global production fails to keep pace with the massive demand required for the clean energy transition and AI infrastructure.

ETF Trends • Mar 31, 2026

Navigating 2026's Geopolitical Shift With Gold Miners

As we move through the geopolitical challenges in the first quarter of 2026, the global financial landscape is witnessing a classic flight to safety. In addition to the current geopolitical friction, fluctuating central bank policies and a cautious outlook on global growth are reigniting demand for precious metals.

ETF Trends • Mar 5, 2026

As Prices Dip, Strike While the Iron (and Gold) Is Hot

Despite falling below $5,000 recently, it could be an opportune time to strike and purchase the dip in gold prices. Fundamental demand drivers could continue to push the precious metal higher through the rest of the year.

ETF Trends • Feb 23, 2026

Gold And Its Miners: The Structural Bull Market Isn't Over

Gold and gold mining ETFs remain a 'buy' as structural drivers—central bank buying, de-dollarization, and fiscal deficits—support sustained high gold prices. Miners like Agnico Eagle, Newmont, and Kinross are generating record free cash flow, strengthening balance sheets, and increasing shareholder returns. Despite a 65% gold rally in 2025, miners still trade at valuations assuming lower gold prices, presenting a valuation gap and further upside potential.

Seeking Alpha • Feb 24, 2026

How the Copper Rally May Fare in the New Year

Gold and silver were not the only metals to see breakout performances in the later half of 2025.  Much like these other metals, copper also closed out last year in a highly favorable position.

ETF Trends • Jan 6, 2026