Commodities, metals & energy market updates
Short updates on commodities and commodity markets, including precious metals, industrial metals (e.g. copper), energy (oil/crude, nuclear/uranium, power/electricity themes) and agriculture — plus miners, producers and supply/demand dynamics.
PHYSICAL GOLD RUSH
It's not just Central Banks anymore
In the first 4 days of April 2025, over 52K COMEX 100 Gold Futures contracts have been requested for physical delivery
Only 4 days in & it's already x2 of January interest
Physical gold in high demand
Silver Physcial Delivery Demand HIGH
CME's COMEX & NYMEX Metal Delivery Notices show a MASSIVE demand for physical silver
16.1K futures contract for delivery/physical settlement, up x3 from a year ago
A.K.A. tariffs effect on silver
Investors are HOARDING silver
