2026
9 articles tagged 2026.
Silver in 2026: Industrial Demand, Solar, and the Supply Deficit
Silver is headed for a sixth straight deficit in 2026, per the Silver Institute, even as solar makers cut silver use per cell by 15% or more.
Canada’s Critical Minerals Strategy in 2026: Where the Money Is Going
A dated breakdown of federal critical minerals money in 2026: the CMIF, Budget 2025’s new funds, the Critical Minerals Accelerator and allied deals.
Central Bank Gold Buying in 2026: What the Official Data Shows
Central banks bought an estimated 345 tonnes of gold in H1 2026, led by Poland and China, while Russia and Turkey sold. Here is the data.
Canada and US Trade in 2026: Tariffs, Resources and What Changed
A dated timeline of 2026 U.S. and Canadian tariff actions on metals, energy and critical minerals, plus where the CUSMA review stands.
What Drove Gold’s Move From July to September 2026
Gold was flat in July, rose 13.3% in August on ETF and futures buying and a softer dollar, then cooled after the Fed hiked on Sept 16.
Gold Miner M&A in 2026: The Big Deals So Far and What Buyers Paid
Five gold deals above US$2 billion were announced in 2026. Premiums ran from 72% to zero, three closed, one collapsed and one is pending.
Bank of Canada Rate Decisions in 2026 and What They Mean for Small Caps
The Bank of Canada has held at 2.25% at all six 2026 decisions. A dated table of each call, why the Bank held, and the remaining announcement dates.
Silver in 2026: The Industrial and Monetary Case
Silver reached $121.62 in 2026. Inside the five-year supply deficit, industrial demand, and China’s export controls on the white metal.
Gold in 2026: What Is Driving the Rally to Record Highs
Gold hit $5,595 in 2026. A look at central bank demand, the weaker dollar, and why mining equities still trade below their margins.The μ Letter
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