新华财经北京1月8日电（吴郑思）1月8日，国内金属板块全线回调，尤其是贵金属跌幅明显。截至收盘，除多晶硅封板跌停以外，铂、镍、银的跌幅均在 6%左右，工业硅、钯分别跌超4%和3%，铜、铝、铝合金、铅等主要金属也均跌超2%。黄金盘中跌超1%，但尾盘跌幅小幅收窄至0.72%。 | 序号 | 合约名称 | 涨幅器 | 最新 涨跌 | 持仓量 | 日增仓 | 沉淀资金 | 资金流向 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 多晶硅2605 M | -9.00% | 53610 -5300 | 58049 | -9751 | 28.01 亿 | -7.57 亿 | | 2 | 集运欧线2602 M | -8.98% | 1706.0 -168.3 | 20008 | -1803 | 5.80 乙 | -7940万 | | 3 | 铂2606 M | -6.72% | 575.00 -41.40 | 31499 | -763 | 54.34 Z | -3.59亿 | | イ | 沪镍2602 M | -6.14% | 136440 -8930 | ...

(Bloomberg) — China’s metal markets are in the grip of a speculative frenzy, with trading values in Shanghai surging more than 260% from a year earlier, as traders and deep-pocketed funds pile into commodities like copper, nickel and lithium. Open interest has surged to a record across the six base metals traded in Shanghai, pointing to robust sentiment as investors bet on global supply tightness, resilient industrial demand and a more supportive interest-rate backdrop in China and the US. Heightened geop ...

January 7th, 2026 – TheNewswire - Rockport, Ontario– New Age Metals Inc. (TSX.V: NAM | OTCQB: NMTLF | FSE: P7J) (“NAM” or the “Company”) is pleased to announce a summary 2025 Chairmans Message and Go-Forward Plan for 2026. In this press release, NAM is also to update  shareholders on recent developments in its equity investment in MetalQuest Mining inc (TSXV:MQM).  Chairman and CEO Harry Barr states, “2025 is behind us and was an excellent year. However, we look ahead to 2026 and are extremely excited abou ...

Silver and platinum plunged, extending a recent run of exceptional volatility as traders weighed index rebalancing sales, supply constraints and the risk of potential US tariffs. Gold also declined. Spot platinum slid as much as 7.7% and silver tumbled as much as 6%, though both metals are still up for the month so far. Silver had powered to a record high above $84 an ounce in late December as strong retail investor appetite, particularly in China, buffeted prices in thin trading over the holiday period. ...

Core Viewpoint - The recent military actions by the U.S. against Venezuela are a manifestation of geopolitical competition and resource contention, particularly affecting the markets for non-ferrous and precious metals, as well as the associated cost impacts on industry [1]. Group 1: Geopolitical Risk Transmission Mechanism - Venezuela's metal resources are highly concentrated, with the Orinoco iron ore belt holding 92% of the country's total iron ore reserves, estimated at 21 billion tons, with an average grade of 45%-65% [2]. - The country has significant gold resources, with production concentrated in Bolívar state, accounting for 60%-70% of national output, but extraction costs are 23% higher than the global average due to depths exceeding 300 meters [2]. - U.S. sanctions have historically disrupted supply chains, with recent expansions affecting nickel, aluminum, and palladium, leading to a 42% drop in Venezuela's metal exports in 2023 [6]. Group 2: Key Metal Supply and Demand Analysis - The risk of supply interruption for bauxite and alumina is significant, as Venezuela's aluminum industry has severely contracted due to economic collapse and sanctions, with only one operational aluminum plant remaining [9][10]. - Copper production in Venezuela has not yet shown significant output changes, but regional instability could lead to supply disruptions, exacerbating raw material shortages [13]. - Nickel resources in Venezuela are abundant, but political instability has halted exports, reshaping the global nickel market dynamics [15]. Group 3: Regional Market Differentiation Trends - The geopolitical situation is expected to impact logistics channels, with increased transportation costs and disruptions in shipping routes affecting metal prices, particularly for copper and nickel [7][8]. - The operational stability of key ports in Venezuela is declining, which could restrict exports of copper products to China [8]. Group 4: Corporate Emergency Strategy Matrix - Companies should establish safety thresholds for raw material inventories to mitigate supply chain disruptions [4]. - Long-term contracts should include force majeure clauses to protect against unforeseen geopolitical risks [4]. - A combination of futures hedging tools should be optimized to manage price volatility in the metal markets [4].

李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 白银于2025年升幅达147%，2025年金银比累跌33.4%。 铂金2025年升幅达127%，但历史上，一安士铂金平均能换60多安士白银，而最近1安士铂金仅能 换29.5安士白银，处于历史最低水平；反映相对白银，铂金现在的估值是历史上最便宜的。 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继 而反映现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据， 记录日为刚过去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 因为美国政府停摆，CFTC公布期货市场多空持仓 数据仅更新至12月23日 。 纵使2025年美国期货市场黄金基金合约的净多水平收缩，但金价仍升幅达64.4%，反映实物需求远 超于期货市场透过杠杆来拖金价的后腿。 伦敦铜价2025年升43.7%。 LSEG Workspace用户可以搜寻CFTC寻找最新数据： | | COMEX黄金 | | COMEX白银 | | Nymex铂金 | | Nymex把金 | | ...

Gold (GCG26) and silver (SIH26) prices were higher again in early U.S. trading Tuesday on safe-haven demand following the weekend U.S. raid in Venezuela that captured its president and left precious metals traders pondering what lies ahead, geopolitically, in the coming months. www.barchart.com www.barchart.com Copper (HGH26) futures climbed above $6 per pound overnight, hitting a new record high amid expectations of a further tightening in global supplies this year. “Traders are increasingly concerned ...

Wall Street has kicked off 2026 on a strong footing, with large-cap indexes heading toward a third straight session of gains on Tuesday.By midday trading in New York, the Dow Jones Industrial Average rallied nearly 1%, extending record highs as investors rotated into cyclical and blue-chip stocks.Silver broke above $80 an ounce, jumping more than 5% amid persistent supply shortages. Platinum surged 8.1% after Monday's sharp advance, while palladium gained 6.5%.Gold climbed for a third consecutive session, u ...

Gold rose as traders looked beyond tensions in Venezuela toward a busy lineup of economic data in the US. Silver rallied for a third day. Spot gold climbed about 1.1% on Tuesday to trade above $4,495 an ounce, after gaining 2.7% in the previous session following the US capture of Venezuelan leader Nicolás Maduro injected fresh geopolitical uncertainty into markets. Most Read from Bloomberg While the political landscape in the South American nation remains fragile, traders turned their attention to a sl ...

Financing - Renforth Resources Inc. has completed a flow-through financing, raising $200,000 by selling shares at $0.02 per share, with proceeds allocated for drilling on the Victoria polymetallic deposit near Malartic, Quebec [2][6] - A final closing for the sale of common share units is anticipated on or before January 16, 2026 [2][6] Victoria Polymetallic Deposit - The company is permitting approximately 1000 meters of drilling on the Victoria deposit, expected to commence in February [4][6] - Previous drilling results include significant intersections, such as 0.55% Cu over 10.5 meters and 0.46% Ni over 12 meters, indicating potential for extending mineralization beyond currently modeled domains [4][5] Assay Results - Renforth's geologists have submitted 99 core samples for platinum and palladium analysis, with results expected this month [3][6] - Previous tests have confirmed the presence of platinum and palladium within the mineralized ultramafic package, which will be included in the next resource statement for Victoria [3] Annual General Meeting - The company held its Annual General Meeting on December 15, with all matters before the meeting passing successfully [7] Company Overview - Renforth Resources is focused on advancing gold and polymetallic projects in Québec's Abitibi mining district, with its flagship asset being the Parbec Gold Deposit, which hosts 265,800 ounces of gold in the Measured and Indicated categories [9] - The company also controls the Malartic Metals Package, which includes the Victoria Polymetallic Deposit, with an initial NI 43-101-compliant inferred resource of 125 million tonnes grading 0.15% NiEq [10]