Gold MarketsForecasts & Models: 2026 Cluster Hub
Everything published in Gold Markets > Forecasts & Models, organised for 2026.
Apr 26, 2026
Tag: #Forecast
Gold Markets
Gold MarketsGold 2025 Outlook: The Five Drivers That Matter Most
After two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
Apr 24, 2026
Gold MarketsThe Case for $3,000, $5,000 and $10,000 Gold: Three Scenarios Mapped
Major banks publish targets across a wide range. Here is the actual reasoning behind each, the assumptions required, and the probability the market is currently pricing.
Apr 22, 2026
PlatinumThe Case for Platinum at $2,000+: Building a Multi-Year Bull Thesis
Platinum has not traded above $2,000 since 2008. The structural case for revisiting that level is stronger than at any point in fifteen years. Here is the framework.
Apr 21, 2026
PlatinumPlatinum vs Palladium Price Inversion 2018-2024: Anatomy of a Six-Year Reversal
Platinum traded above palladium for most of recent history, then fell behind in 2018 and stayed there. The inversion is now reversing again. Here is why.
Apr 16, 2026
MiningPeak Gold? The Ore Grade Decline Nobody Wants to Talk About
Average mined grades have halved in 30 years. Here is what that means for prices and supply.
Apr 6, 2026
SilverSolar PV Silver Demand Projections: Why 2030 Numbers Keep Getting Revised Up
Photovoltaic silver consumption has tripled since 2015 and forecasts for 2030 keep climbing. We unpack TOPCon, HJT, and what thrifting really means for ounces per panel.
Apr 5, 2026
Gold MarketsWhy Royalty Companies Beat Miners: Franco-Nevada and Wheaton
A model that delivers gold price exposure without the operating risk has quietly outperformed the majors for two decades.
Mar 25, 2026
MiningJunior Miners: Leveraged Gold Exposure With a Catch
Why exploration-stage stocks can return 10x in a bull market and zero in a bear.
Mar 20, 2026
Gold MarketsRecycled Gold: The Quiet 25% of Global Supply
Scrap, jewellery resale, and electronic recovery now rival mine output in some years.
Mar 7, 2026