Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

[Precious Insights 2025/06] Gold Set to Continue Shining

[Precious Insights 2025/09] Gold Miners Surge Amid Market Volatility, Protective Pisitioning Builds

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>Geopolitical risk and central bank purchases continue to support gold demand, but rising Treasury yields present headwinds. Physical imports to the U.S. are plateauing, easing supply constraints.</li>
<li>Gold prices are facing resistance at USD 3,000/oz, with technical indicators suggesting potential consolidation before further upside. Historical patterns indicate similar conditions led to stagnant prices.</li>
<li>Gold leasing rates have normalized, signaling reduced supply stress. Previous spikes above 5% indicated a temporary supply shock, but the recent decline suggests a more balanced market.</li>
</ul>


Geopolitical risk and central bank purchases continue to support gold demand, but rising Treasury yields present headwinds. Physical imports to the U.S. are plateauing, easing supply constraints.
Gold prices are facing resistance at USD 3,000/oz, with technical indicators suggesting potential consolidation before further upside. Historical patterns indicate similar conditions led to stagnant prices.
Gold leasing rates have normalized, signaling reduced supply stress. Previous spikes above 5% indicated a temporary supply shock, but the recent decline suggests a more balanced market.


Gold’s Record Rally Meets Resistance: Will USD 3,000 Be the Breaking Point?