Metals Focus Research
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In-depth precious metals market research — gold, silver, platinum and palladium — published by Metals Focus.
Gold Peer Group Analysis Q1.26
16/07/2026
Production and Cost Statistics Equivalent gold production continued its long-term decline, falling 8% quarter-on-quarter (q/q) and 3% year-on-year (y/y) to 6.5Moz in Q1.26 (p. 4, p. 6). The decline was primarily driven…
ASGM: An Increasingly Strategic Source of Gold Supply
16/07/2026
Global Growth of Artisanal and Small-Scale Gold Mining (ASGM) ASGM has become an increasingly important source of global gold supply, with its share of global mine production rising from 20% in 2016 to an estimated 24%…
Gold to remain range-bound in the short- term as rate hike expectations persist
09/07/2026
Gold Price Outlook and Macroeconomic Drivers Gold is expected to remain range-bound in the short term and consolidate over the summer (p. 1, p. 5). Expectations of at least one Fed rate hike before end-2026 persist,…
Can India’s silver imports recover amid ongoing restrictions?
03/07/2026
Silver Import Collapse and Market Dynamics India's silver imports fell to 47t in May 2026, the lowest monthly figure since July 2023 (p. 1). Total silver bullion imports for January to May 2026 stood at 1,837t, a 16%…
Will the Turkish gold retail investment recover in H2.26?
03/07/2026
Turkish Gold Retail Investment Trends Historical Volatility and Economic Drivers Retail investment in small bars and coins rose from 61t in 2021 to a record 150t in 2023, before declining to 71t in 2025 (p. 1). Demand…
Diverging Investment Convictions Emerge Across Platinum and Palladium
25/06/2026
Precious Metals Weekly · Issue 662 · 25 June 2026 Metals Focus examines how platinum and palladium — which have tracked a broadly similar price path since their record highs in late January, correcting 36% and 38%…
Physical Demand Trends from the June IPMI and JCK Conferences
17/06/2026
Precious Metals Weekly · Issue 661 · 17 June 2026 Metals Focus reports back from two key June gatherings — JCK Las Vegas (jewellery) and the IPMI 50th Annual Conference in Orlando (the wider supply chain) — held against…
Gold Miners Remain Disciplined Amid Record Cash Flow
10/06/2026
Precious Metals Weekly · Issue 660 · 10 June 2026 The Metals Focus Gold Peer Group Analysis shows the world's leading gold miners generated record free cash flow of US$25.8bn in 2025 — nearly three times the US$9.2bn of…
Will the Government's Recent Policy Move Impede Jewellery Exports?
01/05/2026
India Focus Monthly · Issue 124 · May 2026 Following a 9% gold import-duty hike on 13 May, India's Directorate General of Foreign Trade tightened the Advance Authorisation (AA) scheme that lets exporters import gold…