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StoneX Research

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Market intelligence and research across precious metals and commodities, published by StoneX.

Solar cells; silver under attack from three sides

13‏/07‏/2026

Longi Green Energy's Transition to Copper-Based Solar Cells (p. 2) Longi announced in January that it would begin mass production of copper-based solar cells in Q2 2026 to reduce reliance on high and volatile silver…

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Fed Minutes June 26

13‏/07‏/2026

Key Shifts in Federal Reserve Policy Outlook The focus of the Federal Reserve shifted from when monetary easing might begin to whether further tightening might be necessary (p. 1). There is heightened concern that…

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Front desk support presentation, 8th July

09‏/07‏/2026

Geopolitical and Macroeconomic Developments Renewed US-Iran hostilities have pressured precious metals, with gold dropping towards $4,000 and silver facing resistance above $63 (p. 10). The US revoked its waiver on…

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European Central Bank annual central bankers’ forum, 3 July 2026

08‏/07‏/2026

ECB Policy and Lagarde's Stance Lagarde explained the ECB's unanimous decision to raise rates in response to the Middle East oil shock, citing perfect monetary policy circumstances including rising inflation outlooks…

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Precious Metals Front Desk Presentation, 1 July 2026

06‏/07‏/2026

U.S. Political and Regulatory Developments The U.S. Supreme Court ruled 5:4 against the Trump administration's appeal to overturn the Lisa Cook ruling, confirming that Federal Reserve Governors can only be removed "for…

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