In recent years, the mining sector has experienced substantial gains in metal and mineral prices, prompting many shareholders to push companies away from traditional hedging practices.
However, the landscape has shifted as global risk sentiment has increased, driven by geopolitical and macroeconomic factors. Equity markets have faced increasing volatility with the VIX spiking again since it went into a frenzy post Covid.
Amidst the ongoing conflict in Ukraine, growing geopolitical risks on the horizon in the Middle East and the lead up to the US Presidential election, investors and central banks continue to support gold as a strategic safe-haven.
But what about critical energy transition commodities?
