Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12235 tópicos neste fórum
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Ivanhoe Mines (TSX: IVN) founder and billionaire Robert Friedland has backed US President Donald Trump’s plans to impose a new copper tariff starting August 1, calling it essential for building a domestic copper industry. Once known mainly for its role in construction and wiring, copper has become a critical mineral due to its importance in defence, electronics, and electric vehicles. Friedland said the tariff will “wake people up” to America’s vulnerability in key supply chains. “There’s a new list of critical raw materials and without it, you can’t do anything about global warming or greening the world economy and you have a critical vulnerability in national s…
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Billionaire Robert Friedland’s Ivanhoe Mines (TSX: IVN) has cut the ribbon on its long-awaited Platreef platinum mine, with South African President Cyril Ramaphosa presiding as Johannesburg hosts G20 delegations this week. The opening caps a 37-year effort at what Friedland calls “the world’s largest undeveloped precious-metals mine.” Ivanhoe fed first ore to the $2 billion project’s stage-one concentrator on Oct. 29 and produced first concentrate during the ceremony Tuesday, with ramp-up now underway. A second stage is already in development and a third expansion is to follow once the mine is established. “The Platreef mine will be a major contributor to Sout…
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Ivanhoe Mines (TSX: IVN) has agreed to a $500 million investment from Qatar that gives its sovereign wealth fund 4% of the Canadian copper miner founded by billionaire Robert Friedland. Ivanhoe Mines plans to issue 57.5 million common shares to the Qatar Investment Authority (QIA) through a private placement at a price of C$12 per share, according to the deal announced on Wednesday. Shares in Ivanhoe were flat at C$13.19 apiece in Toronto on Wednesday morning — about 9% more than the placement offer — valuing the company at C$17.8 billion. The investment “is a powerful endorsement of Ivanhoe Mines’ vision to be a leading supplier of critical metals that will drive…
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Robert Friedland-backed Sunrise Energy Metals (ASX: SRL) could become a long-term supplier of scandium for Lockheed Martin under the recently signed Australia-US critical minerals pact, the company announced late on Thursday. In a press release, the Melbourne-headquartered Sunrise said it has entered a partnership agreement with Lockheed Martin that grants the defense and aerospace manufacturer an option to buy up to a quarter of the annual scandium production from its Syerston project. The mineral is vital for semiconductors that power mobile communications, aerospace and automotive applications. The US accounts for about 90% of overall demand, but rival China co…
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Sunrise Energy Metals (ASX: SRL), the Robert Friedland-backed developer advancing the Syerston scandium project in New South Wales, has nearly doubled its scandium resource following a successful drilling campaign. According to the company, the updated Mineral Resource Estimate, released this week, confirms Syerston as the world’s largest and highest-grade scandium deposit at a time when global supply is under increasing strain. The revised estimate at a 300 parts per million cutoff now stands at 19,007 tonnes of contained scandium grading 414 ppm, representing a 98% increase in metal content, with all resources falling within the Measured and Indicated categorie…
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Sunrise Energy Metals (ASX: SRL), the Australian scandium developer backed by Robert Friedland, is looking to raise A$46 million ($30 million) through a share placement to fund pre-construction activities at its flagship Syerston project. In a press release, Sunrise said it would issue more than 27 million new shares priced at A$4.25 apiece, a 2.2% premium over its last closing price prior to the announcement, plus the same number of unlisted options to buy its shares, exercisable for two years. The placement is expected to comprise two tranches, it added. The shares closed the Monday trading session up 11.8% at A$4.65, giving the Melbourne-based miner a market ca…
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Sunrise Energy Metals (ASX: SRL), the Australian scandium miner backed by Robert Friedland, has raised another A$32.5 million ($21.5 million) to fund pre-construction of its flagship Syerston project in New South Wales. In a press release on Tuesday, the company said it has received investor commitment to buy 5 million shares at A$6.50 per share. The issue price represents a small discount to the stock’s closing price of A$6.65 in Sydney last week. This represents the third placement that Sunrise announced over the past month. On November 17, it raised A$46 million through issuing new shares priced at A$4.25 apiece, followed by another A$18.86 million by issuing s…
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Global demand for copper is accelerating toward levels that could outstrip supply within two decades, creating what industry veteran Robert Friedland calls a once-in-history challenge for the world economy. Over the next 18 years, he warns, humanity will need to mine as much copper as it has over the past 10,000 years combined to sustain even modest economic growth. Friedland’s message, repeated over years of public appearances, has proven prescient. “This is the revenge of the old economy,” he said in 2021. “For two decades, not enough capital has gone into finding the metals we need for the energy transformation.” Copper, he argues, lies at the centre of bot…
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Jack Mallers, co-founder and CEO of Twenty One Capital, told NYSE TV that he expects Bitcoin to climb much higher from current levels. According to Mallers, the size of global wealth available for savings gives Bitcoin room to grow in a big way. He made the bold remark that Bitcoin could be “100 to 200 times from here,” and his firm’s buying behavior appears to follow that view. Analyst’s 200x Bitcoin Claim According to Mallers, total global wealth across assets like stocks, property, gold and art is about $900 trillion. He argued roughly $400–500 trillion of that is used mainly as savings. Right now, Mallers said, Bitcoin’s market value sits near $2 trillion. At t…
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Tron (TRX) is at a decisive moment after retracing to key demand levels that could determine its next major move. Bulls, who have been in control since late March, are now working to defend support and prepare for a possible breakout. However, to confirm a bullish continuation, Tron must overcome the current supply zone and regain strong upward momentum — a challenge that will test the strength of the recent rally. Adding context to Tron’s long-term growth, top analyst Maartunn shared striking on-chain data revealing that TRON’s USDT supply has surged 309x in just six years. What began as a modest 254 million USDT on the network has now expanded to a staggering $78.5 bi…
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There has been much talk about the rupture of one of the most surprising relationships between the world’s richest man, Elon Musk, and US President Donald J. Trump. This story’s beginning comes from a significant surprise - Elon Musk, who shared and endorsed mostly Democratic ideas, made a U-turn in his approach and decided to ride the Republican Horse during Trump’s presidential campaign. From politics to taxes and power, discover how Elon Musk switched his stance, became Trump’s best friend, what led to yesterday’s surprising beef on X, and the effect it had on Tesla's stock prices. Opinions are the authors'; not necessarily that of OANDA Busi…
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The construction of RP Global’s first German solar PV park has begun on one of Germany’s oldest lignite mining areas. The 50MWp solar project is located in Harbke, an historic location on the former East-West border. In its first phase, the PV plant Harbke, located on the border between Saxony-Anhalt and Lower Saxony, will reach a capacity of 50 MWp. This is the first German project by RP Global, developed in collaboration with EPC MaxSolar. Following completion of an extensive approval process, construction work has now begun on the former Wulfersdorf spoil tip in the district of Börde. The Harbke PV plant is one of the most significant energy projects …
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Bitcoin has lost more than 30% of its value since early October, triggering a sharp shift in market psychology. What was once viewed as a routine correction is increasingly being interpreted by analysts as a potential cycle top. Sentiment has deteriorated quickly, with fear and apathy replacing the optimism that dominated earlier in the year. Many investors are now positioning defensively, preparing for what they believe could be a prolonged bear market phase similar to past post-peak cycles. However, a recent CryptoQuant report challenges this increasingly popular narrative. According to the analysis, Bitcoin may no longer be following the traditional four-year boom-a…
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According to market reports, Bitcoin fell sharply this week and pushed the Crypto Fear & Greed Index down to 10, a level tied to extreme fear. Investors and traders are asking whether this marks the bottom of the cycle or just another step lower in a run that has already seen a 25% correction. Extreme Fear Hits Crypto Markets Retail panic has been clear. Funding rates on some derivatives desks have turned negative, and newer entrants to the market are showing signs of stress. Based on reports, large parts of the investor base are worried. That worry is visible in price action and in sentiment gauges that sit at the lower end of their historical ranges. Some trade…
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A prominent macro-crypto commentator argues that digital assets are transitioning from a greed-driven cycle to a “fear bubble,” with Bitcoin poised for a more powerful and more parabolic phase in 2026 than the euphoric surge of 2017. In a post on X from October 8, the analyst known as plur_daddy (@plur_daddy) contends that two narratives—monetary debasement and artificial intelligence—are now the dominant behavioral drivers, and that they operate less on promise than on anxiety. 2017 Vibes: Trump And AI Could Ignite Next Bitcoin Rally “We are in a bubble, and the most parabolic leg is approaching. The true fireworks will be next year but this Q4 we shall get a taste,” he…
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Bitcoin’s pullback on Monday sent a quick chill through crypto markets, pulling sentiment down to levels not seen in months. Prices dipped to a 24-hour low of $103,938 after earlier trading above $109,000, and gauges of market mood turned sharply negative as investors reassessed risk. Crypto Fear Hits Extreme Readings According to the Crypto Fear & Greed Index, the score fell to 21 out of 100 on Tuesday, a move that registers as “Extreme Fear.” That mark is the lowest in nearly seven months; the index previously hit 18 out of 100 on April 9, when markets reacted to US President Donald Trump’s global tariff measures. Reports have disclosed that the index has been s…
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PayPal is reshaping the way money moves across apps, borders, and currencies with its new launch – PayPal Links. This is a new feature that lets users send or receive money through a one-time personalized link. For the first time, crypto is a part of the experience. Users can now transfer Bitcoin ($BTC), Ethereum ($ETH), PayPal USD ($PYUSD), and more, directly to PayPal, Venmo, and even some external wallets. The roll-out will begin in the US before expanding to international markets later this year. These upgrades are all a part of the PayPal World framework, which aims to connect billions of wallets globally. This move is a milestone for crypto adoption, pushing peer-…
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CRYPTOWZRD, in a recent market update, noted that XRP ended the session with an indecisive close, signaling uncertainty in the short term. According to the analyst, the key lies in XRPBTC—once it begins to move bullish, XRP could quickly ignite an impulsive upside rally. Symmetrical Triangle On XRPBTC Points To Upside Potential In expanding his analysis, CRYPTOWZRD emphasized that both the daily candle of XRP and XRPBTC closed indecisively, leaving traders on edge about the next major move. He pointed out that the relationship between Bitcoin dominance and XRPBTC could be a decisive factor. Should Bitcoin dominance weaken further, it would likely give XRPBTC the strength…
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Week in review – The Debasement Trade shines again after the Fed Cut Markets were salivating for the FOMC rate decision, and they got exactly what they wanted. The Fed delivered a highly expected 25 bps cut on Wednesday, taking rates from the 3.75%-4.00% range down to 3.50%-3.75%, officially shutting the door on the 4% policy rate era. While Chair Powell presented neutral remarks overall, investors interpreted them with optimism. The Dow Jones traded at new all-time highs in consecutive sessions, marking a strong shift higher. Its record price is now at 48,886. However, the rising tide did not lift all boats. The US Dollar took a huge hit following the cut, despit…
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In 21st-century mining, a country’s competitiveness depends not only on what lies beneath the ground but also on what happens in the offices of regulators. This shows how Chile, Australia, Peru, China, and the United States are following different regulatory paths, and how these decisions are defining where the next wave of mining investment will flow. Chile: Higher taxes, but more certainty The 2023 royalty reform raised government revenues through a new ad-valorem rate plus a margin-based tax but also introduced ceilings on total tax burden (46.5% for the largest producers). This combination increases state income while assuring investors that taxation will not …
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After two decades of markets exalting belief over balance sheets, the pendulum is swinging back toward the ground, underground, in fact. Until now, we’ve lived in an era where belief and vision routinely outperform reality. It was the triumph of ideology. Markets rewarded charisma over cash flow, tokens over tonnage, software over substance. Crypto, SPACs, Web3, WeWork – each iteration more untethered than the last. But as an invisible hand, the gravitational pull of the real world is providing unavoidable headwinds. From belief systems to balance sheets Ideology is not the enemy. It’s necessary. Every major technological or political movement begins with belie…
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Russia’s main exchange. the Moscow Exchange, has started offering Bitcoin futures contracts. This is one of the biggest moves yet in the country’s slow but steady opening to cryptocurrencies. According to market insiders, these new contracts track the price of the BlackRock Bitcoin ETF, which has gathered over $72 billion in assets. Trades will be priced in US dollars per lot, while settlements will happen in Russian rubles. This setup lets local traders tap into Bitcoin’s price swings without touching foreign crypto platforms. Quarterly Contracts Linked To IBIT These Bitcoin futures will come out every three months, with the first batch due to expire in September 202…
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Global markets continue to operate at full throttle: the yen has tumbled to multi-month lows amid political upheaval in Japan; Nvidia is investing a massive $2 billion into Elon Musk's AI startup; Oracle disappointed investors with slim margins in its cloud business; and IBM is making a confident leap into enterprise AI through its partnership with Anthropic. In this report, we break down the causes and consequences behind each headline, analyze market implications, and offer practical insights for traders eager to seize opportunities in a time of intense volatility. The diving yen: the "Takaichi Factor" keeps pressure on Japan's currency The Japanese yen is once again…
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Frontier Lithium (TSXV: FL) said a definitive feasibility study for the C$943 million capex PAK project in northern Ontario boosted reserves by 37%. The study, which calculates a net present value of C$932 million based on a discount rate of 8%, provides a “robust basis” for Frontier to target a final investment decision within two years, according to a statement issued Thursday. Frontier is making progress on project financing and has started the permitting process, which should also be completed by mid-2027. Frontier is working with Mitsubishi to develop PAK, which is located more than 1,400 km northwest of Toronto, near the Manitoba-Ontario border. The Japanese…
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Klaas Knot, the outgoing head of the Financial Stability Board, has a message for the global finance world: keep your eyes on stablecoins. Speaking at a recent event in Madrid, Knot said we’re edging toward a point where crypto markets and traditional finance are so intertwined that a crack in one could rattle the other. Crypto Is Sneaking Into the Mainstream Knot isn’t panicking, but he’s definitely concerned. Right now, crypto doesn’t pose a direct threat to global financial stability. But the walls separating crypto from the rest of the financial system are getting thinner. And fast. Take stablecoins. These digital assets are pegged to real-world currencies, usua…
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