Ryan Stancil,
Editor
Aug. 11, 2025
Commodity Callout
Recent news out of China just lit a fire under lithium prices. The market has responded accordingly and this could be just the beginning for a new surge in lithium pricing.
Metal Price Update
Gold — Gold continues showing its resilience with futures having touched $3500 per ounce when it started the week at just over $3400. It’s poised to move higher, especially as things get more volatile.
Silver — Silver moved up to, ending the week at around $38.50 after starting at around $37.40. The same geopolitical risks driving gold higher are propelling silver, making it an essential part of many portfolios.
Copper — Copper held its range after its big dip in the week before. Prices largely stayed around $4.48 per pound and the sting from Trump’s rug pull probably won’t go away for a while. This presents a strong buying opportunity as copper still has a lot in its favor to move upward in the long-term.
Lithium Carbonate — Lithium looks to be recovering. It started the week at $9,942 per metric ton and ended at $10,008. The fundamentals are in place for prices to keep moving up. This, coupled with news today (August 11th) that China just shuttered one of the world’s largest mines, puts lithium in a perfect position to keep climbing in price.
Uranium — Uranium also moved up. It started around $71.40 per pound and ended around $72.30, so it’s slowly making its way back to where it was about a month ago. It continues to be a safe bet because of the fundamentals behind it.
Company Callout
One company to watch is Royal Gold (NASDAQ: RGLD), a company that owns a portfolio of streams and royalties in some of the most well-known gold regions on the planet. Its projects are in various stages (producing, development, exploration, etc.) and its recent acquisitions of Sandstorm Gold and Horizon Copper have put the company in position to benefit from the gold bull market that’s currently unfolding.
Between record revenues for Q2 and the recent addition of a tier-one mine that will add cash flow for 20 years without shareholder dilution, this company has given investors a reason to take notice.
And it worked, as shown by recent share price action. Shares were around $150 at the end of July but, as of this writing, have climbed to $170.
Nick has more insight into the company and why it’s part of his portfolio at Foundational Profits. You can learn more about it by clicking here and becoming a subscriber.
Keep your eyes open,
Ryan Stancil
Editor, Resource Stock Digest