Commodity Compass - 8/14 - Gold Finds its Rhythem in Markets Once Again

<p>The market is still working off the summer doldrums — thin, low-conviction trading — and this week&#39;s data did little to break the spell. The big commodity story this week was in Washington. On August 7th, the President convened a roundtable of mining executives at the State Department — Rio Tinto, BHP, Freeport, MP Materials among them — and rolled out more than two billion dollars in new critical-mineral deals alongside it. The framing was blunt — cut the dependence on China, and replenish the defense stockpiles drawn down during the Iran conflict. It&#39;s the clearest signal yet of just how much public capital is about to hit this space.</p><p><br></p>