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4 results for “tailings dam failure” in Markets
Markets · 2 August 2026
Who Actually Sets the Gold Price
…premiums in Shanghai, Mumbai and Istanbul are logistics and policy signals, not arbitrage failures. · Central banks and ETF flows move the price in opposite directions on different clocks: reserves are slow and price-insensitive, funds are fast and price-chasing. · Is there one o…
Ingrid Sørensen · 15 min read
Markets · 8 August 2026
Moving Bullion: The Logistics Nobody Prices
…d, the London–New York spread widens; the dislocation is a logistics signal, not a market failure. · What is the difference between allocated and unallocated gold? Allocated gold is specific, serial-numbered bars held in custody for you and recorded on a weight list; it is your p…
Ingrid Sørensen · 17 min read
Markets · 20 June 2026
Bring It Home: Central Banks and the Great Gold Repatriation
For half a century it was rational to store your gold in someone else's basement. Then the calculus of counterparty risk changed, and reserve managers started chartering aircraft. · Overseas custody w…
Ingrid Sørensen · 13 min read
Markets · 6 August 2026
Why Central Banks Started Buying Gold Again
For three decades official institutions were net sellers of bullion, and the policy consensus treated the metal as a museum piece. Then, quietly, the world's reserve managers reversed. The reasons are…
Ingrid Sørensen · 17 min read
