China

The Great Central Bank Gold Rush: How Physical Gold Is Repricing Global Debt and Challenging the Dollar System

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The Great Central Bank Gold Rush

As central banks accumulate physical gold at historically extraordinary levels, the world is witnessing something far more consequential than a precious metals rally. A fundamental reassessment of sovereign debt, reserve assets and monetary credibility is underway—while America’s Treasury gold remains recorded at just $42.22 an ounce. For more than half a century, the global financial … Read more

China’s Gold Black Hole: Shandong Gold Cuts Production as Chinese Banks Retreat from Leveraged Trading

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China Gold Black Hole

China is producing less gold, importing record quantities and restricting retail access to leveraged precious-metals trading. Together, these developments raise an important question: Is the world’s largest gold market undergoing a structural shift toward physical bullion that could reshape international gold flows and accelerate reserve diversification? China’s gold market is sending three significant signals simultaneously. … Read more

China Injects Nearly $56 Billion Into Banks as the Credit Engine Collapses

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China Injects Nearly $56 Billion Into Banks as the Credit Engine Collapses

Beijing is pouring fresh capital into its biggest banks and insurers. The problem is not a shortage of money. The problem is that increasingly few Chinese businesses and households want to borrow it. China has reached for the financial fire hose again. Beijing is orchestrating a roughly 360 billion yuan—about US$54 billion, or nearly $56 … Read more

China’s Gold Vault Network: Beijing Is Building the Physical Rails for a More Global Yuan

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China’s Gold Vault Network

China’s push to internationalize the yuan is taking a distinctly old-world turn: gold. Rather than simply asking foreign governments and companies to trust another fiat currency, Beijing is building infrastructure that could give yuan-denominated trade a physical exit door into bullion. China is developing a network of offshore gold vaults while expanding the trading, clearing … Read more

Operation Economic Outcast: The Canada–U.S. Trade War Suddenly Looks Much Bigger

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Operation Economic Outcast: The Canada–U.S. Trade War Suddenly Looks Much Bigger

August 2026 may be remembered as the week Washington demonstrated two very different forms of economic warfare at the same time. On August 21, Canada–U.S. trade negotiations collapsed. On August 22, new American tariffs of 50% took effect on C$27.6 billion of Canadian goods. Two days later, on August 24, U.S. Treasury Secretary Scott Bessent … Read more

China Asset Protection for the Expat in the Great Diaspora: Following the New Money Corridors

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China Asset Protection for the Expat in the Great Diaspora: Following the New Money Corridors

For China’s increasingly global class of entrepreneurs, executives, investors and families, asset protection is no longer simply about moving money offshore. It is about building a lawful financial architecture around where you live, where your wealth is held, which currency you earn, and which payment corridor connects the pieces. There is a new Chinese diaspora … Read more

The Truth About Gold: Is China Moving From Paper Promises to Physical Metal?

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The Truth About Gold: Is China Moving From Paper Promises to Physical Metal?

China is preparing to close an important door in the precious-metals market—and every serious gold investor should understand what happens next. On July 24, 2026, the Industrial and Commercial Bank of China, better known as ICBC, will stop providing individual customers with precious-metals trading services connected to the Shanghai Gold Exchange. Postal Savings Bank of … Read more

Copper Comes for Silver: LONGi’s 21 GW Solar Line Could Rewrite the PV Metals Trade

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Copper Comes for Silver: LONGi’s 21 GW Solar Line Could Rewrite the PV Metals Trade

One of silver’s fastest-growing industrial markets is searching for an escape route—and China’s solar industry may have found one. LONGi Green Energy has commenced mass production of a new generation of back-contact solar cells using copper-based metallization at its Xixian manufacturing base in Shaanxi province. The production line has an annual capacity of approximately 21 … Read more

July 7: The Day Gold Settlement Moves East

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vibrant street scene in hong kong alleyway

On July 7, Hong Kong is expected to process the first settlement through its new gold clearing and settlement system — a milestone that may be remembered as the moment Asia stopped merely consuming gold and began building the financial infrastructure to price, settle, store, and control it. For generations, the gold market has been … Read more