The Gold Lens · Topic
Geopolitics
5 analyses on how Geopolitics is shaping the gold market.
China's Bid to Become the World's Gold Custodian
Beijing is no longer content to buy gold for its own vaults. It is courting other central banks to store theirs in Shanghai and Hong Kong — building the custody infrastructure of a yuan-denominated alternative to the Western gold market.
21 June 2026 · 6 min read
The $4,000 Gold Era: How a Reserve Asset Was Repriced
In barely two years gold has roughly doubled, overtaken first the euro and then US Treasuries in central-bank reserves, and re-entered the heart of the monetary conversation. This is the anatomy of a structural repricing — and what it would take to reverse it.
20 June 2026 · 13 min read
The US–Iran Peace Deal and the Unwinding of Gold's War Premium
A June ceasefire reopened the Strait of Hormuz and sent gold tumbling from its highs. But the market is reading peace less as a geopolitical event than as a disinflation catalyst — and that distinction matters.
16 June 2026 · 6 min read
Why the PBOC's Gold Buying Spree Is About More Than Reserves
China's central bank has added gold for seventeen consecutive months since buying resumed in late 2024. The strategy reveals far more about Beijing's geopolitical calculus than its balance sheet.
7 April 2026 · 5 min read
Gold Corridors: How Sanctions Are Reshaping Physical Gold Trade Routes
From Dubai to Shanghai, the geography of gold flows is being redrawn by geopolitical fault lines. An investigation into the new corridors of physical gold trade — and what they mean for the market's structure.
20 March 2026 · 8 min readBrowse Other Topics