Geomechanics.io

  • Free Tools
Sign UpLog In
Built byBoxcut Studio

Geomechanics.io

Geomechanics, Streamlined.

© 2026 Geomechanics.io. All rights reserved.

Geomechanics.io

CMRR-ioGEODB-ioHYDROGEO-ioQCDB-ioFree Tools & CalculatorsBlogLatest Industry News

Industries

MiningConstructionTunnelling

Company

Terms of UsePrivacy PolicyLinkedIn
    Projects

    Gold price rebound on Trump’s Iran pause: risk-cycle lessons for mine planners

    March 24, 2026|

    Reviewed by Joe Ashwell

    Gold price rebound on Trump’s Iran pause: risk-cycle lessons for mine planners

    First reported on MINING.com

    30 Second Briefing

    Gold rebounded sharply on Monday after US President Donald Trump announced a five-day pause in planned military strikes on Iran, with spot prices recovering from an intraday plunge of about 8% in London to nearly $4,100/oz to trade around $4,480/oz by 11:15 a.m. in New York. Comex futures remained 2.7% lower at $4,471/oz and silver also clawed back from losses of more than 10%, amid what analysts describe as forced selling driven by a global liquidity crunch and a crowded long-gold trade. Citigroup and BNP Paribas note gold is behaving like a pro‑cyclical risk asset, with possible central bank sales to fund high energy imports adding pressure but with past shock cycles (2008, 2020, 2022) typically followed by sustained rallies.

    Technical Brief

    • Monday’s intraday plunge marked gold’s lowest traded level of 2026 before the subsequent rebound.
    • The fall capped eight consecutive down sessions, giving bullion its worst week since the 1980s.
    • Selling pressure was amplified by a global liquidity crunch, forcing liquidation of profitable gold positions to cover equity losses.
    • Citigroup notes gold has behaved as a pro‑cyclical risk asset during recent broad risk‑off episodes.
    • Analysts cite heavy momentum and retail buying over the past six months, making gold an “overcrowded trade”.
    • Natixis’ Bernard Dahdah flags likely central bank gold sales or slowed purchases to fund higher energy imports.
    • Central banks had been on a strong accumulation streak since 2022, with buying already decelerating into this year.
    • BNP Paribas compares current price action to previous economic‑shock cycles, where initial gold sell‑offs preceded sustained rallies.

    Our Take

    The sharp intraday moves in gold and silver here contrast with the January 2026 related piece where gold was above $5,300/oz, signalling that bullion volatility around US political shocks is now comparable to that seen around macro data surprises like CPI and dollar weakness.

    Citigroup and BNP Paribas, both quoted in this article, also feature prominently across multiple January 2026 gold and silver items in our database, underlining that their house views are increasingly shaping short-term positioning in precious metals rather than longer-horizon project financing decisions.

    The nearly 10% drop in copper prices since late February, alongside coal-related stake sale plans at Coal India subsidiaries SECL and MCL, suggests base and bulk commodity producers are facing a very different price and capital-allocation environment from gold-focused operators, which may slow discretionary mine expansions in copper and coal while bullion projects remain comparatively insulated.

    Geotechnical Software for Modern Teams

    Centralise site data, logs, and lab results with GEODB-io, CMRR-io, and HYDROGEO-io.

    No credit card required.

    • Save and export unlimited calculations
    • Advanced data visualisation
    • Generate professional PDF reports
    • Cloud storage for all your projects

    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

    Related Articles

    Buffalo Potash permit at Disley: design, risk and process notes for mine engineers
    Mining
    about 17 hours ago

    Buffalo Potash permit at Disley: design, risk and process notes for mine engineers

    Buffalo Potash has secured Saskatchewan approval to complete construction and operate its Disley initial production module, a 125,000 t/y soluble-grade potash facility 50 km northwest of Regina using a patented horizontal line-drive brine circulation method through parallel horizontal wells. The C$41.5 million module will test selective underground dissolution of potassium chloride with sodium-chloride-saturated brine and supply local agriculture, drilling-fluid markets and potassium-chloride brine for regional oilfields, ahead of planned 500,000 t/y Disley East and West expansions to about 1.13 Mt/y. The permit, which runs to 30 April and excludes future modules, requires groundwater characterisation, air-quality compliance and financial assurance, while the project proceeds without a feasibility study or declared reserves, elevating technical and economic risk.

    Exiro-led takeover of Vale’s Manitoba nickel complex: key points for mine planners
    Mining
    about 17 hours ago

    Exiro-led takeover of Vale’s Manitoba nickel complex: key points for mine planners

    Exiro Minerals, Orion Resource Partners and Canada Growth Fund have acquired an 81.1% stake in Vale’s Thompson nickel operations in northern Manitoba, committing up to US$200 million to sustain and develop the six-decade-old complex. The new vehicle, Exiro Nickel, takes over day-to-day control of two operating underground mines, the adjacent concentrator and exploration ground along the 135 km Thompson Nickel Belt, while Vale Base Metals retains an 18.9% interest. A multi-year offtake agreement keeps Vale buying nickel concentrate from the Thompson mill, providing a defined outlet for future production.

    Mining
    about 16 hours ago

    Moeve–Emerita 100% renewable diesel deal in Spain: decarbonisation notes for mines

    Moeve and Emerita Resources have signed Spain’s first mining-sector agreement to deploy 100% renewable diesel (HVO) at industrial scale, designating Moeve as preferred supplier of this second-generation biofuel. The HVO, derived from waste and residue feedstocks rather than food crops, is claimed to cut lifecycle CO2 emissions by up to 90% compared with conventional diesel. For mine operators, the drop-in fuel compatibility with existing diesel engines offers a near-term route to decarbonise haul trucks and auxiliary fleets without major equipment changes.

    Related Industries & Products

    Mining

    Geotechnical software solutions for mining operations including CMRR analysis, hydrogeological testing, and data management.

    CMRR-io

    Streamline coal mine roof stability assessments with our cloud-based CMRR software featuring automated calculations, multi-scenario analysis, and collaborative workflows.

    HYDROGEO-io

    Comprehensive hydrogeological testing platform for managing, analysing, and reporting on packer tests, lugeon values, and hydraulic conductivity assessments.

    GEODB-io

    Centralised geotechnical data management solution for storing, accessing, and analysing all your site investigation and material testing data.

    AllGeotechnicalInfrastructureHazardsEnvironmental