Tag Archives: technology

The World Gold Council’s Q2 2025 Gold Demand Trends report shows global demand rose 3% year-over-year to 1,249 tonnes, driven by record investment flows. ETFs gained 170 tonnes and bar and coin demand reached 307 tonnes, led by China and India. Central banks added 166 tonnes, a slowdown but still above historical averages. Jewellery demand fell 14% to 341 tonnes, the lowest since 2020, while spending rose 21% to $36 billion. Technology demand slipped 2%, and supply hit a Q2 record with 909 tonnes of mine output. Recycling rose modestly, and de-hedging continued for a sixth quarter.

The global trade landscape is shifting as countries prioritize domestic industries in response to U.S. policies under Donald Trump. Governments worldwide are implementing tariffs, trade restrictions, and incentives for local production. The United Kingdom is bolstering its tech sector, Europe is expanding semiconductor manufacturing, and Canada is investing in critical minerals. As automation reduces labor costs, businesses are reassessing global supply chains. While some firms benefit from protectionist policies, others, including Apple, face challenges adjusting to new trade realities. This evolving environment demands strategic adaptation from businesses as globalization transforms into a more fragmented, domestically driven economic order.

Intel CEO Pat Gelsinger resigned on December 1, following the company’s difficulties in adapting to the AI-driven tech landscape. Nvidia, a leader in AI chip technology, has surged ahead with its advanced GPUs, leaving Intel’s CPUs struggling to compete. Despite initiatives to revitalize the business, including $100 billion in factory investments and government support through the CHIPS Act, Intel has faced financial losses and internal inefficiencies. With interim leaders David Zinsner and Michelle Johnston Holthaus now at the helm, Intel must address structural challenges and regain competitiveness. The company’s future depends on resolving internal conflicts and innovating for the AI era.