While there is much discussion

While there is much discussion around commodity responses to geopolitical impacts in the near-term, the long-term should be the real focus.

Unravelling detrimental impacts from the current administration will take far longer to achieve than it did to inflict, future administrations left to fix damage both reputational and economic.

Commodities, such as gold will remain attractive as a hedge against future uncertainties and global pressures resulting from the current environment.

JPM Upgrades Gold PT to $6300: Will US–Iran Tensions Bring Gold Premium?

U.S.–Iran tensions resurfaced after VP Vance said Washington remains “hopeful” on talks but won’t rule out force, while Trump criticized Tehran’s renewed nuclear ambitions. Natixis sees gold spiking to $5,500–$5,800 within two weeks if conflict erupts, before retracing. Meanwhile, JPMorgan raised its long-term gold view to $4,500 and keeps a bold $6,300 by end-2026 target. It expects 755 tonnes of central bank buying in 2026, still well above pre-2022 norms. Is geopolitical premium about to reprice sharply higher? Will gold hit $6000?

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