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Resource Nationalism Tightens Hard-Asset Supply

Resource-rich states will increasingly restrict raw exports of gold and critical minerals to capture domestic value, tightening physical supply and reinforcing gold's monetary role outside the dollar system.

forming · confidence 40 · Emerging (watchlist) · tracking since June 23, 2026 · updated June 23, 2026

Supporting evidence

Guinea Bans Raw Gold Exports in a Push for More Domestic Value

Markets

Guinea Bans Raw Gold Exports in a Push for More Domestic Value

One of Africa's major gold producers ordered refining at home and threatened to revoke the licenses of companies that defy the rule.

2 sources
Corroborated

Guinea, a major African gold producer, banned raw gold exports to force domestic refining and threatened to revoke licenses of non-compliant companies.

Affected regions and assets for this thesis are coming soon.