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Silver Price Watch

Smithys Bullion - FINE GOLD AND SILVER
Another cool resource I've stumbled across is silverwars.org

I'm starting to think that maybe whatever the LBMA, SLV and COMEX has in their vaults is the only silver available. I still intend to spend the next couple of weeks investigating this though. I've also sent Silverwars.org an email asking if they have any information on US stockpiles.

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STKR said:
... 'The Silver Academy'. ...
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FYI FWIW:

www.pmbug.com

The Silver Academy - WTF?

Jon Forest Little runs a Substack channel called The Silver Academy. He has also been a contributing author for articles posted on silverseek, goldseek et al and been a guest on podcasts such as Bix Weir's youtube channel. That's about the extent of what I know about the guy...
www.pmbug.com www.pmbug.com
 
Master AI will take over all the control, there is no time to prepare
just accept the change, its a new thing
 
I think it's about time we see $80 silver. Mexico is currently the top producer but many of their mines are set to go offline due to depletion over the next few years. We will inevitably see a decrease in mine supply, and with the introduction of Samsung's solid-state batteries, along with a continued increase in demand for solar panels, we should see a significant widening of the deficit - likely to the tune of 300+ Million Oz's.

Heres some cool figures for investment demand:

Between 2000-2005 - total investment demand was a meager 170 Million Oz's. The biggest year was in 2005 at 42 Million Oz's.

Between 2019-2024 - total investment demand was a whopping 1.26 Billion ozs. The biggest year was in 2022 at 338 Million Oz's (almost 2x the investment of 2000-2005 combined in one year and 40% of mine supply going to just minting coins and bars!).

The 2008-2011 bull run was the beginning of silver becoming more recognised by the people of the world, and it has remained at a steady average of 200+ Mozs a year.

Although silver has seen a nice flow of investment demand since 2008, investment demand was extremely low all the years prior. Some years only saw 15-20 million Oz's, and anything over 40 million Oz's was extremely uncommon.

The moment silver begins it's next journey to $50 and beyond, the increase in investment demand could easily exceed 400 Mozs, which will further exacerbate the deficit and put considerable stress on the physical market. We will likely see parabolic moves in silver that will surprise us all.
 
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And how's this... 'Government sales' added over 550 million Oz's to the supply of Silver between 2000-2009. The numbers for each year weren't random either, they perfectly matched the shortfall in supply vs demand. The survey's show direct market intervention from what I can only assume is the US treasury. This is happening while the US declares they have no silver in strategic reserves. Where did they store this silver? And why isn't the data available to the public? This is why I believe there's continued market intervention, and why inventories at the LBMA and COMEX don't add up. How can they claim to add millions of Oz's while the silver market is in a deficit? All signs point to undisclosed stockpiles. The good news is; there's indications of these stockpiles depleting, because around the time of 2014-2015, the government sales weren't even remotely close enough to meeting the deficit, and after 2015 they stopped being recorded altogether.

What I want to know is; how did The Silver Institute, Metals Focus etc gain access to this data to begin with.

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So GFMS (Global Financial Market Service) supplied the data during this time. Eventually, The Silver Institute began receiving their data from Metals Focus. I wonder if rather than government sales no longer being a factor since 2015, they just simply weren't provided to Metals Focus. This topic has fascinated me since I first went through every silver survey back in 2018. Everyone talks about the COMEX intervening in the paper makers but nobody discusses the REAL driver behind the manipulation of silver... That being the intention to use physical stockpiles to feed the millions of hungry mouths. You'd think all the silver guru's would make this their top priority, because without understanding exactly how much ammunition they have, all the chart analysis, GSR talk, supply and demand fundamentals etc are meaningless if you have an entity hellbent on using their reserves to manage the price of silver.
 
Dude, we get it! But technology is way out there doing different things than a lump of silver did in the 50's. Synthetics and a multitude of other organisms out in the wild as i call them, the market at this stage is not interested in bullion silver at the moment.
 
Silver Soul said:
Dude, we get it! But technology is way out there doing different things than a lump of silver did in the 50's. Synthetics and a multitude of other organisms out in the wild as i call them, the market at this stage is not interested in bullion silver at the moment.
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And that could be a good thing. The more it's consumed by its industrial counterpart the less available it is in investment form. Investment demand isn't really what makes silver exciting to me from a supply/demand angle anyway. The complexities of industrial demand and silver being at the forefront of innovation is what's most exciting. Investment demand just pushes silver over the edge and forces it into a deficit.
 
Yes. One day, silver will be in very short supply, that is for sure. But we both might
Not be alive to see it blossom and come to fruition. We live in a fast growing synthetic world! This is worrisome to me
 
Silver Soul said:
Yes. One day, silver will be in very short supply, that is for sure. But we both might
Not be alive to see it blossom and come to fruition. We live in a fast growing synthetic world! This is worrisome to me
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in my dream, still walking around, trying to insert the metal back to the digital world, full of bots,usually the bot does not tolerate another bot near their area, and it got terminated and oily
not many flesh around
 
alor said:
.in my dream, still walking around, trying to insert the metal back to the digital world, full of bots,usually the bot does not tolerate another bot near their area, and it got terminated and oily
not much flesh around
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As always alor i welcome your input. But my understanding of this drivel has got me coat-hangerd
 
Silver Soul said:
Good luck then. I am a old man been doing this shit for decades. I have my out price to sell and it is getting close.
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You may consider posting it for sale here so we can get first dibs. Without knowing your personal circumstances, it would be such a shame to let go of it at a time where (I believe) were so close to real physical shortage. Maybe I'm wrong though and the can will be kicked down the road for decades to come. This is why I wish to understand what stockpiles truly exist, so we can all have a better idea of when there'll be a true shortage.
 
Jeff Christian (?) claims silver isn't in a deficit because all investment demand is "available to supply to the market" at any given time. I think it's really valuable to listen to people like Jeff because they represent the pessimist stacker.

What we've seen is rising prices lead to rising investment demand. That demand has never settled down to previous lows in the past. Case in point the 30-40 Million Oz's of demand from 2000-2005 never returned after the 2008 bull run. What we'll likely see in the next bull run is an influx of new stackers buying already held coins, bars and rounds. It will be a circulation of existing investment demand. The only way this silver would become "available" to the broader market to be melted down for industrial supply is if a campaign of higher buyback prices was undertaken with the intent to resupply the industrial markets. It's like saying that all gold jewelry will be sold and melted into bars for Central bank's to purchase when the price increases to a certain point. Or all gold coins will be melted down for the same cause. Another possibility is goverments make private ownership illegal forcing people to surrender their bullion. That's the only way silver or gold held in private hands would become truly "available".


View: https://youtu.be/Bo7iPoKX0Jo?feature=shared
 
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