Silver Price Watch
- Thread starter STKR
- Start date
so ask AI
how much silver is being held by investors and stackers and at what price would they be entice to part with their holdings?
Investor Silver Holdings
The precise amount of silver held by retail investors and stackers is difficult to determine, but estimates for investment-grade physical silver in public hands range between 2 and 4 billion ounces. As of late December 2025, major silver exchange-traded products (ETPs) held over 735 million ounces in trust.
Financial Overview
Key Insights
Price to Entice Selling
There is no single price point that would entice all investors to sell, as selling decisions are driven by individual goals, market conditions, and personal sentiment. Investor sentiment is currently dominated by optimism and a belief that prices will rise further.
AI responses may include mistakes. For financial advice, consult a professional. Learn more
how much silver is being held by investors and stackers and at what price would they be entice to part with their holdings?
Investor Silver Holdings
The precise amount of silver held by retail investors and stackers is difficult to determine, but estimates for investment-grade physical silver in public hands range between 2 and 4 billion ounces. As of late December 2025, major silver exchange-traded products (ETPs) held over 735 million ounces in trust.
Financial Overview
Key Insights
- Public Holdings vs. Official Vaults: The estimated amount of physical silver held by the public (2-4 billion ounces) dwarfs the official stockpiles of major trading hubs like the London Bullion Market Association (LBMA) and COMEX, which combined hold significantly less.
- Physical Market Tightness: Despite large public holdings, the physical silver market has experienced significant tightness and supply deficits in recent years, leading to low inventories in hubs like Shanghai and London.
Price to Entice Selling
There is no single price point that would entice all investors to sell, as selling decisions are driven by individual goals, market conditions, and personal sentiment. Investor sentiment is currently dominated by optimism and a belief that prices will rise further.
- Diverse Price Targets: Market analysts and retail investors hold a wide range of future price expectations, from cautious bank forecasts to highly bullish individual targets.
- Some retail investors expect silver to cross $100 per ounce in 2026.
- Renowned economist Jim Rickards predicts silver could reach $200 per ounce by the end of 2026.
- Major banks have more conservative average price forecasts for 2026, often in the $60 to $65 per ounce range.
- Influencing Factors: Key factors that influence selling decisions and price targets include:
- Inflation: Many investors hold silver as a hedge against inflation and currency debasement; sustained high inflation encourages holding for higher prices.
- Industrial Demand: Silver's significant industrial use, especially in green energy technologies like solar panels, sets a potential price ceiling around $125 per ounce, at which point manufacturers might begin to substitute with cheaper alternatives like copper.
- Monetary Policy: Lower interest rates reduce the opportunity cost of holding non-yielding assets like silver, making investors less likely to sell at current prices.
- Profit Taking: Short-term corrections due to profit-taking can occur even during a bull run, but these are often temporary.
- Supply and Demand: Persistent structural supply deficits and low physical inventories provide a strong fundamental case for holding out for higher prices.
AI responses may include mistakes. For financial advice, consult a professional. Learn more
I'm no expert chartist, I just go off vibes.
I'm a pattern recognition autist though, this still looks incredible to me.
The slam only looks so big because it pumped for half an hour on open, I wouldn't put that past being a manipulated pump so the slam looks more significant than it is, and even with that the dip is smaller (so far) than the % drop from 54.4 - 45.5.
It had to cool down a bit eventually, it hasn't even touched the first trend line.
I'm a pattern recognition autist though, this still looks incredible to me.
The slam only looks so big because it pumped for half an hour on open, I wouldn't put that past being a manipulated pump so the slam looks more significant than it is, and even with that the dip is smaller (so far) than the % drop from 54.4 - 45.5.
It had to cool down a bit eventually, it hasn't even touched the first trend line.
Jesus Fucking Christ
AI is Wikipedia that has had a Massive Steroid Enema ( that was 25% LSD ) shoved up it's ARSE !
AI only Regurgitates known information. It has NIL/NADA/ZERO capacity to provide original thought.
It's just a Extremely Fast ENCYCLOPEDIA !
It also prove to us, the weakness of their worldly full of boundaries.Jesus Fucking Christ
AI is Wikipedia that has had a Massive Steroid Enema ( that was 25% LSD ) shoved up it's ARSE !
AI only Regurgitates known information. It has NIL/NADA/ZERO capacity to provide original thought.
It's just a Extremely Fast ENCYCLOPEDIA !
Getting desperate. Pretty much what they did in 2011 by imposing position limits and raising margins. It was effective but only because they had available silver to meet market demand. They don't have a lot of tools at their disposal for long-term management of the markets without the physical silver to back up the play. This is positive news if you're not invested in short-term price movements.
Jesus Fucking Christ
AI is Wikipedia that has had a Massive Steroid Enema ( that was 25% LSD ) shoved up it's ARSE !
AI only Regurgitates known information. It has NIL/NADA/ZERO capacity to provide original thought.
It's just a Extremely Fast ENCYCLOPEDIA !
Pretty much on point though.
When they want to let the system go, it will be on their terms. I'm a little weary of another New Year crisis since 2020 though. IMO the timing of that was carefully thought-out, as we all enter a state of mind to accept new beginnings. It's a good time to propagate ideas to become widely accepted.
“This is not good. Silver is needed in many industrial processes.", said Elon Musk on his X (formerly Twitter) account. But… why is he saying that? What's it all about?
Elon Musk’s comment, posted on December 27, 2025, was a response to reports of
skyrocketing silver prices and impending Chinese export restrictions. His concern centers on silver's role as a non-negotiable raw material for critical technologies, including those central to his companies, Tesla and SpaceX.
The situation is driven by several key factors as of late 2025:
1. Impending Chinese Export Restrictions
China, which controls roughly 60–70% of the global silver supply, announced it will restrict physical silver exports starting January 1, 2026.
2. Record-High Prices and Inventory Shortages
Musk's post coincided with silver hitting historic price levels:
3. Critical Industrial Demand
As Musk noted, silver is indispensable because it is the most electrically conductive metal on Earth, with no effective substitutes for high-performance applications.
4. Structural Supply Deficit
The market has been in a "structural deficit" for five consecutive years, meaning demand consistently outpaces supply. Because silver is largely mined as a byproduct of other metals like copper and zinc, production cannot easily be increased to match sudden demand spikes.
AI responses may include mistakes. For financial advice, consult a professional. Learn more
Elon Musk’s comment, posted on December 27, 2025, was a response to reports of
skyrocketing silver prices and impending Chinese export restrictions. His concern centers on silver's role as a non-negotiable raw material for critical technologies, including those central to his companies, Tesla and SpaceX.
The situation is driven by several key factors as of late 2025:
1. Impending Chinese Export Restrictions
China, which controls roughly 60–70% of the global silver supply, announced it will restrict physical silver exports starting January 1, 2026.
- New Licensing: Only large, state-approved firms with high production and significant credit lines will be allowed to export.
- Impact: These rules effectively block small-to-mid-sized exporters, leading to fears of a global "supply squeeze".
2. Record-High Prices and Inventory Shortages
Musk's post coincided with silver hitting historic price levels:
- Price Surge: Silver surpassed $80 per ounce in late December 2025, more than doubling its price from earlier in the year.
- Inventory Collapse: Global stockpiles are at critical lows. COMEX inventories have dropped 70% since 2020, and some regions are estimated to have only 30–45 days of usable silver remaining.
3. Critical Industrial Demand
As Musk noted, silver is indispensable because it is the most electrically conductive metal on Earth, with no effective substitutes for high-performance applications.
- Electric Vehicles (EVs): Modern EVs, such as those made by Tesla, use significantly more silver (roughly 25–50 grams per car) than traditional vehicles for power electronics, contacts, and charging systems.
- Solar Energy: Solar panel manufacturing is currently the single largest driver of silver demand.
- Other Uses: It is vital for 5G infrastructure, medical devices, and AI-supporting data centers.
4. Structural Supply Deficit
The market has been in a "structural deficit" for five consecutive years, meaning demand consistently outpaces supply. Because silver is largely mined as a byproduct of other metals like copper and zinc, production cannot easily be increased to match sudden demand spikes.
AI responses may include mistakes. For financial advice, consult a professional. Learn more
Don't be too worried about the gold and silver drops, it was Comex expiry yesterday and the contract strike price was $US75. They had to push it below this price or the shorts would lose billions. Once the end of year price massaging finishes and the Chinese silver export restrictions kick in, look out!
View: https://x.com/shanaka86/status/2005544519450677575?s=48
View: https://x.com/shanaka86/status/2005544519450677575?s=48
CNBC is already running the “bubble burst” narrative. Bloomberg too. They want you scared. They want you out.
But nobody’s talking about what happened in Shanghai during that exact same window.
While American traders panic-dumped at $75, Chinese buyers were paying $90. Ninety. For the same metal. The premium didn’t shrink during the crash—it widened.
Let that sink in.
This wasn’t a top. This was a heist.
I’ve been in this game long enough to know what a liquidity vacuum looks like. There were zero bids between $83 and $76. The algos pulled everything. Price didn’t fall—it teleported. And the second it hit $75, physical demand stepped in like it was Christmas morning.
Here’s the part that should terrify you: China locks silver exports in 72 hours. January 1st. Export licenses only. They control 70% of global supply. COMEX is down 70% on inventory. London’s vaults are bleeding. And Elon Musk just tweeted “this is not good” about the shortage.
The gold-silver ratio is 60:1. Historical average is 30. That’s $150 silver just to normalize.
Everyone’s calling this 1980. It’s not. The Hunts were speculators playing paper games. This is industrial demand crashing into empty vaults. Solar panels don’t negotiate. AI chips don’t wait.
Retail just handed their silver to sovereign wealth funds at a 15% discount.
And most of you have no idea what’s about to happen.
But nobody’s talking about what happened in Shanghai during that exact same window.
While American traders panic-dumped at $75, Chinese buyers were paying $90. Ninety. For the same metal. The premium didn’t shrink during the crash—it widened.
Let that sink in.
This wasn’t a top. This was a heist.
I’ve been in this game long enough to know what a liquidity vacuum looks like. There were zero bids between $83 and $76. The algos pulled everything. Price didn’t fall—it teleported. And the second it hit $75, physical demand stepped in like it was Christmas morning.
Here’s the part that should terrify you: China locks silver exports in 72 hours. January 1st. Export licenses only. They control 70% of global supply. COMEX is down 70% on inventory. London’s vaults are bleeding. And Elon Musk just tweeted “this is not good” about the shortage.
The gold-silver ratio is 60:1. Historical average is 30. That’s $150 silver just to normalize.
Everyone’s calling this 1980. It’s not. The Hunts were speculators playing paper games. This is industrial demand crashing into empty vaults. Solar panels don’t negotiate. AI chips don’t wait.
Retail just handed their silver to sovereign wealth funds at a 15% discount.
And most of you have no idea what’s about to happen.
