Silver Price Watch
- Thread starter STKR
- Start date
A quote from an Article :- https://www.zerohedge.com/news/2026-04-17/silver-institute-silver-enters-squeeze-regime
" Supply growth remains incremental and reactive rather than transformative. The majority of silver production continues to come as a byproduct of base metal mining, limiting the industry’s ability to respond directly to silver-specific price signals. Even where prices incentivize recycling, bottlenecks in refining capacity and logistical constraints cap the upside.
This is the first key imbalance. Supply is responding, but not fast enough, and not at scale ".
When I read that my 1'st thought was " the only way for supply & demand to equalize is to force demand down by increasing price. When the price of SILVER is high enough, it will subdue demand enough to match supply ".
I'm holding my Stack until the GSR is below 30:1 & then I will sell some to purchase more GOLD for the longer term.
Just my personal thoughts.
" Supply growth remains incremental and reactive rather than transformative. The majority of silver production continues to come as a byproduct of base metal mining, limiting the industry’s ability to respond directly to silver-specific price signals. Even where prices incentivize recycling, bottlenecks in refining capacity and logistical constraints cap the upside.
Looking ahead, the report forecasts a slight decline in mine supply for 2026, reinforcing the view that the current supply base lacks the elasticity required to resolve the deficit. The absence of large-scale new projects and the reliance on incremental expansions suggest that supply will remain structurally constrained.
This is the first key imbalance. Supply is responding, but not fast enough, and not at scale ".
When I read that my 1'st thought was " the only way for supply & demand to equalize is to force demand down by increasing price. When the price of SILVER is high enough, it will subdue demand enough to match supply ".
I'm holding my Stack until the GSR is below 30:1 & then I will sell some to purchase more GOLD for the longer term.
Just my personal thoughts.
SILVER ! :- A very interesting article that gives some depth to the Structural Supply Deficit of SILVER !
goldbroker.com
In concrete terms, to simplify:- Less refined oil → less recovered sulfur → less available sulfuric acid → less ore processing capacity → less metal recovery… including silver.
I'm Holding my Stack
Silver: Heading Toward a Silent Supply Crisis | GoldBroker.com
The silver market is shifting into a much tighter situation than it appears at first glance. Behind the sometimes erratic fluctuations in futures prices, the physical market continues to tighten — slowly but surely.
goldbroker.com
In concrete terms, to simplify:- Less refined oil → less recovered sulfur → less available sulfuric acid → less ore processing capacity → less metal recovery… including silver.
I'm Holding my Stack
As of early May 2026, China has effectively halted exports of sulfuric acid—a key industrial chemical byproduct from copper/zinc smelting—to prioritize domestic fertilizer production and secure supplies amid global market disruptions caused by the Iran conflict. This restriction, targeting major, non-specialized, and non-electronic grades, is causing significant shortages for importers like Chile, India, and the Democratic Republic of Congo.
