Silver coin and bar demand is rising again
- 2024: 191mt
- 2025: 218mt up 14%
- 2026: 258mt up 18%
Meanwhile:
- silver is in a deficit for 6 consecutive years
- China is draining global silver inventories
- silver supply peaked in 2016
Ignore short-term volatility. Over the longer term, the future for silver is bright.
We are currently seeing the fastest growth in US money supply in four years.
And again, let’s stop solely blaming the war for this:
Inflation is fundamentally a monetary phenomenon.
https://t.co/ITckVME2Dy
It’s been an extremely volatile quarter.
Gold and silver both made aggressive moves higher, and then corrected just as hard.
Copper spent most of the time chopping around while the market debated inventories vs actual demand.
Uranium kept building momentum in the background as the AI / power narrative picked up, as did the US Administration.
Then the Middle East escalated, and macro took over. Yields, energy, FX — everything started moving at once.
Strip all that out and look at the scoreboard:
$GOLD +7.97%
$ALUMINUM +12.78%
$SILVER +3.14%
$COPPER -0.88%
$PLATINUM -8.16%
Given the volatility and the constant shifts in macro, that’s a market that’s held together.
#MarketVolatility #MacroUpdate #GlobalMarkets #TradingInsights #MarketRecap
Mining Stocks $GDXJ vs Price of Gold $GLD. Miners are about to lead the metal! Bullish falling wedge reversal pattern setting up! RSI about to break downtrend! Bullish Percent Gold Miners $BPGDM adds final confirmation- highlights the best entry point in over 2 years!
$COPPER is pushing higher today, attempting to move back into the range we’ve been watching all year.
We’re still ~16% off the January highs, and there’s been a lot more noise lately — Macquarie has emphasized the ‘oversupplied / weak demand’ narrative.
Inventories have built, but much of that reflects metal being pulled into the US on arbitrage — so the headlines overstate the signal.
At the same time, China is starting to re-engage. SHFE stocks are drawing, and the Yangshan premium has pushed up sharply since early March, now back near ~$70/t — highest since early June.
Middle East tensions are creating COVID-era levels of market uncertainty, and copper hasn’t been immune.
#Copper #Macro #Commodities #MiningNews #ChinaEconomy
It’s official.
Agricultural commodities have broken through a nearly 20-year resistance level.
I expect this move to accelerate from here.
When energy moves, agriculture tends to follow — it’s a natural lag in the macro setup.
Be mindful of the social and political consequences of rising food prices.
My latest macro presentation:
https://t.co/9Tz3Hjcncl
Since 2025, the US has invested $1B+ in Latin American critical minerals to secure supply chains.
Meanwhile, Chile is advancing 13 copper projects worth $14.8B toward 2026 milestones.
Key Projects to Watch:
• Starting Operations: Anglo/Glencore’s Collahuasi (C20+), Codelco’s Rajo Inca, and Andes Iron’s Dominga.
• Under Construction: BHP’s Spence and Capstone’s Santo Domingo represent a combined $7.7B in new spending.
• Output Impact: Consultancy GEM estimates this pipeline could lift Chile’s output to 5.6M tonnes.
With global demand set to double by 2035, these projects provide a vital buffer against a looming deficit.
#Copper #Mining #Chile #Geopolitics #Investing #EnergySecurity
Development Timelines: Copper Mines vs. AI Data Centers ⏲️
AI infrastructure scales in 18-24 months. New copper mines take an average of 17.9 years.
Read the full breakdown: https://t.co/qzYnO3Xvil
Despite the recent rally, oil priced in gold has barely budged.
That puts into perspective how undervalued oil may still be.
And no, this is not negative for gold.
If anything, it reinforces the idea that we are entering an era of structurally higher natural resource prices.
https://t.co/cQcnob8dc8
🔶 Copper’s Strategic Role Continues to Expand ⚒️
According to Kitco News, global #Mining company Vale plans to invest US$3.5 billion in new #Copper developments by 2030, reinforcing the metal’s growing importance in the global economy and future infrastructure.
Read more 👉 https://t.co/fG94mwzyuT
This is a good day to buy the dip on silver mining stocks.
The shortage in silver is severe. These companies are massively profitable.
Aya is my favorite
Ticker: AYASF
There are others. Do your own reading on which miners can increasing production in the next few years.