Holding silver and polymetallic metals in all forms, physical, mines and tenements. The only way to win is to cut out all the middle men, and deal direct.
In 1972 silver rose 3,368% in 8 years. ๐ช
In 2003 silver rose 1,041% in 8 years.
If this bull run matches 2003โฆ
Silver hits $270.
If it matches 1972โฆ
Silver hits $818.
And silver is sitting right at its 200-day moving average today.
The same level it rode during both of those bull runs.
The only time it broke below was 2008.
It recovered fast.
Then rose nearly 500% after that.
This is not a sell signal.
This is a reload zone.
#Silver #PreciousMetals #Stackers
JUST IN ๐บ๐ธ: Japan physical silver premium: +41.9% today. ๐ฏ๐ต
COMEX paper price: $68.52
Japan street price: $97.22
That's a $28.70 gap.
Paper says $68.
Physical says $97.
Same metal. Different reality.
#Silver#PreciousMetals#Stackers
๐ช Daily Silver Briefing | May 31
Spot: $75.30 (-0.14%)โจFutures: $75.88 (-0.05%)
Silver held mostly steady as producers continue to fire on all cylinders.
โ Silvercorp (SVM): Record revenue, Ying District permit extensions + new $31.6M mill to add 3,000 tpdโจโ Silver X (AGX): Back to profit in Q1 ($4.6M net income), closed $50M financing + Pampas acquisition, targeting 1,000 tpd
CFTC positioning (as of May 26): Non-commercials remain net long.
Supply response is building. Watch for execution on expansions.
#Silver #Mining #PreciousMetals
Silver lease rates just hit 6.8% annualized in London.
Most people don't know what that means.
Here is the explanation:
A lease rate is what borrowers pay to access physical silver for industrial use.
When rates are low โ 0.5% โ silver is abundant and easy to borrow.
When rates hit 6.8% โ borrowers are paying a massive premium because physical silver is genuinely scarce.
6.8% is a stress signal.
At the end of May, June COMEX silver futures hit their first notice day.
Institutional buyers can demand physical delivery instead of cash settlement.
With silver in its 6th consecutive year of supply deficits and 95 million ounces having left the US in just the first 2 months of 2026 โ physical delivery pressure is building.
$SIL $PAAS $HL $AG $WPM
One country refines 60-70% of the world's silver. That country just locked down exports.
If you care about where inflation is heading or how commodity prices affect your portfolio, this is one of the most important changes that happened this year.
China replaced its 25-year-old silver export system with tight licensing restrictions. Only a handful of approved firms can export silver now.
In March alone, China imported 836 tons of silver, 170% above their 10-year average. Retail investors there are stacking silver as an affordable alternative to gold while their solar industry frontloads production ahead of a tax change.
Solar consumes 20% of global silver supply every year. Most of that happens in China. When the country that refines most of the world's silver keeps more of it at home, everyone else competes for what's left.
Full breakdown in the thread below:
Five unstoppable forces are converging to detonate silver: a structural deficit, runaway tech demand, systemic risk hedging, inflation fear, & a coming stampede from bloated stocks into gold & silver https://t.co/Wz2hBaWmq3