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Strategies & Market Trends : Ride the Tiger with CD
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To: Claude Cormier who wrote (312067)10/22/2025 11:28:52 AM
From: koan4 Recommendations

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It is a simple equation.

Demand is increasing more than supply. And econ 101 says that should increase price.

For the last four/five years there has been 200 million oz deficit in silver, with no increase in production. And the investment demand was low and steady at about 200 million oz.

Now we have a situation where both investment and industry is ramping up demand for silver, with no apparent substantive increase in supply, so deductive logic would point to a higher price.

Right now gold is correcting and silver is following as it always does. But what would cause the central banks to stop buying gold? It sure isn't a more stable world, or strengthening of the dollar.

We know investment demand is increasing, and we can also see industry demand is increasing with the increased emphasis on EV's, green energy, technology, and military and industry demand in general.

And where would the new supply come from? Mexico, the #1 producer can increases supply a bit, but at the same time it looks like China #2 supplier may be hoarding its own silver supply and not exporting it, like with rare earths?

We will know soon enough.
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