re <<silver is far less rare. I suspect that demand for silver can be met relatively easily by increased production, particularly if Mexico ramps up output.>>
- silver is supposedly to soon get rarer with China taking away 50-60% of the market for own needs, in concert with global-south collaborators in win-win combo
- cannot ramp up production out of mines (70% of total) which are not producing silver as primary product due to mathematics, and for the primary producers, joining the cartel has much benefits, including circumventing need to build 100M processing plant even enjoying global silver pricing ramp by taxing the still-more-advanced economies
here be the detailing / coloring and in broad daylight
Message 35375498
Q: China, if am reading you correctly, is in effect doing a rare-earths protocol in broad daylight, but to silver, borne on being large-enough miner, efficient-enough trader, transparent-enough exchange, certain-enough user, insensitive-enough to silver pricing, in collaboration with global-south Peru, Mexico, and Bolivia, yes?
Q: Please review this piece of JPM note and comment / critique as you might in context of our metals gold, silver, platinum, copper metalsandminers.substack.com <<P/E 24 = Dead Money: Why J.P. Morgan's 35-Year Chart Shows the Great Rotation From the S&P 500 to the Metals and Miners is the Play in 2026!>> - why JPM so pessimistic, why only for '2026', and not for '2026 - 2032' ?
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