Gold, Silver & Other Precious Metals 19 (Oct 24 - Dec 26)

[behappyalways]

ZSL. 2x short silver. Look at the volume.
https://x.com/Chartfest1/status/2008623074648731930

[behappyalways]

Soaring Silver Prices Force Solar Makers To Rethink Materials
https://www.zerohedge.com/markets/soari ... -materials

[behappyalways]

Stablecoin Titan Tether Wants Gold To Be Used For Everyday Payments—Here's How
https://www.zerohedge.com/precious-meta ... -heres-how


CME raised margin requirements three times in a short period! Seemingly to reduce risk, but actually to protect short positions!
CME短期内三次提高保证金比例！看似降风险，实则保空头！
https://m.youtube.com/watch?v=oWZdcXgqR ... IBo7VqN5tD


Who's got silver?
https://x.com/duediligenceguy/status/20 ... 7931025907


Gold mining output to peak in 2027 with gradual plateau rather than sharp drop – World Gold Council
https://www.kitco.com/news/article/2026 ... world-gold


CME’s margin hike is just a smokescreen to cover major shortages in the physical market - Bawden Capital
https://www.kitco.com/news/article/2026 ... cal-market

[winston]

Silver rallies amid substitution risks

Physical silver is becoming increasingly difficult to source in Singapore as well as across the globe, with demand for physical bars and coins, remaining strong despite sharply elevated premiums.

by Priyanka Sachdeva

In the last quarter of 2025, prices surged sharply, driven by a combination of supply tightness in physical markets, strong industrial demand and heightened geopolitical risks.

LONGi Green Energy has confirmed that it will begin substituting base metals for silver in its solar cell production from the second quarter of 2026, citing cost pressures amid record-high silver prices.

The pace of silver demand growth from the solar sector is likely to slow, and in certain segments, could even flatten or decline.

Electronics, medical applications, automotive systems and advanced manufacturing, continue to absorb substantial volumes.

Nearly three-quarters of global silver output is produced as a by-product of base metal mining. As a result, supply is relatively inelastic and cannot be scaled up quickly in response to rising demand.

Looking ahead, investors should monitor three key factors closely:
1. the pace and effectiveness of silver substitution in solar manufacturing
2. evidence of new industrial demand streams and
3. ongoing signals from physical markets

Source: Business Times

https://www.businesstimes.com.sg/compan ... tion-risks

[winston]

Time to Take Profits on This Precious Metal

by Mike Burnick

Investors in silver who scored windfall gains may want to consider taking some profits now or at least tightening their stops.

Source: Jeff Clark Trader

https://dailytradealert.com/2026/01/15/ ... ous-metal/

[behappyalways]

Meet The Man Who Bought $1 Billion In Physical Silver Before The Rally
https://www.zerohedge.com/commodities/c ... lver-rally

[behappyalways]

Singapore investor demand for gold up 48% to 9.6 tonnes as WGC confirms historical 2025 for asset
https://www.theedgesingapore.com/news/g ... 2025-asset

[behappyalways]

Gold and silver prices plummeted, revealing a decisive resistance level.
Gamma compression combined with algorithmic strangulation – what will the future trend be?
金银闪崩亮出斩杀线，伽马挤压+算法绞杀，未来走势如何？
https://m.youtube.com/watch?v=LMWDbxQucsA


Gold-silver ratio
https://x.com/zerohedge/status/2017350220128874915

[behappyalways]

The flash crash in gold and silver prices hides a default crisis and the life-or-death secrets of exchanges!
金银闪崩，藏着违约危机和交易所的生死秘密！
https://m.youtube.com/watch?v=aM9dFbOL8 ... MBo7VqN5tD


Is capital being weaponized? Similar to the US sanctions against Japan during WWII? Dalio suggests the world is on the brink of a capital war... "Buy more gold"—a safe-haven asset.
資金變武器化？似二戰時美對日制裁？達里歐提全球瀕臨資本戰..."該多買黃金"穩坐避險王牌｜非凡財經新聞｜20260204
https://m.youtube.com/watch?v=dILzotlNE ... EKAYcqIYzv

[winston]

Why is silver whipsawing while gold steadies?

Industry observers say thin liquidity and speculative unwinding are behind silver’s wild swings

by Benicia Tan

While the price swings have been sharp, market watchers suggest that they are a by-product of market mechanics and leverage, rather than any fundamental shift in the metal’s underlying value.

Silver’s near-term price behaviour is likely to be driven by the pace of arbitrage unwinding, the extent of forced selling, and whether new buyers emerge after prices pull back from recent highs.

The Shanghai spot premium over London – which briefly surged above 30 per cent – has retreated to a three-week low of under 10 per cent, signaling waning marginal demand.

Attributed gold’s relative resilience to deeper liquidity, a broader investor base and continued central-bank demand.

Source: Business Times

https://www.businesstimes.com.sg/compan ... hould-know