The recent move in silver has unsettled a lot of people. It has unsettled people not because of the price itself, but because it no longer behaves the way many expected it to.
Silver is no longer trading simply as gold’s understudy. Industrial demand has exceeded mine supply for five consecutive years, liquidity has thinned, and silver is now being pulled into strategic supply chains – from electrification and data infrastructure to defence and emerging technologies such as solid-state batteries. Add to that reports that Chinese London Good Delivery refineries may restrict exports, and silver’s inclusion on the U.S. critical minerals list, and you begin to see why availability is becoming the central point of discussion.
In today’s GoldCore TV video, Jan Skoyles doesn’t offer forecasts or any rumours or theatrics. Instead, she outlines seven assumptions that perhaps worked in calmer markets but are starting to fail under stress – around liquidity, paper exposure, supply response, industrial urgency, and what “delivery” in paper markets actually means when demand becomes non-negotiable.
If you hold silver (or rely on paper claims to it) this is an analysis worth watching. Not to guess the next move, but to understand the mechanics that shape outcomes when markets tighten.
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