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Silver Commentaries

The Silver Shortage is Real

The silver deficit is real and prices, despite some short-term volatility, will soon reflect market realities and rise accordingly. The silver market is experiencing a severe structural deficit, with demand consistently outstripping both primary mining output and recycling, leading to a projected sixth consecutive year of shortages in 2026.

Gold Joins Silver on the Launchpad

The standout on the chart still remains -- and that's that silver has been bumped out of its No. 1 spot on the above Days-to-Cover chart -- and platinum has taken its place...but only by 1 day. This turn of events has come about because of the aggressive short covering by the Big 8 commercial traders in silver over the last nine or so months.

Lawmakers Introduce SILVER Act to De-Risk U.S. Precious Metals Market Infrastructure

CEO Gleason: "Greater access to qualified storage facilities across the country will enhance efficiency and reduce barriers to entry."

Iran War Has Global Economy On Verge Of Complete Meltdown

Keep in mind that gold went from $1,000 to $700 in 2008 as the markets were unraveling, before hitting $1,900 a few years later. And I think we’re in a similar situation now...

Gold & Silver Sell Off Again, as Oil Tankers Are Getting Blown up in the Middle East

If you were expecting the gold and silver prices to rise following the outbreak and then escalation of the Iran war, obviously, that has not been the case over the past two weeks.

Why Gold & Silver Haven't Rallied After Breakout of Iran War

My suspicion is that this ultimately ends up playing out in similar fashion to what we saw with the confirmation of silver as a critical mineral.

Silver Demand Expected to Outstrip Supply and Other Silver News

March 10, 2026

The Silver Institute expects the global economic and geopolitical environment to continue supporting precious metals this year. 

Seven Silver Investing Mistakes

March 04, 2026

New investors often arrive at silver during moments of heightened attention, interpreting volatility as validation of a narrative rather than as a characteristic of the asset itself.

Silver, Strategy, and a Structural Deficit

March 03, 2026

Charlie Garcia noted that 60 to 70% of the globally traded refined silver supply now requires Chinese permission to be exported...that shift alone changes the strategic landscape.

The Set-Up in Silver: Even More Incandescently White-Hot Bullish

Despite the fact that silver rose around $15 during the holiday-shortened reporting week, I was amazed but happy to see that the Big 4 shorts...two of which are U.S. banks...manage to reduce their short position. In fact, it may have been their short covering that drove silver's price higher during the reporting week. I have no record or memory of the Big 8 holding such a tiny short position when Ted's raptors were only net long this small amount. In the 'old days' many years back, it was…

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