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Silver Shortage: The Crisis in London and New York
2025-10-14
In this new episode, Jan Skoyles separates myth from mechanism to explain what’s really happening behind the headlines. Silver’s recent surge isn’t a scandal it’s a system under strain.
Jan explains how the century-old #silvermarket clears demand, why shelves can look empty when bars are plentiful, and what backwardation, lease rates, and spreads are really telling us.
In this video:
Why spot #silver is trading above futures and what “#backwardation” means
Why lease rates, spreads, and airfreight all signal the same thing: stress, not scandal
How retail shortages differ from wholesale supply
Why industrial demand is colliding with investment demand
What to watch next as the system rebalances
This isn’t a tale of villains or manipulation it’s a practical look at how real metal
This Is Bigger Than a Market Shift. It’s a Global Reset.
2025-09-04
#Gold made new highs. Silver followed. The headline is simple, the drivers are not. In this short briefing, Jan Skoyles explains why the long end of bond markets weakened, how policy credibility entered the price, and what Beijing’s choreography signalled for risk premia. The focus is practical. How to think about duration risk today. Why a measured allocation to bullion can still improve portfolio resilience.
Key points
Real yields firmed while #inflation expectations were stable. This is a repricing of confidence, not a panic about prices.
Long bonds remain an anchor for diversified portfolios, yet the anchor has moved. Funding costs matter.
#Geopolitics widened the range of plausible outcomes and lifted hurdle rates.
A measured allocation to gold and silver can diversify exposure
Silver: Here’s Why The US Government Just Announced It’s Critical
2025-08-26
For the first time in history, the U.S. government has reclassified silver as a critical mineral placing it alongside copper, lithium, and rare earths as essential to modern life.
This single designation could change how investors, governments, and billionaires view the metal forever. From energy security to national defence, solar panels to sovereign wealth funds #silver is no longer a “forgotten” asset, but a strategic resource.
H/T to #GoldFix on Substack who brought this to our attention, and whose work has greatly informed our discussion today.
Why the #U.S. now considers silver vital to economic and national security
What Saudi Arabia and other sovereign investors are quietly doing in silver markets
Why critical status often triggers stockpiling, subsidies, and price surges
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