Why rising prices are the result of buying, not the cause

2026-01-06

At the start of 2026, the most dangerous question in the silver market may not be where the price goes next but whether the market itself still behaves the way investors expect.

Silver is trading at new all-time highs, yet the underlying market feels unfamiliar. Delivery is slower. Pricing is less coherent. Policy decisions are beginning to matter as much as sentiment. And confidence in how silver trades, particularly through paper markets, is becoming fragile.

This video is not just about making a price prediction for 2026. It is about recognising that silver is operating under conditions we have not seen before:

• Persistent silver market stress
• Widening price differentials between futures and physical markets
• Export controls and strategic resource policy
• Rising industrial

2026-01-01

In this video, we examine what changed in 2025 and what those changes imply for the year ahead. The focus is not simply on price but on behaviour. Silver has broken out relative to equities and gold after more than a decade of stagnation, suggesting that last year was less an ending than the removal of a long-standing constraint.

We explore the structural realities of the silver market, including by-product supply rigidities, declining grades, and the limits of new mine development. We look at why industrial demand from solar photovoltaics, electric vehicles, data centres, and semiconductors is largely inelastic and continues to grow regardless of price.

The video also examines shifting trade and geopolitical dynamics, including changes in Chinese export behaviour, rising Indian

2025-12-29

2025-12-27