Housekeeping: Good Morning.
“The reset is a process, not an event”
Topics:
Silver’s Perfect Storm Begins- $50 and Beyond Awaits
Gold/Silver Ratio chart discussion
Market Analysis:
SilverFix: Perfect Storm Begins- $50 and Beyond Awaits
The rally comes amid heightened focus on critical minerals. The U.S. is preparing for potential trade disruptions, while global flows face increased friction. Reports indicate silver shipments are being rerouted, with refining bottlenecks tightening available supply. The LBMA is showing visible signs of inventory stress. EFP spreads and lease rates have surged, pointing to physical scarcity.
ETF inflows from India and China are accelerating, highlighting a pivot in global demand away from gold. Meanwhile, swap dealers now hold their largest collective net short position in history, amplifying upside risk if covering begins.
With silver fundamentals reasserting over paper abstractions, and BRICS demand rising, market participants are recalibrating. Lease rate signals, policy shifts, and constrained supply suggest the metal may be entering a structurally tighter phase.
To sum up the factors coalescing to create this perfect storm
Tariff Risk
Mineral Wars
London Has No Meta
BRICS ETF Demand
Full analysis in Premium Post: Silver’s Perfect Storm Begins
We will look at a couple charts focusing on MSA Gold/Silver Observations adn price targets
Related Posts:
Data on Deck: CPI/ PPI
MONDAY, JULY 14 None scheduled
TUESDAY, JULY 15 8:30 am Consumer price index
WEDNESDAY, JULY 16 8:30 am Producer price index
THURSDAY, JULY 17 8:30 am Retail sales
FRIDAY, JULY 18 8:30 am Housing starts
Full calendar1
Charts and Final Market Check
