Of course there is something to all those things. But the mainstream carefully overlooks what is likely the biggest cause of the stunning revival of the monetary metals: the long-overdue calling of the short derivatives positions in both metals that has been operated for decades by the U.S...
At the same time, we are hearing reports that BYD is scrambling to front-run Samsung , seeking to secure as much as 40,000 metric tonnes of silver for its silver solid-state EV battery programme in 2026. If accurate, the implications for physical supply are profound.
the idea of volatile, is just due to leverage, people trade 5k ounces with 7%+ margin. a no no
for 1k ounces bar, up and down a dollar, not much stackers care, just a day to day living.
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