Silver Price Watch
- Thread starter STKR
- Start date
They had bugger all silver for sale anyway, they had 400kg listed over the weekend and that's all gone now. Maybe it worked as a good time to update site because they had so little to sell?
I'm guessing it was supposed to be an hour or 2 at max and something went wrong. Hopefully they're back online and fully stocked soon.
I'm guessing it was supposed to be an hour or 2 at max and something went wrong. Hopefully they're back online and fully stocked soon.
Hey new silver stackers! Here's a shorter, straight-to-the-point guide on why the physical silver market is booming right now, backed by real fundamentals, and when to jump in.Why physical silver is super strong:
We're in the fifth straight year of massive supply deficits (Silver Institute data: ~95-149 Moz shortfall in 2025, cumulative ~820 Moz since 2021). Mine output lags at ~830-840 Moz/year while demand hits ~1.2B oz, driven by industrial use (>50% of total, up 3-4% CAGR through 2031). Key drivers: solar panels (PV demand +50% YoY), EVs, AI data centers, electronics—silver's irreplaceable for conductivity.Economics & politics fueling it:
Loose monetary policy (Fed cuts in 2025, more expected in 2026) weakens the USD and boosts commodities as an inflation hedge. Geopolitics (Middle East/Asia tensions) add safe-haven buying. China's export restrictions (effective Jan 1, 2026) choke 60-70% of global refined supply—only big licensed firms can export, tightening physical metal and spiking premiums (10-20%+ in Oz, higher in Asia).Technical setup (Fibonacci in AUD):
Silver peaked ~122 AUD/oz in late Dec 2025, retraced to ~106 AUD (near 38.2% Fib support from the 2025 surge—a healthy bull pause). We've broken back above 120 AUD, flipping resistance to support. Current spot hovers ~118-121 AUD/oz (as of Jan 7, 2026). Hold this, and the next Fib extension (161.8%) targets ~148 AUD—20%+ upside potential.
When to buy as a new stacker:
Dips are your friend—DCA on pullbacks to 106-110 AUD (or lower Fib supports like 100 AUD if volatility hits). Don't chase highs; any weakness now (post-China rules) is a prime entry before the next leg up. Start small with low-premium 1-oz bars/rounds or 10-oz from dealers like Perth Mint/ABC Bullion. Keep 5-10% portfolio allocation, store securely.This bull blends structural shortages with macro tailwinds—stack smart and hold long-term.
Cheers H.
We're in the fifth straight year of massive supply deficits (Silver Institute data: ~95-149 Moz shortfall in 2025, cumulative ~820 Moz since 2021). Mine output lags at ~830-840 Moz/year while demand hits ~1.2B oz, driven by industrial use (>50% of total, up 3-4% CAGR through 2031). Key drivers: solar panels (PV demand +50% YoY), EVs, AI data centers, electronics—silver's irreplaceable for conductivity.Economics & politics fueling it:
Loose monetary policy (Fed cuts in 2025, more expected in 2026) weakens the USD and boosts commodities as an inflation hedge. Geopolitics (Middle East/Asia tensions) add safe-haven buying. China's export restrictions (effective Jan 1, 2026) choke 60-70% of global refined supply—only big licensed firms can export, tightening physical metal and spiking premiums (10-20%+ in Oz, higher in Asia).Technical setup (Fibonacci in AUD):
Silver peaked ~122 AUD/oz in late Dec 2025, retraced to ~106 AUD (near 38.2% Fib support from the 2025 surge—a healthy bull pause). We've broken back above 120 AUD, flipping resistance to support. Current spot hovers ~118-121 AUD/oz (as of Jan 7, 2026). Hold this, and the next Fib extension (161.8%) targets ~148 AUD—20%+ upside potential.
When to buy as a new stacker:
Dips are your friend—DCA on pullbacks to 106-110 AUD (or lower Fib supports like 100 AUD if volatility hits). Don't chase highs; any weakness now (post-China rules) is a prime entry before the next leg up. Start small with low-premium 1-oz bars/rounds or 10-oz from dealers like Perth Mint/ABC Bullion. Keep 5-10% portfolio allocation, store securely.This bull blends structural shortages with macro tailwinds—stack smart and hold long-term.
Cheers H.
" This guy " couldn't get to the point if it was shoved up his arse.
He took 8 min's to share 2 min's of info.
That's my common rant about youtube content. Although I say 10min for 2min worth of content. Apparently 10min is the sweet spot for ad revenue.
I generally watch YouTube videos at 2x speed. Even then, many take way to long.
I just struggle to understand why Silver is still below $200 USD / oz ?
5 yrs of STRUCTURAL SUPPLY DEFECIT ! ( some say 7 yrs because the 1'st 2 yrs was covered by ETF outflows, not mining supply )
How can a " Critical " mineral/metal that is mined at 7:1 against Gold , yet it's still priced at 56:1 ???
The Paper smoke/mirrors game is obviously still in play, but when the reality of the Deficit in Supply, imposes itself onto the physical market reality, true Price Discovery may occur.
Hold onto ur Stack, things may get VERY interesting this year
