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.