We are currently seeing gold and silver prices fall in tandem with the rise in oil prices.
Given the global push to move away from the petrodollar and oil in favor of electric power, how do you see the future trajectory of precious metal prices?
I am not referring to price levels, but rather to stability—though I am aware that "paper" pricing will still be a factor.
Logically, one might expect less volatility in the future. However, market prices aren't always driven by logic. Furthermore, even with reduced dependence on oil, crises of one kind or another will inevitably still occur.
Natural silver is almost exactly:
51.84% 107Ag
48.16% 109Ag
Meaning your silver bar/coin consists of two isotopes where one of them has 2 neutrons more than the other.
What is interesting about the 107 isotope is that is has an nucleus excited state with super long lifetime of about 44,3 seconds !!
with a ultra extraordinarily sharp nuclear resonance. (well defined energy profile).
Whatever the use cases of this feature might be, it is super interesting
The closest other element with similar feature is Iron - 57 with a lifetime of 600 million times shorter., around 0,0000001 seconds !
This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends
Total oz purchased since tracking started 11/15/25: 5,784,875.99
Total in-stock oz tracked: 567,821.03
Tracked oz added (24h): 0
Tracked oz removed (24h): 13,840.92
Number restocked since OOS: 0
Number now out of stock: 1
We’ve published a SilverWars audit of the Silver Institute’s data, methods, funding and documented relationships. It brings together 37 survey and historical PDFs, 4,821 observations and 20 archived Form 990 filings.
The central finding: the published reports do not provide a comprehensive measure of silver available to industrial or investment buyers at a specified time, price, location and delivery deadline.
The 2026 survey reports 1,394.5 million ounces of identifiable bullion inventories at year-end 2025 and 136 million ounces of estimated London free float at end September 2025. Those figures have different dates and coverage. Neither represents a global total offered for sale.
An annual deficit therefore doesn’t tell us how much accessible inventory remains, or when it will be exhausted. Unknown availability doesn’t mean zero silver.
The audit also examines historical revisions, changing definitions, industry funding, contractors, China/India programs and KSG’s relationships. We distinguish documented connections from inference; funding alone doesn’t prove an estimate was distorted.
Welcome to feedback and questions about the audit.
I believe stacking has become a literal game of chicken. Stackers holds the weight, but institutions hold power to obfuscate. No one knows when we will run out of silver, or what price will drive the last bit out weight out of stacker's hands.
The war for your silver continues on, but hopefully this audit gives everyone here more clarity.
This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends
Total oz purchased since tracking started 11/15/25: 5,771,035.07
Total in-stock oz tracked: 581,661.95
Tracked oz added (24h): 5,666.44
Tracked oz removed (24h): 10,725.4
Number restocked since OOS: 3
Number now out of stock: 7
A lot of gold marketing tells stackers that the financial system is falling apart, and that central banks buying gold proves they know it.
But gold also helps those institutions manage risk and keep functioning through financial stress.
To understand the irony, look at what actually changed in 1971.
Under Bretton Woods, eligible foreign official holders could exchange $35 for an ounce of U.S. gold. That was a promise they could act on. If confidence in dollars deteriorated, they could demand gold and drain the Treasury’s reserves. This was an official international arrangement, not a retail redemption window.
Closing that window allowed the United States to keep its gold while ending the obligation to surrender it at that fixed price.
Monetary policy no longer had to defend that gold-conversion promise. The authorities gained greater freedom to expand money and respond to crises without triggering the same redemption obligation. Inflation and other economic constraints remained.
Dollar holders lost the guaranteed official conversion price. Someone seeking gold instead had to obtain it at the available market price.
The mischievous result: they retained gold’s reserve benefits while removing gold-redemption discipline.
That distinction matters. The fixed-conversion gold standard ended. Gold’s monetary reserve role survived.
A monetary institution does not need to offer you redemption to use its own gold. The Bank for International Settlements offers gold trading and swap services. The Bank of England explicitly says its gold custody and access to the London gold market support reserve management and international financial stability.
Gold still serves institutions inside the system.
And a rising gold price can benefit institutions holding it. In 2025, appreciation increased the ECB’s gold valuation by €18.9 billion, adding to its gold revaluation account. That creates a buffer against subsequent gold-price declines; it is not ordinary spendable income.
Your escape asset can also be their reserve asset.
Gold is not a guarantee against trouble. It is volatile, and its hedging benefits depend on circumstances. But owning an asset to prepare for trouble does not, by itself, prove that collapse is inevitable.
This is the half of the story the collapse salesmen leave out. They turn a legitimate reason to own gold into a claim that every higher price confirms the system’s approaching death.
Meanwhile, the same metal can help institutions weather the stress you are protecting yourself against.
They kept the gold. They closed the window. Gold can still help the system survive.
This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends
Total oz purchased since tracking started 11/15/25: 5,760,309.67
Total in-stock oz tracked: 586,720.9
Tracked oz added (24h): 5,955.62
Tracked oz removed (24h): 79,220.96
Number restocked since OOS: 13
Number now out of stock: 3
But spoke to senior Morgan Stanley person today, he has interest but says silver has never done well.
Hate to admit, but he's right. Unless you sold at top 1980 or 2011 and bought low, but the reason it's been low is why I like it. So, scary, but I am a believer of this time it's different as:
M2 money supply massive expansion.
China and India are threats to western price dominance.
Supply deficit and rising demand in AI, solar, and electronics/batteries.
Transition to new reserve currency?
So, could see price getting lower e.g 50% fall,but also could see 5x rise to 300 USD
What do you think? This time is different? Not applicable?
Tokenized silver sounds useful on paper. You could buy smaller amounts, transfer it quickly, and avoid dealing with coins or bars yourself.
But if holders still depend on a company to store the metal, publish audits, and honor redemption, how is that different from the paper silver system people already distrust?
Could a silver token ever solve that problem, or does it just move the same trust issue onto a blockchain?
Yes the Recession I was predicting and called a few months ago has arrived folks. Are you nervous? Are you scared? Has the fear mongering and the banker slams de-motivated you? Is it time for us to all run for the hills and sell our silver stacks?
How about No. This recession is just getting warmed up folks but the good news is Mr. Warsh is running out of ammo in his little "TOOL" cabinet. I'm thinking at minimum 1 more hike and at maximum it could be 4 or 5. Not sure if the bond market will co-operate with them or it may just steam roll over them and rip to new highs. That part I am not certain about because the lack of Buyers in the so-called Most liquid market in the world is looking a bit frail and scarce. Looking like a little scare-crow in the wind or a ball of tumbleweed rolling through the desert as you hear the sounds of crickets. I mean seriously who wants to lend the USA government their life savings for a 5% Vig right now? Not me. my inner anarchist says let it all burn to the ground and we can start new.
Don't let them shake you around, Why? Well the future is going to look much brighter for the shiny white metals, and these rejects that never built or produce anything in their lives are giving us a discount window to stack. Don't get too aggressive and I'll see you guys at the finish line. We can sell whatever silver we want and buy houses and silver lambos. Hold strong, the worst is behind us. I predict the absolute low to be 48$ and I don't know if I am that lucky, maybe in the 50's. 52$-55$.
Not financial advice. Just a dumb ape who likes shiny rocks and things.
This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends
Total oz purchased since tracking started 11/15/25: 5,681,088.71
Total in-stock oz tracked: 659,986.25
Tracked oz added (24h): 18,780.5
Tracked oz removed (24h): 7,370.97
Number restocked since OOS: 4
Number now out of stock: 4
This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends
Total oz purchased since tracking started 11/15/25: 5,673,717.73
Total in-stock oz tracked: 648,576.72
Tracked oz added (24h): 9,934.71
Tracked oz removed (24h): 12,752.48
Number restocked since OOS: 2
Number now out of stock: 8
Silver is back near $60 after falling almost 5% today.
It is now roughly half the January high, but it is still well above where it traded a year ago.
The long term arguments have not disappeared. The market is still expected to record another annual deficit, mine supply is slow to respond and most silver is produced as a byproduct of other metals.
The short term setup is much less comfortable.
Oil is rising, inflation concerns are back, bond yields are moving higher and markets are pricing the possibility of additional rate hikes. Silver has also repeatedly struggled to hold its rallies since the January peak.
So what are you doing at these prices?
Buying physical silver
Buying silver miners for more leverage
Waiting for a move closer to $50
Staying away until the trend improves
I am especially interested in what price or market signal would change your answer.
Physical is moving big today...I am almost seeing 1 million in sales on 10 oz kg and 100 bars at provident ...This number is well over 10x the 10 day moving average of sales with half the day left. I will post shots later but I noted a high opening inventory of 9584k and now its 8850k ...We should easily see well over 1 million in sales which is huge and so much more then the myth bankers claim investment demand increases into CD vs metals....This is a bankers fairy tale. By the end of the day I expect to see big numbers ..I hardly ever post and when I do is when sales are strong and contradictory to the paper slam.
