Something Is Changing in Silver… And Most Investors Haven’t Noticed | Innecco & Thompson скачать в хорошем качестве

Something Is Changing in Silver… And Most Investors Haven’t Noticed | Innecco & Thompson

Clive Thompson points to a simple but powerful clue. Physical silver has been trading at a premium in Shanghai compared to New York. In a normal market, that gap wouldn’t survive. Large trading houses would move metal from the US to China, capture the spread, and erase the difference. The fact that this arbitrage isn’t happening tells you the metal isn’t freely available. Physical silver is tight, and that tightness is intensifying. This didn’t appear overnight. Above ground silver inventories have been shrinking for years, and the root cause is supply. Global mine production has been sliding for roughly a decade. Silver is rarely mined on its own. It comes out of the ground as a byproduct of copper, lead, and zinc mining. That means higher silver prices don’t automatically bring on new supply. Even if output edges higher this year, it remains well below levels seen ten years ago. Mario Innecco argues that silver was buried under an almost unlimited supply of paper contracts on the LBMA and COMEX. Unlike gold, silver absorbed most of that pressure. Prices stayed artificially low, not because supply was abundant, but because paper claims overwhelmed the physical market. The damage from that period is visible now. Mining investment dried up. Projects were delayed or never built. Today, the market has been running a structural silver deficit for five to six years straight, and there’s no quick fix. Bringing a new silver mine online takes five to ten years. That lag is everything. Now add demand. Industrial usage keeps expanding, driven by solar, electronics, and emerging battery technologies. Silver isn’t optional in an electrifying world. On top of that, China, the second largest silver producer, is tightening export controls starting in 2026. That alone is enough to change buyer behavior. It explains why physical accumulation is no longer just an industrial issue. Credits: Mario Innecco    • Relentless Demand for Physical Silver and ...   Clive Thompson    • Silver panic! Manufacturers fear closure o...   This is not to be considered investment advice. You should always speak to a licensed financial adviser before making any investment decision. “This video uses AI-generated voice for narration.” All statements in this Video, other than historical facts, are forward-looking statements. These may include expectations about Gold's future value; Silver's future value; US deficit projections; currency values; cryptocurrency adoption rates; money supply projections; future energy demand; future inflation rates; mining stocks' future value; future market trends; and other future events. Such statements are speculative, based on assumptions that may prove inaccurate, and subject to risks and uncertainties that could cause actual results to differ materially. #Gold #GoldForecast #marioinnecco #clivethompson #EconomicInsights #WealthProtection