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    There is a silver squeeze?

    I challenge anyone to punch holes in this thesis…please!

    Facts:

    Mining output has been less than world consumption for five years running…(and is nearly out?)

    United States strategic reserve is depleted, the treasuries reserve is depleted…

    Samsung is so desperate for silver they are buying mine output directly, circumventing the market.

    Comex float reserves of silver have not seen outflows like this since the 1980s…

    Starting January 1, China will be severely restricting silver exports

    Starting early next year, India will be accepting silver as collateral for loans…

    This is nothing like the squeeze that the Hunt brother had… This is a real physical supply shortage of one of the most important metals on earth…

    Bullion banks for the first time ever have switched to net long positions.

    Shanghai physical inventories are down over 70% from 2021 highs

    The United States government very recently changed silver over to critical mineral status…

    There's no quick way to ramp up supply because 70% of silver production is a byproduct from other mining activities…

    Due to all of the things mentioned above, I believe silver is going to double again. I'm already over 4X… so yes I am quite biased.

    But I also have not seen such asymmetric risk profile is in a very long time .

    Can anyone punch a hole in this thesis that silver is going to do extremely well in 2026?

    There is a silver squeeze?
    byu/Unlord666 inwallstreetbets



    Posted by Unlord666

    View 33 Comments

    33 Comments

    3. Throwmeaway50472 on

      I don’t even know what they can do to fuck the price up, but I think whatever levers the powers that be can to suppress it is the only way. Whatever that even is…otherwise it’s just going to keep accelerating

    5. Fun-Valuable-7355 on

      Yeh Silver will be the the ‘black swan’ ..not real estate, debt crisis or private credit (CLO)

      I predict:
      Silver continues parabolic. COMEX/LBMA fail to deliver. There’s a crisis. A ‘custodian crisis’. The manipulation all comes out. People flee out of futures & ETFs like SLV. A complete loss of confidence in markets. Spot and physical completely bifurcate and become two diff markets. Futes & etfs go to $10 with no bid, physical is at $500 with noone selling.

      This ‘custody crisis’ is used as justification to move markets onto the blockchain and tokenise all assets. All fin instruments will be held in self custodian crypto wallets. Settlements will be instant, and taxation immediate.

      You wanna be genius …short SLV, long miners

      Edit: this is NOT the end of the dollar, just an engineered crisis to push markets into the next phase (blockchain/self-custody of financial instruments).
      I do think US will close its capital account tho. Ie, domestic dollar and then freely floating offshore dollar(Eurodollar). This makes sense to remove the power from BRICS/London to manipulate dollar supply & thereby manipulate domenstic monetary policy in the US. …..FYI, offshore dollars will have to be trading at a premium to the domestic dollars. Maybe gold backed Eurodollar, silver backed domestic. I have trade ideas but they convoluted so cba. But yeh, this whole ‘closed capital account’ is alot more feasible if assets were tokenised. Hence, silver crisis is needed

    7. PlunderYourPoop on

      It’s all fake papers of “silver” and its all bullshit. It SHOULD work but it’s a bullshit world.

    9. TwoBulletSuicide on

      This post will fall on def ears. Don’t post real world manipulated money by JP Morgan and the boys at the Comex. It’s a waste of time. These are total degenerates looking to get rich quick or bust their piggy bank and jerk dudes off for chicken nuggetss behind a dumpster. All fine by me, everyone here is hilarious. Just don’t waste your time talking about a sound honest money system and the asset that could break the big banks. They love the printing press and don’t care to get back to Kansas.

    12. x7_omega on

      The only hole in this is your bias. Yes, there is inelastic supply, but the demand is elastic, and price now is defined by financial speculation, not physical deficit – which is why you wrote all that. Speculation in silver swings down faster than you can make a screenshot – look at 2011 peak (I watched it in real time, it was an amazing show). Once the price resets, which is also a quick process (several months), the cycle will repeat from a higher bottom.

      On the physical side, here is more to your list.

      1. There is absolutely no reason for “silver market” to exist. None. A miner sells metal to a bank at paper-defined spot, then Samsung buys from a bank at paper-defined “spot”. Samsung and the like can just buy silver mines’ output as a 100% stream for a decade into the future – same as done with uranium contracts. Uranium buyers don’t care for uranium spot price, they have long-term contracts with their own price. Assuming $100 silver, and a big 200Moz mine (rare), that is $20b – a daily noise in market cap of a $1T cap company. That is for the whole mine at a future price, not a year of its output, while streams are always discounted, so more like $10b. As companies do that with uranium, they can do that with silver, gold or anything they need secured. Certainly there are big regrets somewhere in board rooms now about not securing REE supplies, but “just in time” mindset dies only with the rotten brain it is attached to.
      2. There are other metals with such an asymmetric risk and inelastic supply. Same logic applies there: they can be just bought out with all their metal, for rounding error price on big tech’s capital scale. The only reason it is not done yet is habit: “why do that?” thinks a CEO that knows nothing about supply chain in his corporation, and vehemently believes that all his needs will magically be served when he makes an order. Nope, they will not, not in the fractured world of weaponised trade, economic warfare, deficits and systematically underinvested mining. Look at what Sprott did with uranium. He may go for silver too, and smaller metals, with the same model. He privatised uranium spot market. There is a good business case for privatisation of spot price of other small metals – not the Hunt bros method, but buying out whole mines or their supply and taking metal off the market completely. Can’t “regulate” that, it is definancialised dark trade. Later, when metal users (not banks) need metal, they can make a deal.

    13. AcademicStandard3701 on

      I saw a YouTube video about JPM had some major short on silver and just recently let it go which was further suppressing the price. Generational squeeze is upon us gentlemen!

    15. txos8888 on

      Absolutely massive amounts of silver out there in the world. It can keep going up but the amount of silver hanging out in grandma’s drawers means it can only go so high

    17. RN_Geo on

      Modern solar panels use a lot more silver than in the past. I know that orange skinned moron is doing everything to stop renewable adoption, but that horse has already left the barn.

      China dumped like 80% of their physical supply (660 TONS!!) in October too, and the market didn’t even blink on its upward trajectory. In normal times, this would have catered spot price, but this is not normal.

      Stack or miners. If you stack, you’ve gotta have buyers and your LCS might balk during these strange times.

      https://youtu.be/HU38LwFMCGM?si=yo-R2diw0bcO6sFL

    18. TheTideRider on

      > United States strategic reserve is depleted, the treasuries reserve is depleted…

      Where are the sources of the things you cited? I don’t doubt what you say. I just want to read it from first-hand sources.

    19. SwitchedOnNow on

      Dunno where it’s going but I’m considering selling 1000 oz of my physical with an average buy price of $12 per oz!

    21. silicon_replacement on

      The have a secret Manhattan project to replace the copper in $nvda dgx system interconnect with silver

    26. Anon-foundterminal on

      One thing to add to your list. CHINA is going to start issuing licenses to companies to restrict who can buy and sell precious metals .

    27. VTPAWN on

      This is nonsense.

      There is a 45 day wait at the largest refinery’s, they have billions of ounces to process. They can’t keep up with the inflows there is so much of it

    28. DarkR124 on

      Considering how much I’ve made off silver this year, i couldn’t recommend investing in anything silver related enough. One of my smallest silver miners today when up 34% and halted before close lol.

      I know critical metals are boring for degens here but the returns this year have been nothing short of crazy. My biggest winner these past three months are silver and copper.

    30. East_Ad_5801 on

      I’ve been riding the silver wave, and now the copper one. Russia and China. Who’s building the future where there’s more robots than people? Silver is important for sensors because of thermal properties, copper is important for all wiring. Gold also the best for corrosion

    32. Robertroo on

      I dunno. I wish I had bought some, but I read that the silver market is highly manipulated. There are some pretty steep drop off in its history. 1980 and 2011. So I kept away from it and put my money into gold instead.

      I wish I had bought in earlier but now I’m probably just gonna keep avoiding it, seems like it might come back down hard.

    33. Stocks_N_Bondage on

      Goldman Sachs has been manipulating and artificially depressing the price of silver for a while, and I expect soon it is going to fly.

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