Mining



Why The Price of Silver Could Soar in 2022
Published by Cyrille Jubert | Nov 29, 2021 | Articles 10696

Our economic and political elites want the world to equip itself with "clean energy". This will involve a lot of upstream and downstream photovoltaics, changing a very large number of equipments and products that will have to adapt to new technologies. As a result, the industrial demand for silver will increase strongly.

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Backwardation On All The Metals
Published by Laurent Maurel | Nov 24, 2021 | Articles 7521

These interventions on the futures markets now only have very transitory effects, and at the same time, they are reinforcing the tensions on the physical side. Each enforced correction on the paper market prompts a veritable run on the physical metal. This holds true for the entire metals compartment (whether precious or otherwise), with all the metals finding themselves in backwardation with each new raid.

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The ‘Great Resignation’ In The U.S. Prompted By Inflation
Published by Laurent Maurel | Nov 16, 2021 | Articles 9342

The Fed, for its part, is continuing to print money at the same crazy pace as before. The central bank promised to reduce its asset purchases, but by refusing to hike its rates and continuing to grow its balance sheet, it is exacerbating the rise in prices even more. There is ever more money in circulation, chasing fewer and fewer tangible assets available. How do you expect the inflation to dissipate, in those circumstances?

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The Fed At An Impasse: Is The Price Of Gold Finally Going To Take Off?
Published by Laurent Maurel | Nov 4, 2021 | Articles 13833

With the sheer quantity of cash accumulated in bank accounts in Western countries, the disruption to supply chains and the melting of the stocks in the futures markets (the last ‘tools’ that are putting the brakes on the rise in precious metals), the virus of physical gold and silver will likely spread from China to the Western countries...as and when the economic difficulties catch up with us.

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The Fed Is Already Late On Inflation, Gold Should Stand To Benefit
Published by Laurent Maurel | Oct 27, 2021 | Articles 7672

The rise in the price of gold in a cycle of yield increases is the signal that the monetary authorities are late to act on the inflationary cycle. Historically, gold has never performed so well as when the central banks ‘run’ after inflation, and lag behind in terms of the rate of increase. Today, this lag is even larger than it was during the inflationary cycle of the 1970s...

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Inflationary Shock On All Commodities
Published by Laurent Maurel | Oct 19, 2021 | Articles 13270

The tension on the copper prices is at risk of spreading to other metals such as magnesium, aluminum, silver, tin, zinc...These rises are not limited to the metals sector. All of the prices of commodities are undergoing a rise that is accelerating as the markets re-evaluate the extent of the monetary expansion policies.

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