Supply & Demand

The announcement of Elon Musk's acquisition of a silver mine would propel silver prices higher, with the same force as lithium recently.

Gold is in the early stages of becoming the preferred asset among central banks looking to improve the quality of their international reserves.

China reported an increase in its gold reserves for the first time in more than three years, confirming that the world's most populous country was indeed the mystery buyer in the bullion market.

With US and global debt exploding prior to both assets and debt imploding, let us look at the disastrous consequences for the US and the world. Debt explosion leading to the currency becoming worthless has happened in history for as long as there has been some form of money whether we talk about...

Energy costs are not falling enough to bring the inflation figure down significantly. The strength of gold is undoubtedly due to the mix of risk situations that have fueled the year 2022 and that will not be resolved without painfully impacting currency prices.

China is continuing its de-dollarization process, while at the same time trying to secure supplies of the raw materials. This is contributing to the pressure on metal stocks. Demand for physical silver is expected to increase by +16% over last year. Mine production is not sufficient to meet such...

The current crisis in the cryptocurrency market is a reminder of how important it is to know the product and the counterparty of the product you are investing in, and this also applies to holders of physical gold.

2022 will have confirmed our expectations. The price of gold has (so far) remained broadly stable with sharp movements linked in particular to the war in Ukraine. However, as we have shown, these movements are symmetrical with the past evolution of gold prices. Although the year 2022 is not over,...

Central banks bought a record 399 tonnes of gold worth around $20 billion in the third quarter of 2022, helping to lift global demand for the metal, the World Gold Council (WGC) said on Tuesday.

The rush into physical metal comes at a time when the global margin call is affecting funds that are liquidating their long positions in the futures market. Speculators are increasing their short positions in anticipation of a collapse in demand for metals due to the looming global recession.