GoldTent Oasis is dedicated to our friend and founder John F. Murphy (Wanka) of Key West, Florida without whom this website would not exist. Gone but never forgotten.
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Of course it has to be expensive less you can get a waver. Got this in a email. I had a friend who died if this.
US FDA approves Insmed’s drug as first treatment for a chronic lung disease
The U.S. Food and Drug Administration has approved Insmed’s oral drug for a type of lung disease, the company said on Tuesday, making it the first treatment for the chronic condition.
Food-related events
Shares of the New Jersey-based drugmaker rose 6% in afternoon trade.
Insmed’s drug, branded as Brinsupri, targets non-cystic fibrosis bronchiectasis, a chronic lung condition characterized by permanently damaged airways, leading to persistent cough and excessive mucus production.
The condition affects 350,000 to 500,000 adults in the U.S., according to the American Lung Association.
Brinsupri works by blocking certain inflammatory enzymes in white blood cells, preventing them from becoming overactive and damaging the lungs.
Earlier treatments for the condition focused on controlling symptoms by using antibiotics, surgery or devices such as flutter valves to clear the airways.
Insmed’s application was based on a late-stage trial involving 1,680 adult and 41 adolescent patients, with the drug significantly reducing the frequency of respiratory symptoms such as chronic cough.
The drug was found to be safe and well-tolerated at the two tested doses of 10 milligrams and 25 milligrams.
Re If that ratio came back today Silver would be $266/oz.
Right, something like that. These miner company’s need to be stop letting them call the shots and taking advantage of these low bids and start negotiating like Trump.
Sorry I’m multi tasking.exhaustokgnat times. Chat GPT isn’t totally honest IMO. All considered don’t you think those numbers is 40 is like getting a low bid.
I hope he’s right. I started buying Silver coins in the 1970s, then gave up and switched over to gold back in 2008. Back then I think the gold silver ratio was 15 oz silver to 1 oz of gold. If that ratio came back today Silver would be $266/oz.
Here’s a visual snapshot of global silver’s supply-demand balance over recent years—namely the persistent deficits and tightening inventory—that aligns with what John Zadeh and others have been highlighting.
What the Data Tells Us: Is Zadeh’s “Structural Deficit” Thesis Correct?
1. Consistent, Multi-Year Deficits
The silver market has faced seven consecutive years of supply deficits, where demand (industrial, investment, etc.) outpaces combined mine production and recycling Metal.comSprott.
The World Silver Survey 2025 projects a 117.7 million ounce deficit in 2025 MiningVisuals, while Reuters reports a similar 117.6 million troy ounce shortfallMINING.COM.
HSBC echoes this tightness, forecasting a 206 million ounce deficit in 2025, narrowing to around 126 million ounces in 2026Reuters.
2. Manufacturing and Innovation Fuel Demand
Industrial demand, particularly from solar photovoltaics (PV), electronics, EVs, and even AI-driven applications, is setting new records The Silver InstituteSprottCarbon Credits.
Solar demand alone now accounts for 14% of total silver demand—up dramatically from just 5% a decade ago Carbon Credits.
3. Supply Isn’t Keeping Pace
Mine production is relatively stagnant or declining. Although 2024 saw a small uptick to 819.7 million ounces, this still reflects long-term challenges The Silver Institute.
Recycling rose 6% to a 12-year high of 193.9 million ounces—helpful, but not enough to fill the gap The Silver Institute.
Mine supply in 2025 is projected at 835 million ounces, still trailing behind demand MiningVisualsSprott.
4. Price Response Reflects Fundamental Tightness
Silver surged past $35/oz—a 13-year high—as of June 2025, rising about 24% year-to-dateReuters.
Sprott reports a 25% gain through mid-2025, attributing it to structural deficits and rising industrial and investment demand Sprott.
Institutions like Bank of America, Citigroup, and others are forecasting prices to reach $40/oz or more by late 2025 or early 2026 GoldSilver.
Verdict: Is Zadeh Right?
Yes—directionally, very much so.
John Zadeh’s thesis—that silver is in a structural deficit—is strongly supported by current data:
Persistent annual deficits.
Robust, growing industrial demand (especially from green and tech sectors).
Supply constraints from mining challenges and limited recycling gains.
Corresponding price behavior and bullish forecasts from multiple institutions.
His perspective aligns with broader market consensus and is well-grounded in data and observed trends.
Overview Table
Factor
Reality (2025)
Supply Deficit
Approaching 118 Moz annually—persistent over seven years
Demand Drivers
Record industrial usage—solar, EVs, electronics, AI
Supply Response
Modest production growth; stronger recycling, but still insufficient
Price Movement
Up ~25% YTD; surpassing $35/oz; bullish outlook to $40+
They need to be strong and forceful in numbers and work on driving out the trouble makers including in government. I believe their government in these particular country’s are chickens, flat out cowards. There protection from terrorist were zero. They were too afraid to go after them and follow them all the way back to whatever country they came if they had to . Their half witted attempts only resulted in retaliation and they were afraid of retaliation so instead now a bunch of uneducated heathens own them. At least they could of been better than them not worse and to that backwards degree. It’s like a joke. Even if they had plenty willing to fight and the skills they had cowards for leaders. Their leaders are like the number zero when protecting their own country and putting down their rules and their not doing that cuz they’re chickens. What’s zero times any number? Zero and that’s what they’ll be and same for Germany France and Spain. The other country’s need to get together and start militarizing themselves.
Looks like there is pushback against the destructive immigration policies … at least in the UK and Ireland. People coming out in the streets, burning immigrant slated hotels etc Not much yet but soon to be more!
Yeah, I hope peace breaks out in a big way. We need to figure out a way to get out of NATO while still supporting some of the decent countries left, like Hungary, Poland, Italy. Unfortunately, Germany, France and the UK are too far gone I’m afraid. The globalists have destroyed them by bringing in the Jihadi’s and they keep propping up Zelenskyy.
BTW – Dolly Varden looks interesting to me today. Up over 3% on heavy volume early here today. Kind of bucking the trend.
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