WAR
@warsurveillance
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19h
‼️🇷🇺🇺🇸 ALERT: Tensions Spike at Sea

Russia is reportedly eyeing US-flagged oil tankers in the North, Black, and Baltic Seas following the US seizure of a Russian tanker.

https://x.com/warsurveillance/status/2008999182598906323

China Blocks Japan From ‘Heavy’ Rare-Earths Supply, Will Filter Down Across Global Supply Chains

https://www.zerohedge.com/markets/china-blocks-japan-heavy-rare-earths-supply-will-filter-down-across-global-supply-chains

Out with a couple premium articles saying silver is going to get trashed. Here I thought selling off 10% in 2 days was getting trashed, but I guess it’s going to get a lot worse.

ZH has been bearish on the SM for pretty much the last 25 years, for what that’s worth, but now that we’ve settled the Shanghai pricing issue and the shortages, they’ll probably get this right since we’re back to a paper driven market. Awesome, just awesome.

then there’s no issue with the difference between Shanghai and Crimex, and no arbitrage to be had by anyone. In fact, today’s pm fix dropped to $82.11, subtract 13% from that and paper should drop to the mid $71 area.

In conclusion, paper is setting the actual price. Shagnhai then should have to adjust down to meet the Crimex paper price.

I believe CPM is Jeffrey Christian’s company. Remember him from the old days, GATA didn’t think highly of him because he was a defender of the bankers and claimed there was no manipulation.

Regardless, if they add the 13% VAT, then that’s what they do, and there’s no debate about it.

Asian Guy has been going on about nothing.

Could be a concerted effort by the scum…….

FWIW, a quick blurb about it from Bob Moriarity……

Due to silver and gold rebalancing in big commodity funds, the metals will be weak for a few days as the funds finish an annual rebalancing required due to the 150% rocket higher in silver and 64% in gold. The DSI is only 77 for gold and 82 for silver as of the close on the 6th of January.

Hopefully, the next few days will provide an excellent opportunity to pick up a few more shares of the miners that you like, before re-rocketing onward and upward!!

Left-Wing Protest Industrial Complex Activates Across Multiple Cities After ICE-Involved Shooting In Minneapolis

https://www.zerohedge.com/political/left-wing-protest-industrial-complex-activates-across-multiple-cities-after-ice-involved

Re the adjustment selling….I saw 13 K comex lots was the number……’someone’ sold 15 K lots in 10 mins a few days ago

i wonder if all this bearish talk , is timed to coincide with this selling….as bears try and use it.

As I said the peak price will almost certainly be a spike Hi….the TA supports such a price…it’s where we settle that will govern the shares…..

So far the action is confirming a hesitation, not a spike hi here.

But an extra $17,500 is a big deal for the lower end of the range. At $500 silver is almost purely investment grade, so we wouldn’t care anyway.

https://no01.substack.com/p/selling-pressure-incoming-in-the

Great catch on the Silver VAT…….re Solid state batteries, the Silver content I gather is vital due to the chemical reactions, particularly in halting the major floor in LiOn batteries, where tendril like reactions occur and eventualy the battery can catch fire , though not always…..it also causes the life extension and the speed of charge….I gather the silver is used as membrane that seperates the other metals and reacts with them. I am no engineer /phycist….details may be wrong.

So far nothing else will work……as to cost 1 kilo @ $ 500 is @ $ 17500….so far the cars that will get those batteries are over $ 100,000 already. So for all the advantages a 17 % increase is no big deal.

Also the price will over shoot massively, commodity prices nearly always do …back in the 80’s we sniffed $ 50 in Jan 1980 and within 3 months March ’80 the low was $ 11.10…..though that was of course due to breaking the Hunt squeeze…..but over shoots are common.

PS love the word shonky…so Aussie….u very rarely hear/see it anywhere else, but it is so descriptive. .

The Price Of Silver In China

I’d just remembered a couple of decades back a shonky copper miner was claiming he was getting 10% more in China for his natural copper nuggets than the spot price ….. investors were very excited for a few weeks.

Current spot paper price $77.63

I don’t think they can coexist.

Apparently $80 silver brings enough supply from investors, hoarders, and Mom and Pop, and/or mines and refiners can suddenly produce more, so that the industrial demand from all the diverse sectors and processes can be satisfied or switched to alternative materials virtually overnight. And the stories of shorts for decades were all lies or they have all quietly covered. And Comex must somehow have access to all they need to satisfy any requested deliveries, or they never were seriously short (more lies).

Wow, crisis averted!
Surely at least some miners will now be able to turn reasonable profits for a while if it stays as high as 70-80, or at least 60.
Industry is safe so the economy is safe from any significant price increases due to rising silver prices, and the big banks are safe so there will be no silver-caused inflation due to the Fed creating ‘money’ to bail them out of shorts. And the US and China won’t need to squabble over silver availability.

I have actually worried sometimes that the effects of all the reported stresses could get ‘out of hand’.

But now, no worries!

Capital is flowing to where it feels it’s needed, where the best return is. Why impede it? Should he also ban mutual funds from buying Apple stock because they have made it too expensive for the ordinary Joe? Or ban foreign central banks from hoarding gold?

Pension funds in Oz have bid up the stock market so that it is overvalued, too expensive for anyone. Should the govt. tell the AUD4.5tn industry to push the market, and the value of people’s pensions down, by selling? Is Blackrock not a part of some people’s retirement funds in the US, and have their retirement savings not taken a hit with the 9% drop in Blackrock’s share price?

He’s wrong, its not just big institutional corporations. I noticed decades ago, because our fiat money loses value over time, many people put all their savings into buying extra houses, like hoarding houses. I know an old lawyer that owned 100 homes that are rented out.

Try to imaging if people put their savings into cars? Hoarding them, they would drive the prices higher than normal and most people would not be able to afford one, they’d be forced to rent a car.

However, in a real money system like a hundred years ago, people putting their saving or hoarding gold or silver won’t hurt the public at all. Plus the hoarding or saving AU and AG would drive the values up, and over times less and less money would be needed to buy things.

You would never have to ask for a raise. In fact from 1800 to 1934 prices we slightly lower over time. If you had an old Sears Catalogue you would not need a new one every year.

P.S. maybe getting rid of all the immigrants will lessen demand. In fact in my area Fairfield advertises full page adds with $99 security and no rent raises if you sign for two years, so maybe the results of a glut of apartments is starting.

parts:

Private equity giants, real estate investment trusts and other large institutional investors have amassed sizable portfolios of single-family rental homes over the past decade. Many have argued that these investments have reduced housing supply for would-be homeowners and helped drive up prices.

Blackstone was the largest private-equity owner of apartments in the U.S. with more than 230,000 units, according to data from the Private Equity Stakeholder Project released last year. Blackstone in recent years has spent billions acquiring real estate companies such as Tricon Residential, American Campus Communities and AIR Communities.

https://www.cnbc.com/2026/01/07/trump-housing-affordability.html

It was a significant element of the cost of a panel before the rise. The substitute process is already proven. If silver goes to $200 I suspect that batteries will become uneconomical too. $500? Definitely.

Back when we had the REE price explosion all the pundits were saying how China controlled the market, that there were no alternatives to rare earths for TV LEDs, magnets or polishing agents and everyone was held hostage. Fast forward a year and OLEDs, organic light emitting diodes, were taking over the TV sphere, an alternative to polishing glass without cerium oxide was around (now, you can hardly give cerium away, it is more of a contaminant than a resource) and prices had fallen back. But the damage had been done. The Chinese now seem reluctant to use prices for the magnet metals as a weapon, as they know that there are DC and AC motors that don’t use magnets. The only real Tesla models made had Tesla motors which had no magnets. Price Nd/Pr/Dy magnet car motors out of reach and the Chinese lose a whole industry, with only miniature speakers and military applications remaining.

Conductivity of copper 5.96

Conductivity of silver. 6.30

Density of copper 8.935

Density of silver 10.49

So copper has a 10% advantage of conductivity per weight over silver.

Re substitution and Ag…….In nearly all cases it can’t be done, or the cost does not matter….in cars the percentage of the cost of the car is v small, even with Ag in the multi hundreds and more importantly Silver is the only metal that works in solid state batteries..

In robotics u have the same battery problem and the robots if mobile must be light……

Then u come into the fact that most silver is mined as a by product, so until the price of silver outweights the Zinc or Copper supply will always be tight, as that will never happen.

Re: Maduro and Venezuela … Did the US do the right thing?

Yes (51%, 20 Votes)
No (33%, 13 Votes)
I don’t know (15%, 6 Votes)
Total Voters: 39

Re adens

Always poss for a pull back and v likely now…but big picture is super bull…..Gold could see $ 8000, or even $ 25000…..Silver will blow that performance away and the shares will blow away Silver performance…..the move is in a parabolic rise.

And have issued a stable coin fully backed by gold, so you can buy things with ounces, or scudos as they call their smaller unit, 1,000th of an ounce, currently worth $4.455. They already have a stable coin fully backed by UST.

Next stop silver?

If so please paraphrase what their basic predictions might be right now

Someone hit all PM’s after the SM close last night…..right after strong closes near all time Hi’s . a very clever point to hit…..as I posted a C down wave was possible…..judging by those Zero articles, it looks like a concerted hit is on.

Cheers

Even though it is the best conductor of electricity. Likewise we don’t build ships of gold, even though it never rusts. So when the price of silver shoots up, manufacturers change to copper because the drawbacks of copper are outweighed by the lower price.

https://www.zerohedge.com/markets/soaring-silver-prices-force-solar-makers-rethink-materials

This won’t happen overnight – in Q2 2026 according to the article – but if industrial demand was a major driver of the price surge the substitution will have an effect. While industrial demand must’ve pushed the price up some, I suspect that investment as a substitute for gold is/has become the prime driver now that people have been reminded that there is a cheaper alternative to gold. “Cheaper” only meaning I can really feel the weight of $500 of silver! And I can see it without a magnifying glass.

Is Silver About To Crash: Why Two Banks Thinks A Meltdown Looms Next Week

It’s an article for premium members, but it seems like ZH likes to bash G&S….