Published: 2025-12-29
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 2
Prediction
Topic
Status
Demand for silver is expected to increase over the next decade due to applications in AI, robotics, and automation.
"But over the next decade, the demand for silver is expected to go up because of all of these applications like AI and robotics and automation and everything that the government wants control over."
Pending
There is not enough registered silver to meet demand if all traders simultaneously requested physical delivery.
"And that means if every trader who wanted physical silver wanted delivery of their silver at the same time, they would not be able to do that because less than 10% of it is available."
Correct
There is a current deficit in the silver supply.
"And that means we need more silver because we don't have enough."
Correct
Shanghai silver prices are higher than COMEX prices, with Shanghai reflecting physical delivery and COMEX reflecting paper prices.
"Now Shanghai silver prices are actually higher than Comx prices because Shanghai markets reflect actual physical delivery inside of China while COMX prices are mostly just paper prices, right?"
Incorrect
On December 24th, Shanghai physical silver was priced at $78/oz while COMEX paper silver was $72/oz, a $6/oz gap.
"On December 24th, physical silver in the Shanghai market closed at about $78 an ounce. At the same exact time, silver on the Comx market, which remember is the main Western futures market, paper silver, that closed at about $72 an ounce. That is a huge gap of about $6 per ounce."
Correct
A $6/oz price difference between Shanghai and COMEX silver is historically unusual, with typical premiums being less than $1 or rarely over $2.
"Historically, that kind of price difference is very unusual because most of the time, the premium between the two markets is way less than a dollar and rarely more than two."
Incorrect
A sustained $5-$6/oz price gap indicates that arbitrage mechanisms are not functioning normally, suggesting restricted movement of physical silver.
"And when there's a five or a $6 gap and it stays for hours, especially during a low liquidity holiday season like it just did, it tells us that the arbitrage isn't really working the way it normally does. And that usually means physical silver is not moving as freely."
Correct
Physical silver inventory in Western vaults is decreasing over time.
"Over time, the trend is that physical silver has been flowing out of Western vaults, not building up."
Correct
The Chinese silver market may be driving a repricing of silver upwards in Western markets.
"It's almost like China's market is forcing the Western market to repric silver higher."
Pending
The speaker anticipates Bitcoin reaching $1 million.
"Or maybe when Bitcoin finally hits a million dollars, I'm not going to tweet about it, but I might be in the Oval Office shaking the president's hand or flying somewhere random on a Tuesday on my private plane."
Pending
Beginning January 1st, China will have control over silver exports.
"And now starting on January 1st, China will get to decide whether that metal leaves or not."
Pending
China previously implemented similar export controls on rare earth elements, now controlling 80-90% of global refining.
"Over the last 10 years or so, China did the exact same thing, but with rare earth elements. Today, China controls roughly 80 to 90% of global rare earth refining."
Correct
In the early 2010s, China's strategic reclassification of rare earths and subsequent export controls caused prices to surge and governments to panic.
"In the early 2010s, China reclassified them as strategic. They started export quotas and licensing rules and the prices went way up and the governments all panicked."
Correct
Rebuilding non-Chinese supply chains for rare earths took over a decade.
"In a lot of cases, it took more than a decade to partially remake non-Chinese supply chains."
Correct
70-80% of silver production is a byproduct of base metal mining, meaning silver price increases alone won't significantly boost production unless base metal mining also increases.
"Roughly 70 to 80% of silver's production comes as a byproduct of mining other things like copper, lead, and zinc. That means even if silver prices doubled, the production doesn't automatically increase unless base metal mining goes up as well."
Correct
Silver prices historically remain stable for long periods before experiencing rapid movements when conditions change.
"For most of silver's history, it doesn't move much at all. It just kind of sits there for years, sometimes decades, doing absolutely nothing. And then when something changes, silver has a habit of moving very fast."
Correct
After rapid price spikes, silver typically corrects downwards as speculative investors exit to secure profits.
"And after those spikes, silver almost always corrects and goes back down. Not because the world suddenly needs less silver. It's because the speculative money that came in starts to leave because they start to take their gains, sell their silver and move the money somewhere else."
Correct
BRICS countries are aiming to control processing and exit points for key materials.
"Control everything, right? Control the processing, control the exit. And that's what the BRICS countries are trying to do."
Pending
The global economic system is transitioning into a multipolar world where power and control are distributed among multiple countries, rather than being concentrated in a single reserve currency issuer.
"a world where it's not just one country that gets to make all the rules and control the world reserve currency."
Correct