Silver and Copper updated appraisal

[luiza]

​

Published today and a useful guide for stackers -- below .

Assume you already have physical Gold under the mattress .
I have also been stacking Silver from $22 .
So while present $38+ is good , the arguments for over $100 , here , and my private info source for over $600 are lovely for bedtime reading .

​

​

US Adds Silver to Critical Minerals Boosting Price Outlook​

Authored by GoldFix ZH Edit

The recent decision to add silver to the U.S. critical minerals list marks an important shift in how policymakers view the metal. Quoting the Dept of Interior Press release:

The 2025 draft list includes 54 mineral commodities, of which 50 were included based on the results of the economic effects assessment, zirconium was included because of the potential for a single point of failure within the domestic supply chain and three were retained based on a qualitative evaluation. Potash, silicon, copper, silver, rhenium and lead were recommended for inclusion to the list and arsenic and tellurium were recommended for removal.- Source

The designation signals that silver is no longer treated as a simple commodity but as an asset tied to industrial capacity, technological development, and national security. Analysts and policymakers alike emphasize that this recognition places silver in the same category of strategic concern as lithium, uranium, and rare earths.

“Designation of a mineral as critical is bullish because it highlights essential demand, reveals insecure supply, and creates a government-backed floor for consumption.”

Lessons from Lithium and Uranium​

The lithium market provides a clear and very favorable example of how critical designation can lead to higher prices. After the U.S. listed lithium in 2018, automakers and investors rushed to secure access. Supply did increase, but the lag time for new mines allowed demand to run ahead, driving prices from under $10,000 per ton in 2020 to over $70,000 per ton by 2022.

Pic: captures relative trajectories without locking into precise monthly price data.

Uranium illustrates a similar pattern. U.S. efforts to secure non-Russian supply, coupled with the announcement of a strategic uranium reserve, triggered stockpiling and investment. Uranium prices climbed from ~$20/lb in 2018 to over $100/lb in 2024. In both cases, recognition of criticality spurred immediate financial and industrial demand while new supply lagged.

Silver’s Dual Role in Industry and Security​

Silver is unique in that it straddles both industrial and monetary roles. It is a key input for solar panels, electronics, and defense technologies, while also functioning as a quasi-monetary metal historically tied to financial reserves. This dual role amplifies the effect of critical designation: not only will manufacturers and governments secure supply for production, but investors are also likely to treat the status change as confirmation of silver’s structural importance.

Keeping in mind that Goldfix has been asserting (based on evidence and belief) that Silver is being stockpiled by China, Russia, and other nations (since the 2023 BRICS summit) using sovereign wealth funds; then witness the behavior of the Saudi sovereign wealth fund in acquiring SLV to see this manifest.

Pic: Bob Coleman, and SRS Rocco

Stockpiling and Policy Tailwinds​

Critical status brings policy tools that can directly impact demand. The Defense Production Act and federal subsidies will favor domestic mining and refining. More importantly, designation makes silver eligible for strategic stockpiling. Government entities and private actors anticipating higher official demand will likely increase purchases in advance. This stockpiling dynamic has historically been a strong driver of price when applied to other critical minerals.

“Critical status often leads to synchronized buying and subsidy races, with demand realized immediately while supply expansion lags.”

Outlook for Prices​

History suggests that critical listing is inherently bullish for price. The recognition of supply insecurity creates a premium, and the time required to bring new production online means the market adjusts quickly on the demand side while supply remains constrained. Silver’s critical designation places it firmly within this framework. The result is a structural case for higher prices supported by precedent in other markets, especially lithium and uranium.


QUOTE
Here are some (quite literally) back of napkin numbers composed and organized using lithium and uranium for potential price effects on Silver and Copper.





Continues here

 

[Stann]

​

Published today and a useful guide for stackers -- below .

Assume you already have physical Gold under the mattress .
I have also been stacking Silver from $22 .
So while present $38+ is good , the arguments for over $100 , here , and my private info source for over $600 are lovely for bedtime reading .

​

​

US Adds Silver to Critical Minerals Boosting Price Outlook​

Authored by GoldFix ZH Edit

The recent decision to add silver to the U.S. critical minerals list marks an important shift in how policymakers view the metal. Quoting the Dept of Interior Press release:


The designation signals that silver is no longer treated as a simple commodity but as an asset tied to industrial capacity, technological development, and national security. Analysts and policymakers alike emphasize that this recognition places silver in the same category of strategic concern as lithium, uranium, and rare earths.

Lessons from Lithium and Uranium​

The lithium market provides a clear and very favorable example of how critical designation can lead to higher prices. After the U.S. listed lithium in 2018, automakers and investors rushed to secure access. Supply did increase, but the lag time for new mines allowed demand to run ahead, driving prices from under $10,000 per ton in 2020 to over $70,000 per ton by 2022.

Pic: captures relative trajectories without locking into precise monthly price data.

Uranium illustrates a similar pattern. U.S. efforts to secure non-Russian supply, coupled with the announcement of a strategic uranium reserve, triggered stockpiling and investment. Uranium prices climbed from ~$20/lb in 2018 to over $100/lb in 2024. In both cases, recognition of criticality spurred immediate financial and industrial demand while new supply lagged.

Silver’s Dual Role in Industry and Security​

Silver is unique in that it straddles both industrial and monetary roles. It is a key input for solar panels, electronics, and defense technologies, while also functioning as a quasi-monetary metal historically tied to financial reserves. This dual role amplifies the effect of critical designation: not only will manufacturers and governments secure supply for production, but investors are also likely to treat the status change as confirmation of silver’s structural importance.

Keeping in mind that Goldfix has been asserting (based on evidence and belief) that Silver is being stockpiled by China, Russia, and other nations (since the 2023 BRICS summit) using sovereign wealth funds; then witness the behavior of the Saudi sovereign wealth fund in acquiring SLV to see this manifest.

Pic: Bob Coleman, and SRS Rocco

Stockpiling and Policy Tailwinds​

Critical status brings policy tools that can directly impact demand. The Defense Production Act and federal subsidies will favor domestic mining and refining. More importantly, designation makes silver eligible for strategic stockpiling. Government entities and private actors anticipating higher official demand will likely increase purchases in advance. This stockpiling dynamic has historically been a strong driver of price when applied to other critical minerals.

Outlook for Prices​

History suggests that critical listing is inherently bullish for price. The recognition of supply insecurity creates a premium, and the time required to bring new production online means the market adjusts quickly on the demand side while supply remains constrained. Silver’s critical designation places it firmly within this framework. The result is a structural case for higher prices supported by precedent in other markets, especially lithium and uranium.


QUOTE
Here are some (quite literally) back of napkin numbers composed and organized using lithium and uranium for potential price effects on Silver and Copper.





Continues here

Silver was above $45.00 an ounce today. On track to go well above $100.00 an ounce this year.

 

[Stann]

​

Published today and a useful guide for stackers -- below .

Assume you already have physical Gold under the mattress .
I have also been stacking Silver from $22 .
So while present $38+ is good , the arguments for over $100 , here , and my private info source for over $600 are lovely for bedtime reading .

​

​

US Adds Silver to Critical Minerals Boosting Price Outlook​

Authored by GoldFix ZH Edit

The recent decision to add silver to the U.S. critical minerals list marks an important shift in how policymakers view the metal. Quoting the Dept of Interior Press release:


The designation signals that silver is no longer treated as a simple commodity but as an asset tied to industrial capacity, technological development, and national security. Analysts and policymakers alike emphasize that this recognition places silver in the same category of strategic concern as lithium, uranium, and rare earths.

Lessons from Lithium and Uranium​

The lithium market provides a clear and very favorable example of how critical designation can lead to higher prices. After the U.S. listed lithium in 2018, automakers and investors rushed to secure access. Supply did increase, but the lag time for new mines allowed demand to run ahead, driving prices from under $10,000 per ton in 2020 to over $70,000 per ton by 2022.

Pic: captures relative trajectories without locking into precise monthly price data.

Uranium illustrates a similar pattern. U.S. efforts to secure non-Russian supply, coupled with the announcement of a strategic uranium reserve, triggered stockpiling and investment. Uranium prices climbed from ~$20/lb in 2018 to over $100/lb in 2024. In both cases, recognition of criticality spurred immediate financial and industrial demand while new supply lagged.

Silver’s Dual Role in Industry and Security​

Silver is unique in that it straddles both industrial and monetary roles. It is a key input for solar panels, electronics, and defense technologies, while also functioning as a quasi-monetary metal historically tied to financial reserves. This dual role amplifies the effect of critical designation: not only will manufacturers and governments secure supply for production, but investors are also likely to treat the status change as confirmation of silver’s structural importance.

Keeping in mind that Goldfix has been asserting (based on evidence and belief) that Silver is being stockpiled by China, Russia, and other nations (since the 2023 BRICS summit) using sovereign wealth funds; then witness the behavior of the Saudi sovereign wealth fund in acquiring SLV to see this manifest.

Pic: Bob Coleman, and SRS Rocco

Stockpiling and Policy Tailwinds​

Critical status brings policy tools that can directly impact demand. The Defense Production Act and federal subsidies will favor domestic mining and refining. More importantly, designation makes silver eligible for strategic stockpiling. Government entities and private actors anticipating higher official demand will likely increase purchases in advance. This stockpiling dynamic has historically been a strong driver of price when applied to other critical minerals.

Outlook for Prices​

History suggests that critical listing is inherently bullish for price. The recognition of supply insecurity creates a premium, and the time required to bring new production online means the market adjusts quickly on the demand side while supply remains constrained. Silver’s critical designation places it firmly within this framework. The result is a structural case for higher prices supported by precedent in other markets, especially lithium and uranium.


QUOTE
Here are some (quite literally) back of napkin numbers composed and organized using lithium and uranium for potential price effects on Silver and Copper.





Continues here

Silver above $48.00 an ounce. Nearing the $50.00 mark. Will no doubt far surpass that too. $100.00 an ounce is feasible now.

 

[JWBooth]

US dollar devaluation continues unabated. Gold and silver/oz. Copper/ton

 

[Natural Citizen]

I've been stacking metal for over thirty years.

 

[Stann]

I've been stacking metal for over thirty years.

Couldn't afford gold , always liked silver. Started buying when it was about $5.00 an ounce. Knew it was under-rated.

 

[JWBooth]

Well ain't that special?

 

[kc48]

 

[TruthSeeker112125]

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

 

[Stann]

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

My initial.purchases of Silver were about $5.00 each. Aside from those I collected at dollar value in the 50's and 60's.

 

[JWBooth]

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

A short (advert) article on this.

Brics Successfully Launch Gold-Backed UNIT | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

[Natural Citizen]

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

I started around 1990/91. Of course, that's physical rather than ''on paper.''

 

[Stann]

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

With the "Precious Metals", such as Gold & Silver rising to Record Breaking Highs, what does this say about the Value of the yet to be fully released "BRICS Currency" that is to be backed by Gold, & Commodities, vs the "Almighty Dollar" that is backed by nothing more than a "Promise to Pay"?

And I have to say, I wish that I knew back in 1974, what I know now, cuz' I absolutely would've invested in Gold & Silver then when Gold was priced at $158.76 an oz., and Silver at $6.00 an oz.!

I sold half of my silver dollars when they reached $50.00 a piece . Have less than a thousand left now waiting til it gets to $75.00 an ounce. If that happens in the next 3:months I.might wait til it reaches $100.00 an ounce.

 

[TruthSeeker112125]

I sold half of my silver dollars when they reached $50.00 a piece . Have less than a thousand left now waiting til it gets to $75.00 an ounce. If that happens in the next 3:months I.might wait til it reaches $100.00 an ounce.

With the silver being coins,.... Isn't the Value higher, as a Collectible?

 

[Stann]

With the silver being coins,.... Isn't the Value higher, as a Collectible?

I sold off all the culls. The silver value is the same not matter how bad the condition is.

 

[egp320i]

sounds good, I have 30 ounce of silver in ingots or bullion coins

 

[luiza]

If arch sleaze Powell and his cronies agree to at least a 0.25 cut this week , the commodities super price charge will commence.

Forecasts of 5000 and 75 for Gold and Silver respectively will soon look quaint and spectacularly low .

By all means also shout out for Copper and even Oil in the stampede toward undreamed price highs , but longer term it will be Gold and Silver spearheading the New Financial and Social Age .

 

[egp320i]

I sold half of my silver dollars when they reached $50.00 a piece . Have less than a thousand left now waiting til it gets to $75.00 an ounce. If that happens in the next 3:months I.might wait til it reaches $100.00 an ounce.

silver dollars or silver coins with no face value?

I have about 20 silver dollars from the late 1800 to early 1900, those are worth more than
just the silver content

I also have silver coins from different mints, one has a panda, eagle etc but they are just slabs basically

 

[Stann]

If arch sleaze Powell and his cronies agree to at least a 0.25 cut this week , the commodities super price charge will commence.

Forecasts of 5000 and 75 for Gold and Silver respectively will soon look quaint and spectacularly low .

By all means also shout out for Copper and even Oil in the stampede toward undreamed price highs , but longer term it will be Gold and Silver spearheading the New Financial and Social Age .

Back where it all started.

 

[luiza]

We got the Dovish 0. 25 expected cut .
Now watch Gold and Silver move steadily north for the next few weeks .
In fairness Silver had already burst forward these last few days whilst Gold retained its holding pattern .
Now they should climb toward the stars , perhaps dropping in on the way to greet new friends in 3I /Atlas