Silver & the game of Supply & Demand

u/SatisfactionHour6586 · Reddit — r/stocks · January 16, 2026 at 01:45 · ⬆ 52 pts · 💬 51 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is bullish on silver citing Chinese export controls, US Mint halting sales, high Chinese prices, Fed money printing, war fears, and industrial demand from Tesla.

Unpriced research observations (excluded from Calls and Returns):

XAGUSD — LONG The author argues silver will continue rising due to China's stricter export controls starting January 1, 2026, the US Mint halting silver sales, Chinese silver prices above $100, Fed money printing, rising war fears, and industrial demand including Tesla needing 50 million ounces annually. The supply-demand imbalance is expected to drive prices higher as physical silver dries up globally. The main risk is not explicitly stated. Exact non-equity contract requires separate historical validation; no generic proxy.

Based off supply and demand alone the price will continue to rise. That’s why physical silver around the world is being bought up and upcharged in every country.

Score 52
Comments 51
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