China’s Silver Export Licensing Mandate Expands Global Supply Amid Rising Industrial Demand – Blockonomi

TLDR: China controls 60-70% of silver traded globally and most exporters are not eligible for new licenses Shanghai silver reached $85 an ounce, creating a $5 premium over U.S. markets on supply concerns Silver demand increased by 175% in 2025 thanks to solar panels, electric vehicles, AI data centers and semiconductors Global shortages exceeded 200 […]

Is the 150% silver rally fueled by fear, or is there a real supply contraction?

Silver prices have risen more than 150% in 2025, breaking multi-year highs and crossing the $75 per ounce mark. Unlike typical safe-haven rallies driven by risk aversion, this move is shaped by tangible physical market dynamics.The underlying driver appears to be a continued supply contraction rather than speculative euphoria. Multiple structural factors have converged in […]

Silver Shoots Past $60: What’s Causing the Meltup and What 2026 Could Look Like

Silver broke records this week, crossing the $60 per ounce mark for the first time in history, marking a milestone for the precious metal. After years of steady gains, 2025 was extraordinary, with silver prices rising due to strong industrial demand, ongoing supply shortages and global economic uncertainties. The rally was also echoed in India, […]

Silver could rise another 20% after a remarkable 70% rally, Emkay says. This is why

Silver prices could reach as high as $60 per ounce in the coming year, reflecting a potential 20% year-over-year increase, according to Emkay Wealth Management. Emkay Global Financial Services’ wealth and advisory arm said the bullish outlook is driven by robust industrial demand amid an ongoing supply shortage that currently stands at 20% and is […]