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Q1 Silver Recap: Why the 38% Fall Did Not Change the 67Moz Deficit
Silver declined approximately 38% from its January 2026 peak of $121.64/oz to $75.04/oz by March 31 - a drawdown driven by monetary policy repricing. The correction occurred against an unchanged 2026 supply deficit of approximately 67Moz, the sixth consecutive year of undersupply against a total annual supply of 800 to 850Moz. The nomination of Kevin Warsh subsequently shifted market expectations toward tighter monetary policy, triggering broad precious metals liquidation and driving silver to $75.04/oz by March 31 2026, a 38% decline from peak. Silver's 146.85% year-over-year gain reflects the cumulative effect of ... (full story)
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From @DeItaone|Apr 12, 2026|74 comments*US MILITARY SAYS IT WILL BEGIN HORMUZ BLOCKADE 10AM ET MONDAY “CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports.”
From etftrends.com|Apr 12, 2026Gold pulled back amid rising rates and a stronger dollar, but history shows volatility is typical in crises. Strong margins leave miners well positioned if gold stabilizes or ...
From substack.com|Apr 12, 2026A week that started with a historic threat from US President Donald Trump to Iran—“A whole civilization will die tonight, never to be brought back again.”—ended with US-Iran talks ...
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From cnbc.com|Apr 12, 2026|6 commentsCrude oil prices surged on Sunday, as the U.S. Navy prepares to impose a blockade on Iran’s ports after peace talks failed over the weekend. U.S. crude oil futures for May ...
From boj.or.jp|Apr 12, 2026|2 commentstables
From msn.com|Apr 12, 2026|46 commentsPresident Trump and his advisers are looking at resuming limited military strikes in Iran in addition to the U.S. blockade of the Strait of Hormuz as a way to break a stalemate in ...
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- Apr 12, 2026 4:51pm Posted byFundamental Analysis212
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