Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Silver is experiencing its fifth sequential year of supply deficit, exacerbated by rising demand from the AI data centers &amp; the solar industry.</li>
<li>New restrictions in China limiting exports licences to only 44 state-approved firms have sent silver's implied volatility to record highs unseen since 2021.</li>
<li>Sharp plunge in silver skews over last 48 hours indicates traders are aggressively paying for downside price protection against potential pullback.</li>
</ul>


Silver is experiencing its fifth sequential year of supply deficit, exacerbated by rising demand from the AI data centers &amp; the solar industry.
New restrictions in China limiting exports licences to only 44 state-approved firms have sent silver's implied volatility to record highs unseen since 2021.
Sharp plunge in silver skews over last 48 hours indicates traders are aggressively paying for downside price protection against potential pullback.


Silver Wins Gold Even as Volatility Spikes &  Skews Plunge Raising Price Outlook Fears

Market Strategist, RW Advisory

Ron William

Market Strategist

RW Advisory

RW Advisory, founded by Ron William, a market strategist with 20+ years of experience, offers macro/tactical research and advisory to a wide range of financial institutions.

<ul>
<li>Silver’s surge toward $80 highlights its volatile nature and signalling a potential short-term pullback, yet historical patterns suggest its next explosive leg could unfold in early 2026. </li>
<li>Tactical rotations favour copper and defense-related metals after silver breakouts, but this consolidation sets the stage for silver to reassert momentum, driven by retail frenzy, short-covering &amp; abrupt speculative spikes. </li>
<li>Structural scarcity, declining production, and inflation-adjusted undervaluation combine with physical market stress, suggesting silver remains deeply discounted, positioned for a dramatic multi-year advance, echoing past mania-like surges and regime shifts.</li>
</ul>


Silver’s surge toward $80 highlights its volatile nature and signalling a potential short-term pullback, yet historical patterns suggest its next explosive leg could unfold in early 2026. 
Tactical rotations favour copper and defense-related metals after silver breakouts, but this consolidation sets the stage for silver to reassert momentum, driven by retail frenzy, short-covering &amp; abrupt speculative spikes. 
Structural scarcity, declining production, and inflation-adjusted undervaluation combine with physical market stress, suggesting silver remains deeply discounted, positioned for a dramatic multi-year advance, echoing past mania-like surges and regime shifts.


Silver - Why the Devil's Metal Could Spike Even Higher in 2026?

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found.</li><li>That is not the thesis breaking down - it is the calendar. The Indian monsoon shows why.</li><li>El Nino is everywhere in commodity conversation right now, and our own data points to this cycle running strong. </li></ul>

Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found.That is not the thesis breaking down - it is the calendar. The Indian monsoon shows why.El Nino is everywhere in commodity conversation right now, and our own data points to this cycle running strong. 

Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>After an extraordinary run, SLV’s pullback appears orderly as implied volatility cools yet remains high by historical standards.</li>
<li>We examine how this bull market in Silver compares with previous bull market spanning 50 years.</li>
<li>We also look at market participation to identify what’s been driving the recent price action.</li>
</ul>


After an extraordinary run, SLV’s pullback appears orderly as implied volatility cools yet remains high by historical standards.
We examine how this bull market in Silver compares with previous bull market spanning 50 years.
We also look at market participation to identify what’s been driving the recent price action.


Silver: A Fifty-Year Perspective on Bull Markets and Sizing Up the Recent Correction

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Oil price rise is pushing government bond yields higher globally, signaling the next inflationary wave has started</li>
<li>Precious Metals and miners rally despite higher yields and a strong Dollar- a positive divergence</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Oil price rise is pushing government bond yields higher globally, signaling the next inflationary wave has started
Precious Metals and miners rally despite higher yields and a strong Dollar- a positive divergence


United States

Silver is the metallic element with the atomic number 47. Its symbol is Ag, from the Latin argentum, derived from the Greek ὰργὀς (literally "shiny" or "white"), and ultimately from a Proto-Indo-European language root reconstructed as *h₂erǵ-, "grey" or "shining". A soft, white, lustrous transition metal, it exhibits the highest electrical conductivity, thermal conductivity, and reflectivity of any metal. The metal is found in the Earth's crust in the pure, free elemental form ("native silver"), as an alloy with gold and other metals, and in minerals such as argentite and chlorargyrite. Most silver is produced as a byproduct of copper, gold, lead, and zinc refining.

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Silver (SILVER COMDTY)

Silver Wins Gold Even as Volatility Spikes & Skews Plunge Raising Price Outlook Fears

Silver's 20% YTD surge faces a reality check as China's export shock spikes volatility. With skews plunging, market is bracing for a sharp...

Mint Finance

Silver - Why the Devil's Metal Could Spike Even Higher in 2026?

Silver's volatile nature could lead to a short-term pullback, but historical patterns suggest a potential explosive leg in early 2026.

Ron William

Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...

The Commodity Report

Silver: A Fifty-Year Perspective on Bull Markets and Sizing Up the Recent Correction

The powerful surge in the silver price on Friday, which propelled it to new multi-year highs, has drawn significant market attention to placing...

John Ley

Overview #70 - Choke Points

A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Silver Wins Gold Even as Volatility Spikes & Skews Plunge Raising Price Outlook Fears

Silver's 20% YTD surge faces a reality check as China's export shock spikes volatility. With skews plunging, market is bracing for a sharp...

Mint Finance

Silver - Why the Devil's Metal Could Spike Even Higher in 2026?

​Silver's volatile nature could lead to a short-term pullback, but historical patterns suggest a potential explosive leg in early 2026.

Ron William

Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...

The Commodity Report

Silver: A Fifty-Year Perspective on Bull Markets and Sizing Up the Recent Correction

The powerful surge in the silver price on Friday, which propelled it to new multi-year highs, has drawn significant market attention to placing...

John Ley

Overview #70 - Choke Points

A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...

Rikki Malik

Silver's volatile nature could lead to a short-term pullback, but historical patterns suggest a potential explosive leg in early 2026.