Solar panel cost curve

Silver can go to $100. 

Silver lease rates reach record high of 10.6%

High lease rates mean bottoms in silver.

1 year silver lease rates are hitting record highs and they have never hit 10.6%. Every time when lease rates spike, silver bottoms out.

Currently the 1 year silver forward rate is -7.1%. Lease rate = SOFR - forward rate = 3.5% + 7.1% = 10.6%

Goldman Sachs: Long gold/copper, short oil/gas

 

Silver supply and demand

 

Nomi Prins Top Commodities

Nomi's top commodities for 2026: 

1) silver 

2) uranium 

3) copper 

4) platinum 

5) gold 

6) palladium 

7) rare earths: Nd-Pr 

8) cobalt, lithium, nickel

Yardeni hikes gold price from $5000 to $6000

Yardeni hikes gold price. 

LNG Drags Down Energy

LNG in oversupply. 

JP Morgan $5400 gold

JP Morgan gold target is $5400.

Retirement Stocks

Stocks to own in 2026. 

India pension funds buy gold

New structural demand from pension funds.

U.S. gold investors Vs. gold price

If US private investors double their gold portfolio, gold will go up 20%. 

IEA Oil Glut

Do not buy oil. 

Silver demand from EV

Silver Institute report.

Real inflation adjusted silver

Silver is going a lot higher. 

Silver to $500

Silver is going to $500.

USD Overvalued

The USD is overvalued. 

Copper mine supply disruptions

Copper supply will be weak in the coming years. Silver as well.

Oil CAPEX/Amortization Ratio

When oil CAPEX is higher than amortization, production will rise. 

Yardeni $10000 gold

Yardeni targets for 2030:

- Gold: $10000 (+150%)

- S&P 500: $10000 (+50%)