Silver Supply and Demand - Surplus and Deficit

Is silver going into a new reality? 

https://inflationdata.com/articles/inflation-adjusted-silver-prices/

https://www.fundsindia.com/blog/mf-research/silver-lining-is-it-time-to-add-silver-to-your-portfolio/32139

James Hamilton: Oil demand elasticity

Hormuz destroys 10% of supply. Oil demand destruction needs oil at $140. Hamilton.

Oil Demand Destruction

Oil demand destruction scenarios. Oil basically can't go above $100 in less than 60 days. 

Silver supply and demand

Silver demand will outpace silver supply. 

Silver supply and demand

 

Silver demand

A nice industry. 

IEA Oil Supply and Demand

Oil is getting worse. 

Due to oil on water.

Production still needs to rise.

Copper Supply Shock

Copper will be bullish. 

China oil demand

China oil demand is falling off a cliff.

 

PGM demand deteriorating

PGM demand is not improving. Worst sector to invest in. 2021 (upper chart) Vs. 2025 (lower chart).

IEA Oil Supply and Demand

Oil should drop. 

Update Feb 2025:

Oil supply and demand: $60 oil

$60 oil is coming. 

Oil surplus in 2025

It's still not the moment to buy energy. 

Update: 12-dec-2024

China Diesel Consumption is Down

China oil consumption is down. 

Oil: Diesel and gasoline demand

Will be flat.

IEA Oil Demand and Supply

Oil is going into surplus. 

Jan-2025

Indian oil demand slowing

Indian oil demand is slowing.

Gold demand

Gold demand is still rising.

Gold ETF flows are positive.

China Rate Cuts Vs. China Gold Demand

The effect of China policies on China gold demand. 

India gold demand Vs. gold imports

There is some correlation between India gold demand and gold imports.