zerohedge logo
mobile-logohamburger-menu

print-icon
print-icon

Why is China Stockpiling Silver?

VBL's Photo
by VBL
Thursday, Jan 16, 2025 - 14:44

UBS: Silver to Outperform in 2025

Market Rundown | Why is China Stockpiling Silver?

Authored by GoldFix, ZH Edit

Today:

  • Discussion: Oil Levels, China Silver, Israel Hostages, Museum Media
  • Premium: UBS: Silver's Turn

 

Key Moments
0:00- Intro/Mkts (false start)
2:16- UBS on Silver in 2025
7:55- China Silver Demand Update
12:50- Sprott Launches Silver ETF
16:26- Museum News
17:46- ZeroHedge Trump-Biden Hostage Talks
19:55- Charts: Oil, Gold, Silver

Clip on China Demand

China has not enabled Silver accumulation by its own citizens (yet) due to the CCP still stockpiling it for high-tech production.

China Demand Broken Down

More here


Free Posts To Your Mailbox

Secure your wealth against inflation with JM Bullion.
LEARN MOREarrow
Contributor posts published on Zero Hedge do not necessarily represent the views and opinions of Zero Hedge, and are not selected, edited or screened by Zero Hedge editors.
0

NEVER MISS THE NEWS THAT MATTERS MOST

ZEROHEDGE DIRECTLY TO YOUR INBOX

Receive a daily recap featuring a curated list of must-read stories.

Want more of the news you won't get anywhere else?

Sign up now and get a curated daily recap of the most popular and important stories delivered right to your inbox.


Probably The Worst Sell Case of All Times...

It is almost impossible to even articulate a credible bear case without being laughed at. Nevertheless, here are a couple of charts that would indicate that the bull at least will encounter some resistance over the next few weeks. And yes, this is probably the weakest "sell" call you have ever read...


Too Early To Take Out the Euro Trash

While the European equity trade has cooled since its Q1 rally, signs of life remain. From oversold technicals to strong relative earnings and a rebound in German manufacturing, the continent still has fuel in the tank—especially as inflation data softens and valuations in a longer-term perspective are far from extreme.


"The outlook for oil prices is bearish. The supply side is very strong”

Here is a sweeping visual overview of the oil market—from supply-demand fundamentals to CTA flows, the view from the volatility markets, and geopolitical risks. These 20 charts offer a macro-to-micro snapshot to kick off the week in energy.


"Melt-up to fresh highs"

While the Middle East situation and the oil complex takes up the absolute majority of attention right now, one much bigger sector is quietly marching on higher and higher. The AI basket has had its RSI (14 day) sitting >70 for the last several weeks. And zooming out on broader NASDAQ seasonality, the big bull usually starts in July.


Already Bunker Blasted Sentiment & Positioning

Already bombed out 

Just a reminder that sentiment and positioning metrics were already pretty depressed going into this weekend. From hedge funds to quants, longs are light which should leave less room for an unwind panic. Here are a couple of our favorite charts.
 

Sign Up For ZH Premium
Contact Information+

Assistance and Requests: Contact Us

Tips: tips@zerohedge.com

General: info@zerohedge.com

Legal: legal@zerohedge.com

Advertising: Contact Us

Abuse/Complaints: abuse@zerohedge.com