Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
7 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.com
- 9 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
9 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!
Have some silver coins stashed away. Bought very cheaply. 2017-2018. Starting to look like a price floor is forming, but who knows where the Trump-hare jumps..- ·11 t sittenWhy a weekly closing price above $60 could be the silver summer's most important turning point Silver has completed one of the wildest round trips in modern commodity history. From the record high of 121,67 dollar on January 29, via a long consolidation in the 70–90-dollar zone throughout the spring, to a sharp slide below 60 dollar towards the end of June when the dollar strengthened and the market began to price in a more hawkish Fed. Now, at the beginning of July, the metal is in the midst of a real shift in pace: the 60-dollar line has become the battlefield itself. What makes the level special right now is that it is no longer just a round, psychological number. Several named technical analysts have begun to refer to it as a real support zone. Christopher Lewis at FXEmpire has closely followed the level throughout the week and describes the 60-dollar line as crucial, pointing out that the market managed to defend it even in a week characterized by lower lows and lower highs. Jesse Colombo extends the lines even further and views the entire 60–70-zone as an overarching support zone, where the ideal scenario is for silver to build a solid bottom before a lasting rally comes – precisely why a single good trading day is less interesting than a full week's closing above the line. This week has shown exactly why. Silver stayed above 62 dollar on Monday and Tuesday, fell sharply to around 57,7–58,8 dollar on Wednesday after Trump declared the temporary ceasefire with Iran "over" and new American attacks hit Iran, before the price recovered to around 59 dollar on Thursday as the market readjusted Fed expectations. This is not a sign of calm consolidation, but a fierce tug-of-war between geopolitical risk pushing oil prices and interest rate expectations up (negative for a yield-free asset like silver), and a physical market that is still tight. On the upside, the threshold values are also not random. CoinDCX points out that silver must reclaim 62,50 and then 65 dollar to confirm stronger bullish momentum, which in turn could open for an attempt towards the 68–72-zone. Lewis links this to real moving averages: the 50-week average is around 64,30 dollar, while the 200-day average is closer to 67 dollar – in other words, two concrete technical obstacles that trend-following capital actually relates to, not just round numbers. If support below 60 dollar fails instead, 57 dollar is the next stop according to Lewis, with 50 dollar as a deeper capitulation scenario if that also breaks. The underlying picture is still constructive in the medium term, but with a point worth mentioning: institutions are not in agreement about the size of the deficit. The Silver Institute has operated with a deficit of around 67 million ounces for 2026, while Metals Focus lands at 46,3 million ounces – both point in the same direction structurally, but the deviation is a reminder that even "consensus" on the supply side is an estimate, not a definitive answer. On the price target side, the range is also wide: JPMorgan envisions an average of 81 dollar through 2026, while Commerzbank aims for 90 dollar by year-end. The point is therefore not that 60 dollar is magical in itself, but that it now functions as a focal point for three things simultaneously: technical structure, institutional positioning, and a news flow that changes hour by hour. A weekly closing above the line would be the first concrete signal that buyers are actually winning the tug-of-war, not just defending themselves day by day. What do you think – will the 60-dollar line hold this week, or will the Iran news and Fed expectations trump the technical support once again? Sources: https://www.fxempire.com/forecasts/article/silver-weekly-price-analysis-silver-defends-60-level-as-strong-dollar-weighs-1608252https://www.fxempire.com/forecasts/article/silver-price-analysis-silver-holds-above-60-as-strong-dollar-restricts-gains-1608760https://finance.yahoo.com/markets/commodities/articles/silver-selloff-tests-key-support-184810631.htmlhttps://coindcx.com/blog/personal-finance/silver-price-forecast/https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/https://skillings.net/silver-price-forecast-2026-breakout-drivers-risks-and-the-70-support-case/https://tradingeconomics.com/commodity/silverhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-thursday-july-9-prices-continue-to-open-lower-this-week-122833571.html This is not investment advice, only my own assessments and analysis based on publicly available information. The undersigned owns AuAg Silver Bullet and thus has direct exposure to the topic being discussed.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 7 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.com
- 9 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
- 9 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!Have some silver coins stashed away. Bought very cheaply. 2017-2018. Starting to look like a price floor is forming, but who knows where the Trump-hare jumps..
- ·11 t sittenWhy a weekly closing price above $60 could be the silver summer's most important turning point Silver has completed one of the wildest round trips in modern commodity history. From the record high of 121,67 dollar on January 29, via a long consolidation in the 70–90-dollar zone throughout the spring, to a sharp slide below 60 dollar towards the end of June when the dollar strengthened and the market began to price in a more hawkish Fed. Now, at the beginning of July, the metal is in the midst of a real shift in pace: the 60-dollar line has become the battlefield itself. What makes the level special right now is that it is no longer just a round, psychological number. Several named technical analysts have begun to refer to it as a real support zone. Christopher Lewis at FXEmpire has closely followed the level throughout the week and describes the 60-dollar line as crucial, pointing out that the market managed to defend it even in a week characterized by lower lows and lower highs. Jesse Colombo extends the lines even further and views the entire 60–70-zone as an overarching support zone, where the ideal scenario is for silver to build a solid bottom before a lasting rally comes – precisely why a single good trading day is less interesting than a full week's closing above the line. This week has shown exactly why. Silver stayed above 62 dollar on Monday and Tuesday, fell sharply to around 57,7–58,8 dollar on Wednesday after Trump declared the temporary ceasefire with Iran "over" and new American attacks hit Iran, before the price recovered to around 59 dollar on Thursday as the market readjusted Fed expectations. This is not a sign of calm consolidation, but a fierce tug-of-war between geopolitical risk pushing oil prices and interest rate expectations up (negative for a yield-free asset like silver), and a physical market that is still tight. On the upside, the threshold values are also not random. CoinDCX points out that silver must reclaim 62,50 and then 65 dollar to confirm stronger bullish momentum, which in turn could open for an attempt towards the 68–72-zone. Lewis links this to real moving averages: the 50-week average is around 64,30 dollar, while the 200-day average is closer to 67 dollar – in other words, two concrete technical obstacles that trend-following capital actually relates to, not just round numbers. If support below 60 dollar fails instead, 57 dollar is the next stop according to Lewis, with 50 dollar as a deeper capitulation scenario if that also breaks. The underlying picture is still constructive in the medium term, but with a point worth mentioning: institutions are not in agreement about the size of the deficit. The Silver Institute has operated with a deficit of around 67 million ounces for 2026, while Metals Focus lands at 46,3 million ounces – both point in the same direction structurally, but the deviation is a reminder that even "consensus" on the supply side is an estimate, not a definitive answer. On the price target side, the range is also wide: JPMorgan envisions an average of 81 dollar through 2026, while Commerzbank aims for 90 dollar by year-end. The point is therefore not that 60 dollar is magical in itself, but that it now functions as a focal point for three things simultaneously: technical structure, institutional positioning, and a news flow that changes hour by hour. A weekly closing above the line would be the first concrete signal that buyers are actually winning the tug-of-war, not just defending themselves day by day. What do you think – will the 60-dollar line hold this week, or will the Iran news and Fed expectations trump the technical support once again? Sources: https://www.fxempire.com/forecasts/article/silver-weekly-price-analysis-silver-defends-60-level-as-strong-dollar-weighs-1608252https://www.fxempire.com/forecasts/article/silver-price-analysis-silver-holds-above-60-as-strong-dollar-restricts-gains-1608760https://finance.yahoo.com/markets/commodities/articles/silver-selloff-tests-key-support-184810631.htmlhttps://coindcx.com/blog/personal-finance/silver-price-forecast/https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/https://skillings.net/silver-price-forecast-2026-breakout-drivers-risks-and-the-70-support-case/https://tradingeconomics.com/commodity/silverhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-thursday-july-9-prices-continue-to-open-lower-this-week-122833571.html This is not investment advice, only my own assessments and analysis based on publicly available information. The undersigned owns AuAg Silver Bullet and thus has direct exposure to the topic being discussed.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 7 t sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.com
- 9 t sittenSilver's Next Chapter Might Be Written by AI Silver has long been priced primarily as a precious metal — a hedge against inflation, a weaker dollar, and geopolitical uncertainty. But a less obvious driver is building underneath: the buildout of AI infrastructure. Data centers, semiconductors, and power infrastructure are being scaled at a pace few metals can keep up with. Silver has the highest electrical conductivity of any metal, which makes it hard to substitute in advanced connectors, bonding wires, circuit boards, and power-switching components — exactly the parts data centers and chipmakers need more of. The IEA projects global data center electricity consumption to roughly double, from around 415 TWh in 2024 to about 945 TWh by 2030, with AI as the primary driver. Electrification at that scale pulls more silver through the supply chain, even where the link isn't made explicit. It's worth being precise about where the demand is actually coming from. The Silver Institute's 2026 World Silver Survey shows overall industrial silver demand easing this year, largely because solar panel manufacturers are actively thrifting silver content per panel as prices stay elevated. Computing and AI-related electronics stand out as one of the few industrial segments still expected to hold up, precisely because silver isn't easily substituted there yet. That demand is arriving into a market that's already tight. The Silver Institute and Metals Focus expect a sixth consecutive annual deficit in 2026, widening to 46.3 million ounces from 40.3 million in 2025, as mine supply lags and above-ground inventories keep drawing down. Silver's dual identity — safe haven in uncertain macro conditions, industrial input in electrification and AI — is what makes this setup worth watching. When chip stocks like Micron and SK Hynix rally on expectations of a multi-year AI investment cycle, they're really pricing in demand for the infrastructure silver goes into. Is silver the overlooked metal that gets rediscovered as AI infrastructure gets built out? Disclosure: I hold a position in AuAg Silver Bullet. This is not investment advice, just my own analysis. Always do your own research. Sources: - Silver Institute – World Silver Survey 2026, sixth consecutive deficit: https://silverinstitute.org/global-silver-investment-to-remain-strong-in-2026-against-the-backdrop-of-a-sixth-consecutive-annual-market-deficit/ - IEA – Energy demand from AI: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai - E24 – Chip stocks rise on Wall Street (background on AI capex growth, does not cover silver directly): https://e24.no/boers-og-finans/i/aJK4MA/brikkeaksjer-stiger-paa-wall-street
- 9 t sitten · MuokattuOnko kukaan sijoittanut suoraan hopeaan tai kultaa? Ehkä nyt olisi aika ostaa hopeaa esim. VZLC? En tosin tiedä saisinko sillä paremman lopputuloksen kuin tällä? Ollaan varmaan aika pohjalla vai ollaanko? Näin olen kuvitellut tosin jo pari kuukautta. Tänään +4.22% kiitos siitä!Have some silver coins stashed away. Bought very cheaply. 2017-2018. Starting to look like a price floor is forming, but who knows where the Trump-hare jumps..
- ·11 t sittenWhy a weekly closing price above $60 could be the silver summer's most important turning point Silver has completed one of the wildest round trips in modern commodity history. From the record high of 121,67 dollar on January 29, via a long consolidation in the 70–90-dollar zone throughout the spring, to a sharp slide below 60 dollar towards the end of June when the dollar strengthened and the market began to price in a more hawkish Fed. Now, at the beginning of July, the metal is in the midst of a real shift in pace: the 60-dollar line has become the battlefield itself. What makes the level special right now is that it is no longer just a round, psychological number. Several named technical analysts have begun to refer to it as a real support zone. Christopher Lewis at FXEmpire has closely followed the level throughout the week and describes the 60-dollar line as crucial, pointing out that the market managed to defend it even in a week characterized by lower lows and lower highs. Jesse Colombo extends the lines even further and views the entire 60–70-zone as an overarching support zone, where the ideal scenario is for silver to build a solid bottom before a lasting rally comes – precisely why a single good trading day is less interesting than a full week's closing above the line. This week has shown exactly why. Silver stayed above 62 dollar on Monday and Tuesday, fell sharply to around 57,7–58,8 dollar on Wednesday after Trump declared the temporary ceasefire with Iran "over" and new American attacks hit Iran, before the price recovered to around 59 dollar on Thursday as the market readjusted Fed expectations. This is not a sign of calm consolidation, but a fierce tug-of-war between geopolitical risk pushing oil prices and interest rate expectations up (negative for a yield-free asset like silver), and a physical market that is still tight. On the upside, the threshold values are also not random. CoinDCX points out that silver must reclaim 62,50 and then 65 dollar to confirm stronger bullish momentum, which in turn could open for an attempt towards the 68–72-zone. Lewis links this to real moving averages: the 50-week average is around 64,30 dollar, while the 200-day average is closer to 67 dollar – in other words, two concrete technical obstacles that trend-following capital actually relates to, not just round numbers. If support below 60 dollar fails instead, 57 dollar is the next stop according to Lewis, with 50 dollar as a deeper capitulation scenario if that also breaks. The underlying picture is still constructive in the medium term, but with a point worth mentioning: institutions are not in agreement about the size of the deficit. The Silver Institute has operated with a deficit of around 67 million ounces for 2026, while Metals Focus lands at 46,3 million ounces – both point in the same direction structurally, but the deviation is a reminder that even "consensus" on the supply side is an estimate, not a definitive answer. On the price target side, the range is also wide: JPMorgan envisions an average of 81 dollar through 2026, while Commerzbank aims for 90 dollar by year-end. The point is therefore not that 60 dollar is magical in itself, but that it now functions as a focal point for three things simultaneously: technical structure, institutional positioning, and a news flow that changes hour by hour. A weekly closing above the line would be the first concrete signal that buyers are actually winning the tug-of-war, not just defending themselves day by day. What do you think – will the 60-dollar line hold this week, or will the Iran news and Fed expectations trump the technical support once again? Sources: https://www.fxempire.com/forecasts/article/silver-weekly-price-analysis-silver-defends-60-level-as-strong-dollar-weighs-1608252https://www.fxempire.com/forecasts/article/silver-price-analysis-silver-holds-above-60-as-strong-dollar-restricts-gains-1608760https://finance.yahoo.com/markets/commodities/articles/silver-selloff-tests-key-support-184810631.htmlhttps://coindcx.com/blog/personal-finance/silver-price-forecast/https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/https://skillings.net/silver-price-forecast-2026-breakout-drivers-risks-and-the-70-support-case/https://tradingeconomics.com/commodity/silverhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-thursday-july-9-prices-continue-to-open-lower-this-week-122833571.html This is not investment advice, only my own assessments and analysis based on publicly available information. The undersigned owns AuAg Silver Bullet and thus has direct exposure to the topic being discussed.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%