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
·10 t sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.
at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again.- ·16 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 1 päivä 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.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
- 1 päivä 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
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
- ·10 t sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again.
- ·16 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 1 päivä 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.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
- 1 päivä 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
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
- ·10 t sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again.
- ·16 t sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 1 päivä 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.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
- 1 päivä 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
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