Silver Wolf! Manic Metals Report 07/11/2025

Silver is the little market that cried wolf! How many times have we had false breakouts to the upside only to be thwarted as other metals outperform silver? Still silver is wildly underpriced compared with historical gold silver ratio levels and we continue to believe that one day silver will achieve its bullish equilibrium destiny. And in the past Silver lied straight phrase why I cried but I still looking to find a reason to believe.

Maybe this time as silver prices are spiking once more, but questions remain regarding whether this increase is indicative of a genuine rally or simply another short-lived surge. Silver futures just hit a 13 year high, but it has a way to go till it hits that $50 mark that everybody has talked about forever.

It is uncertain whether silver truly aligns itself with the performance of other metals, or if this momentum will prove unsustainable.

Anyway, based on what we’re seeing in platinum and palladium copper and other metals silver is way overdue.

As we’ve noted before, the silver market is in what they call a structural deficit for over 5 years. If you look at the World Silver Council, they say that there’s over 149,000,000 ounces of shortfall projected in 2025.

And the gold silver ratio is so far out of whack trading close to 88 to 1 which is ridiculous. At least from a historical viewpoint.

Platinum course has been the most exciting metal hitting another high as the supply demand fundamentals are still in a structural deficit of 1,000,000 oz shortfall in 2024 and anywhere from a 539,000 the 996,000 shortfall in 2025 now platinum of course is big on the auto front and auto demand is forecast to hit an 8 year high and platinum is also used in jewelry and China is buying it like crazy.

When gold prices get too high many buyers switch to platinum but now it’s going to be a situation where both of those metals are going to be very, very pricey and the physical demand for platinum is just astounding right now is there ceased seems to be a surge most of the physical demand is coming from China.

The tightness of supplies of gold and silver are being noticed by the trump administration but also of course when it comes to rare earth minerals if I mentioned in the Phil Flynn daily energy report The Trump administration gets that securing rare earth minerals and leading the way in AI is critical to ensure our national security made a bold and historic move to start reducing our dependence on other countries for are rare earth minerals needs Especially from China and other nations that do not like us or use slave labor to produce the vital minerals.  The Pentagon announced that they are becoming the becoming the largest shareholder in MP Materials  an American rare earth mining company by buying $400 million dollars in preferred stock Yes they know that rare earth minerals are essential for advanced military equipment rare earth minerals are used in everything from fighter jets lasers radars drones and missiles and sadly our country under the last administration took those needs for granted and allowed us to become even more dependent on other countries.

Palladium of course has also been on fire and it’s yesterday reached $1224.00 an ounce in fact if you look at the past month on Palladium it’s been up over 15% in year over year prices are up 27.9% .

President trump is expected to make a big announcement on Russia as he hasn’t been very happy with Vladimir Putin. And with president trump potentially putting more sanctions on Russia as well as South Africa 80% of the global Palladium production could be at risk causing panic buying.

Remember back in 2024 we saw a big spike to $1200 the first time and that was driven by The US proposed G7 sanctions on the Russian Federation.

Copper is pulled back after the huge historic surge but one of the things you have to remember is when we hit a new all-time high in the metal like we did in copper where we know there’s a structural shortage just about anything can happen with prices don’t be fooled into trying to pick a long term chop but be more prepared for extreme volatility this is the type of market that ultimately we believe is going much higher but we could see some major setbacks along the way for day traders this is the most beautiful type of market you could actually ask for because if you can strategically place your orders the risk versus profit potential could be astonishing take a good example of what we’ve seen in the softs markets like coffee and cocoa where we’ve seen big moves in one day where if you’re lucky you can position yourself with a relatively tight stop and have a potential for very large profit it also is more forgiving market because if you can control their risk and just be right one out of five times you should have the opportunity to make a profit obviously there is much risk in this market as well so you have to be very adept and good at what you’re doing or you could use help you can call us and we can try to help with that entry and exit point now many of my traders will use the Phil Flynn daily trade levels to try to pick these points and we do cover all the major metals on this. Even the aluminum market which has also been almost as disappointing as silver.  Aluminum chew is influenced heavily by China which produces about 60% of global output that is another reason why the trump administration is trying to get more metals production back at home currently from aluminum the market is expecting a supply deficit of 8000 tons this year that is a dramatic turnaround from where we were a year ago on aluminum when we had 100,000 tons surplus aluminum should start turning the corner as we need to work on that supply deficit.

Physical metals are going to be in strong demand and the futures markets can provide delivery opportunities for those that want to buy the physical metals if you have physical metals needs we can talk about different ways you can handle that also to keep up on the latest breaking news stay tuned to the Fox Business Network also you can call to discuss these comments and other markets by calling me at 888-264-5665 or emailing me at pflynn@pricegroup.com.