Gold Breaks the $4,000 Barrier: A Monumental Milestone. Manic Metals Report 09/07/2025

Gold just blew through the $4,000 mark—let that sink in for a minute. This isn’t just a milestone; it’s a moonshot moment for the yellow metal.
December gold futures are storming past that psychological barrier today, and we’re talking about a scorching 50% rally year-to-date.
The skeptics? They’ve been left choking on the dust as gold torches its way into uncharted territory.
Gold’s rally isn’t just a slow burn—it’s a full-blown inferno, fueled not only by insatiable demand from China and India but also by central banks scooping up bullion like there’s no tomorrow. The greenback’s losing swagger, and that’s pouring more gasoline on this fire, igniting a wave of safe-haven fever. But let’s cut to the core: what’s really catapulting gold is this gnawing global anxiety that paper currencies are on shaky ground. When trust in fiat starts to unravel, gold steps into the spotlight, glittering as the ultimate insurance policy for nervous investors worldwide.
What drove us here?  Written before gold seems to be the perfect hatch for every situation these days. Whether you’re worried about currencies or global war.
As far as the latest surge start with the Fed’s pivot to rate cuts—traders are betting big on looser policy amid sticky inflation that’s refusing to cool off, making gold’s zero-yield appeal shine brighter than ever.
Add in relentless central bank buying; these institutions have been hoarding bullion like it’s going out of style, with aggressive purchases tightening the supply-demand balance and fueling ETF inflows that are squeezing the market silly.
Geopolitical chaos? Oh yeah—global political uncertainty, from U.S. government shutdowns starving us of key economic data to instability in France and trade tensions rattling the world, not to mention the ongoing war in Ukraine,  has investors hedging volatility like their portfolios depend on it (because they do). Toss in a softer U.S. dollar, eroding trust in fiat currencies, and renewed safe-haven fever, and you’ve got the recipe for this record-shattering rally.
From my perch analyzing energy and metals, this echoes those super cycles where emerging demand meets Western policy woes. Gold’s not done yet—watch for more upside if the Fed keeps easing and tensions simmer, potentially eyeing $4,100 or higher on Fibonacci extensions. If you’re trading or investing, don’t chase blindly; manage risk with stops and consider the dollar’s rebound potential. But for now, this golden age is real.
The silver market in 2025 continues to exhibit strong bullish fundamentals, characterized by persistent supply deficits, surging industrial demand, and renewed investment interest.
Silver surged is priced at about $48.40 per troy ounce, up over 57% year-to-date. The rise is due to a market deficit of more than 200 million ounces, driven by strong demand from the green energy sector. Mine production is increasing slightly but cannot keep up with demand, suggesting further price growth later in 2025.

Silver’s spot price has demonstrated remarkable resilience and upward momentum throughout 2025. On October 7, 2025, the price hovered around $48.40 per ounce, marking a slight daily decline of 0.32% but continuing a monthly rise of 17.09%. This follows a surge to multi-year highs, including a peak above $44 per ounce in September, amid broader precious metals rallies. Trading volumes and futures on platforms like the CME reflect heightened investor participation, with silver outperforming gold in portfolio diversification strategies due to its industrial utility.
Silver’s story right now is all about tight supply and explosive demand, and the numbers really show it. Even though global mine production has nudged higher—first up 0.9% in 2024 to 819.7 million ounces thanks to more lead/zinc mining in places like Australia, and now a projected jump to 944 million ounces in 2025 as Mexico and Peru ramp up—there’s still some major headwinds. Those gains are capped by mine closures, tricky geopolitics, and not enough investment in new exploration. Recycling and above-ground stocks help a bit, but they can’t fully close the gap between what’s coming out of the ground and what industries are gobbling up. According to the latest World Silver Survey, production costs and reserves are still under pressure, and even big mines are only forecasting modest output, like 7.5 million ounces this year.
On the demand side, silver’s industrial swagger is front and center. Over half of all silver used gets snapped up for things like solar panels, electronics, electric vehicles, and medical technologies—and the appetite keeps growing, especially in East Asia. Jewelry demand has slid by about 3% since prices shot up, making silver pieces a bit less tempting for buyers. But here’s the kicker: investment demand via ETFs and physical silver bars or coins has totally taken off, with folks flocking to silver as both an inflation hedge and a safe haven. Last year, total demand dipped 3% to 1.16 billion ounces, but this year looks set for a rebound, mostly thanks to booming industrial use. The big buzz? Green energy! Silver’s unbeatable conductivity makes it key for everything from solar cells to next-gen batteries.
The silver market’s been running a deficit for years, and it’s only getting tighter. In 2024, the shortfall hit 148.9 million ounces—better than 2023’s whopping 200.6 million, but still huge. For 2025, experts think the gap could blow past 200 million ounces again. That’s setting the stage for potential market fireworks if inventories keep shrinking, and it really highlights silver’s double-duty as both a metal for industry and a store of value. We’re not running out of physical silver just yet, but the setup is ripe for volatility if demand spikes.
Looking forward, silver could easily test $50 per ounce very soon—maybe even shoot toward $100 if things get wild, especially with persistent deficits, central banks diversifying, and global money flows shifting. Big catalysts? Faster adoption of clean energy and more AI-powered electronics. Risks to watch out for include a cooling economy that slows industrial demand, a bounce-back for the U.S. dollar, or a surprise fix for supply constraints. If you’re tracking silver, keep an eye on quarterly production updates and ETF inflows to catch where things are heading. Right now, all signs point to silver staying strong, making it a super exciting play for anyone looking to add some shine to their portfolio!
AND reported that President Donald Trump on Monday ordered approval of a proposed 211-mile road through wilderness to the Ambler mining district in Northwest Alaska, to support mining of copper, cobalt, gold and other minerals.
The long-debated Ambler Road project was approved in the first Trump administration but was later blocked by the Biden administration after an analysis determined the project would threaten caribou and other wildlife and harm Alaska Native tribes that rely on hunting and fishing. The gravel road and mining project “is something that should’ve been long operating and making billions of dollars for our country and supplying a lot of energy and minerals,” Trump said at an Oval Office ceremony. Former President Joe Biden “undid it and wasted a lot of time and a lot of money, a lot of effort. And now we’re starting again. And this time we have plenty of time to get it done,” Trump added.  Alaska’s all-Republican congressional delegation welcomed the announcement in a joint statement. “This appeal is great news for Alaska, for jobs for our workers, for America
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