opinion

Can silver stay above $100? The real answer

Kitco Media
By CPM Group
Published:
Updated:
Kitco Commentaries
Opinions, Ideas and Markets Talk

Featuring views and opinions written by market professionals, not staff journalists.

Can silver stay above $100? The real answer teaser image

In this presentation, Jeffrey Christian of CPM Group introduces Part 1 of the Silver Facts and Fantasies online seminar, addressing many of the questions investors have about silver prices, market fundamentals, and the narratives that frequently circulate in the precious metals market.

The discussion begins with an overview of CPM Group’s work in the silver market and the methodologies used to evaluate prices. Jeff explains how CPM Group combines macroeconomic analysis with detailed fundamental research on mine production, secondary recovery, fabrication demand, investment demand, inventories, and broader market developments.

Jeff discusses key distinctions between facts and narratives in the silver market. He addresses the commonly discussed idea of $100 silver, explaining how commodity market fundamentals respond to higher prices through increased supply, recycling, profit taking, and changes in demand. The segment also discusses the role of investment demand and financial sentiment in shaping prices, highlighting why silver behaves both as an industrial commodity and as a financial asset held by investors around the world.

Kitco Media

CPM Group

CPM Group is a commodities research, consulting, financialadvisory and commodities management firm providing independent research,analysis and advisory services related to commodities markets, corporate andproject finance, and the financial management of exposure to commodity orientedinvestments.

We started our business in 1986 predicated on the idea that commoditiesresearch and advice is best delivered by independent experts who do not work forbanks, brokers, mining companies, or any other entity that has interests thatcould conflict with the best interests of the clients receiving the research,analysis, and advice.

All of our work is driven by fundamental commodities research and economicanalysis. As we undertake our research into individual commodities markets wegather a tremendous amount of information and develop an enormous body ofextremely high quality, unbiased analysis of the markets and the companies thatare involved with individual commodities. The outputs of our research andanalysis take the form of research reports, specialized and targeted consultingrelated to these markets, financial advisory services ranging from corporate andproject finance structuring to equity introductions, and managing specificcommodities and investment positions for clients.

CPM Group continues to demonstrate the economic value and financial worth ofsuperior research, information, and analysis. Our research is based onmicro-economic analysis of the individual components of each commodity market,wedded with a top-down macro-economic analysis of the global trends affectingthese markets. We apply the results of that analysis to our research,consulting, and advisory services.

Mdi Earth Logo

Tags:

goldsilverJeffrey Christian
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.