"Gold's meteoric rise in 2025, with prices soaring to a record $4,200 an ounce, has dominated headlines, often eclipsing silver's own remarkable performance. Yet silver is having a standout year , with prices climbing above $52 an ounce, outpacing even the S&P 500 's stellar returns this year. This surge suggests silver's upward trajectory isn't over - some analysts see a realistic path to $100 per ounce. A potential silver squeeze may be fueling this momentum, characterized by skyrocketing borrowing costs and a tightening market."
"Lease rates for silver have spiked to over 100% on an annualized basis, with one-month rates hitting 35%, indicating a severe shortage of physical metal. Investors are scrambling to secure supply, with cargo flights moving millions of ounces between markets, highlighting a disconnect between paper prices and physical availability. The squeeze is intensifying as industrial demand - particularly from solar and tech sectors - collides with dwindling inventories, while short sellers face mounting pressure to cover positions, further driving up costs and prices."
Gold reached a record $4,200 an ounce in 2025 while silver climbed above $52 an ounce, outperforming the S&P 500. Some analysts see a realistic path for silver to reach $100 per ounce as borrowing costs and market tightness intensify. Lease rates have exceeded 100% annualized and one-month rates hit 35%, signaling a severe physical shortage. Cargo flights are moving millions of ounces between markets as investors seek supply, revealing a disconnect between paper prices and physical availability. Industrial demand from solar and tech sectors is straining inventories and pressuring short sellers. Streaming and royalty firms with secured delivery agreements stand to benefit.
Read at 24/7 Wall St.
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