➡ When geopolitical panic hits, people often turn to gold as a safe investment. However, when gold becomes too expensive, silver becomes the next best option. This article suggests that if a conflict arises, the U.S., which heavily relies on China for manufacturing and resources, could face an industrial shutdown. This would cause a surge in demand for silver, which is central to manufacturing, electronics, energy, and infrastructure, potentially leading to a shortage.

➡ Governments are buying gold, pushing its price up, while silver is becoming scarce, causing its price to rise as well. The U.S. plans to reindustrialize, likely using robots and automation, which could increase demand for silver. However, the supply of silver is dwindling, which could lead to a price explosion. This situation is causing a frenzy among investors, who are buying silver out of fear of missing out, further driving up the price.

➡ The article discusses the increasing demand for silver due to its use in various industries like solar panels, electric vehicles, and high-tech devices. It also mentions the limited supply of silver, which is causing a shortage. The article suggests that the price of silver could rise significantly due to these factors, and also discusses the potential of platinum and palladium as alternatives. It ends by predicting a major correction in the gold-silver ratio, which could lead to a significant increase in the value of silver.

➡ Clem Chambers has started a YouTube channel, Clem James Alpha, where he shares his thoughts and predictions about the stock market and cryptocurrency. He has a good track record with his predictions over the past 25 years. He also warns that if global trade halts and the demand for physical silver exceeds supply, the price of silver could skyrocket to $400. However, he emphasizes that his content is not financial advice, but rather a resource for personal research.

They make 3200 tons of gold. They make 25,000 tons of silver. That’s only eight times as much gold. Silver ratio is not 8 to 1. It’s 80 to 1. What else do you need to know? You’re watching Silver News Daily. Subscribe for more. They’re lying to your face and almost nobody’s noticing. The world mines just eight times more silver than gold each year. That’s it. Yet the market says gold is worth 80 times more. Eight. Zero, not eight. That’s not a price discrepancy, that’s a nuclear bomb ticking under the surface of the silver market. Clem Chambers has called it out for what it a manipulated lie propped up by financial institutions and blindly accepted by retail investors.

But the truth is breaking through. As the US and China march toward a catastrophic hot war, governments are panic buying gold to brace for impact. And when that wall of money turns to silver, which it must, the entire system could implode. Think about it. The US can’t build ships without China. It can’t make microchips without China. Even nails, actual nails, depend on Chinese supply chains. In a world on the brink of geopolitical rupture, where hard assets become survival tools, silver’s current price isn’t just wrong, it’s criminally absurd. And when the dam breaks, $400 silver won’t be a shock.

It’ll be the only logical outcome. By now. That’s the answer. Now is a setup which we haven’t had. I mean, it’s the. I mean, remember all those years ago before Trump was elected, the first time round Audi was talking about was China, China, China. That was his big beef, big idea that America was being surpassed by China. Well, here we are 10 years later, almost. And China’s gone on 10 years since those days. And it’s still the big issue for Trump and his group and in their mind, for America. Because America is used to and likes to be and currently just about is the global superpower, the one and only global superpower.

A unipolar world with one superpower in it. Well, probably not unipolar anymore. It’s two superpowers. And you know, China has come a long way since then. And so there’s this stress because if you believe that America should be always, forever amen and blessed by God, the superpower and telling everybody what to do, you’re going to get in a conflict with China. And the conflict with China is very, very, very, very serious. I mean, it’s beyond serious. It’s as bad and potentially worse than the situation that was with the USSR before the war came down, that cold war which had the atomic clock at five minutes to midnight.

Well, we’re going to be back there and this time it’s going to be with China. Now when we had the original cold war, Europe didn’t get anything from Russia. No, I mean caviar, maybe the occasional really nice camera. And what else? That was it. Well now America gets pretty much all its stuff, or rather it can’t make any stuff without getting stuff from China. I mean I, I did in my, in my last rant I talked about 10 inch nails at random. I just picked out, you know, Does America make 10 inch nails anymore? Well, the answer is there’s about four companies that make 10 inch nails and actually they import the bits that they make into nails from China.

But let’s just say they made that themselves. Four small companies make nails, but the bulk of all the nails come out of Malaysia, out of Vietnam and out of China. So you’re looking at a country that can barely make 10 inch nails anymore, can’t make light bulbs anymore without inputs from China. What can America make without inputs from China? So if increasingly your industrial might depends on it being done by someone else, well that’s fine if you don’t mind that. But what happens if you want to tell those people, let’s start with the math they don’t want you to do.

Every year the world pulls about 3,000 metric tons of gold out of the ground silver. Roughly 25,000 metric tons. That’s just over eight times as much silver. So why is gold trading for 80 times the price of silver? That’s not a natural market function. That’s financial engineering at its most brazen. For decades, investors have blindly accepted the gold silver ratio as some immutable truth, never questioning why a metal with explosive industrial demand, structural supply deficits and essential use cases is priced like a forgotten relic. This ratio isn’t just historically inaccurate, it’s dangerously misleading. In ancient times, the gold silver ratio hovered between 12.

1 and 16. 1. Even in recent decades it has swung wildly from 30 to 1 during silver bull markets to 90 to 1 during suppression phases. Today sitting near 80 to 1. It’s screaming undervaluation. What this tells us is simple Silver has been artificially held down, ignored by the mainstream and overlooked by institutions too focused on gold. But markets have a way of correcting imbalances. And when they do, they don’t tiptoe, they snap back violently. Silver doesn’t move gently. It’s slingshots and every metric today suggests that slingshot is being pulled tighter than ever. No, no, no.

If you want to contain them. And they quite rightly refused to be contained. And now they’re making cars better than American cars at a fraction of the price of American cars. Did you know America has banned Chinese cars? Did you know that? Ban them? No, no. Can’t import them. No, no, no, no, no. Banned. Well, you can guess why. Because they’re even better than European cars. And the whole of the American car industry will collapse if Chinese cars are allowed to be flooded into the market. Well, that’s a trade war conflict. Well, how far away is that from going down from the tertiary level or the secondary level of manufacturing and services into primary I land.

How far away is that cold war? From a warm war? From a hot war. Yeah. Why now? Well, now is because we’ve got a China America conflict. It’s a conflict and you don’t have to read much between the lines to see that it’s a pretty serious conflict. And they are butting heads. And the whole market now is about this conflict. Two things actually. Well, two things. This conflict, which is why the precious metals are going through the roof. And what other things connected to that are going through the roof? Like mountain pass, like intel. Yeah. And two, artificial intelligence.

Because hopefully that the war. Sorry, let’s forget that word for a minute. The conflict. And it won’t just be between America and China, but let’s just keep it to America. And China will be fool over who’s got the smartest AI because there is no second place in AI. If you’re smarter than the opposition, then you’re going to win. And if you’re significantly smarter, we’re going to outwit them, aren’t you? And you outwit them and they don’t even know that you’ve outwitted them because you’ve outwitted them, haven’t you? So the future conflict hopefully will go up a notch from manufacturing into tertiary and quaternary economic activity, which will be AI if it goes downhill into secondary, basic, secondary and primary.

Oh dear, oh dear, oh dear, oh dear. And that’s why your gold is going through the roof, because everybody’s going oh no, oh no, this, oh, this would get really bad. And gold is the currency of international conflict. Governments tracks transep. Say that again. Governments transact in gold because ultimately, you know, imf, SDR rights and all that paper is worthless if it really gets bad and people take payment in precious metals and the precious metal, the Precious metal of choice is gold, and that’s why it’s going vertical. And it is going vertical. It’s just a question of how long is this going to go vertical for.

Not that it’s going to continue. Just before we get going, we just launched the official Silver News Daily Telegram. To kick things off, we’re running a 10 ounce silver giveaway. Yes, real physical silver. Not a voucher, not digital credits, actual bullion. This telegram will be our new home for real time silver discussions, market insights, collection picks and everything. Precious metals. It’s where the community truly comes alive. Here’s how to enter the 10 ounce silver giveaway. Be subscribed to Silver News Daily on YouTube, turn on the notification bell, comment 10 ounce giveaway on three separate videos, be an active member of the telegram group and say hi.

Once we hit 500 active Telegram members, we’ll pick one lucky winner to receive 10 ounces of silver shipped directly to you. So get in early, stay active. So why is the gold price soaring while silver lags behind? Because governments aren’t just buying, they’re hoarding. Behind closed doors, nations are panic buying gold as if bracing for war. Because in many ways, they are. China has been dumping U.S. treasuries and ramping up its gold reserves for years, preparing for a seismic shift in global power. And now, with tensions between the US And China boiling over, that accumulation has gone into overdrive.

But here’s where it gets sinister. Gold isn’t just a hedge anymore. It’s an exit strategy. When central banks hoard gold, they’re not betting on inflation. They’re betting against the system, against the dollar, against stability. Silver, on the other hand, has always been treated like gold’s impulsive little brother until the storm hits. Because when that geopolitical panic trickles down to the masses, the institutions will already be full of gold. Retail investors priced out of gold will turn to the next best store of value, silver. But unlike gold, silver doesn’t have the liquidity to absorb that kind of rush.

And that’s when the fire starts. It’s not just about price anymore, it’s about access. When governments buy gold, they’re signaling a breakdown in trust. And when the people follow suit, silver becomes the fuse. Well, I hope so. I mean, I don’t want to move to Chile, but at a certain point, it’s going to be a choice between holding gold and going to Chile and holding gold, because it can’t keep going up like this unless something really, really bad is going to happen. Really bad. And it’s not just say the dollar losing half its value, which is not going to.

I mean, gold is for war. And remember when I came on your show first time around and I said, gold is for war. And you looked at me and went, oh, yeah, well, yeah, what, you know, inflation, you know, the death of the dollar, all that old stuff. And I’m going, no, no, forget that. That’s not going to happen. It. Gold is for war. Gold is what governments buy when they’re preparing for the eventuality of conflict. And they’re all doing it. And China in particular, funnily enough. Poland, funny enough. Yeah. In fact, probably it’s only America that isn’t buying gold and it should be.

And you know, Britain, Britain should be buying gold and it isn’t because, you know, they haven’t woken up to it yet. They don’t get it yet. They, they’re not seeing what’s coming, otherwise they’ll be buying gold. Poland sees what’s coming because they’ve got reason to be on edge and, you know, walk on eggshells about their situation. So is China, because China is quite happy to carry on going along the line. It’s going along because ultimately it becomes a superpower. Well, it is almost a superpower now. And as long as the world leaves it alone to make all this stuff for it and continue to grind out its industrial base like it’s been doing for the best part, 40 years now, you know, it’s happy to do that because it ends up the leading superpower, because it’s the workshop of the world.

Now, if you look at history, in conflicts, it’s the workshop of the world that wins. Britain in the old days, America in the old days. Well, who’s the workshop of the world now? China. Is it getting any less the workshop of the world? No, it’s not. What is America trying to do? Re Industrialize. Why? Because if you’re not the workshop of the world, you will not win a conflict. And this is 1A coming, you’re going to lose. So you have to be able to make ships. Oh, if you park a Chinese ship in an American pool full of containers, the biggest container ship, they will bill you, I believe, roughly speaking, 7 million bucks just for parking, to unload.

Now here’s the part nobody wants to admit. America can’t function without China. That’s not a talking point. That’s a cold industrial reality. From microchips to magnets, from heavy machinery to the most basic building components, the US is hopelessly dependent on its greatest rival. You want ships China makes the engines you want nails, China produces the steel you want. Semiconductors, China controls the rare earths. This is the foundation of the modern American economy. Outsourced, offshored, and now weaponized. If war breaks out, this isn’t just a military conflict, it’s an industrial shutdown. The US doesn’t have the capacity to suddenly replace China’s supply chains.

Not in months, not in years. And that’s where silver becomes the shock absorber. Because while the public debate sanctions and naval drills, the real panic will be in the commodities market. Silver is at the center of everything manufacturing, electronics, energy, infrastructure. When supply lines choke and trust evaporates, silver demand won’t just rise, it’ll detonate. Investors won’t be asking how high the price can go, they’ll be asking if they can even get it. Why? Because a Chinese ship that has to pay 7 million every time it lands its containers might spark people coming to America and saying, hey, make us a ship, will you? That this 7 million pound a pot, we don’t like that.

That means we have to put up our costs to our. The people that we’re shipping containers for. And that’s not good. So we’ll have one from you, can we? So what does China do? China says, hey, you put that tax on our ship so you can build your own. We’ll put tax on your ships too. Well, you know, why does America want to be able to make ships? Asked us on a postcard. Yeah, because that was one of the things it did in the Second World War that made the difference. Lots and lots and lots and lots of ships.

Liberty ships. There we are, the name’s in your title. You can’t make liberty ships anymore. Doesn’t have that capacity. That infrastructure is gone. Like all the things they put big terrorists on, like steel. What do you need steel for? Us on a postcard? Tanks, Aluminum. Aeroplanes. Yeah, and if the list goes on and on and on. Intel, huh? Can’t make chips. Where do we make chips? We make them in Taiwan. Oh, that’s not good news, is it? Where else? China. Oh. Oh, that’s not good. How about in America? Intel and Intel. Yeah, but everyone hates intel.

Yeah, but they’re the only one with fabs. How long does it take us to build some more? O. Three to five years. Ah. Ring up intel and say hello. Yeah. What about our rockets? Oh, they need rare earth, sir. Well, how rare is it? Well, not very rare. It all comes from China. Ah, okay. How much can we stockpile? Well, none, sir. They won’t Sell us it to us anymore. And if, if we, if they will, they won’t sell us enough to stockpile. Ah, so it really is rare earth then. Yeah. And, and, and, and what do we use it for? Well, all our military stuff.

Oh, so we can’t make military stuff. No. Without rare earth? No. Oh, well, ring up the Pentagon and tell them to buy. The only people that make rare earth in America called Mountain Pass. Do it and do it now. That’s all, that’s all that’s in the news. Right. It’s all about re industrialization and rearmament effectively. Now I, I, a long time ago I said, look, as soon as, can’t remember his name, I can’t pronounce. I’m not gonna even try. The, the head of the Department of War used to be Defense, but now it’s war. You want a hint? Anyway, when he went to Europe and said, you guys have got to sort out Putin, all the military companies, all the armament manufacturers, all the defense stocks in America.

Not America, sorry. In Europe and in the UK they all went vertical. Guess what happened to the American defense stocks? Nothing. So I said, watch out for those boys because when you start to see them go, you know, that will tell you something. Guess what Lockheed Martin’s chart looks like now and the signs are already flashing red. The silver market isn’t just tight, it’s seizing up. For the first time in years, we’re seeing sustained backwardation in silver futures. That means the spot price, the price to get silver right now, is higher than the price for future delivery.

It’s the ultimate signal that physical supply is evaporating while immediate demand is exploding. This isn’t just rare, it’s historic. In, in healthy markets, futures prices are higher than spot to account for storage and time. But in backwardation, that logic collapses. It tells us buyers don’t care about later, they need the metal now. Whether it’s industrial users desperate to keep factories running or investors scrambling for hard assets, the message is the silver is disappearing from the market. And while the price creeps upward, the availability is crashing downward. This kind of action doesn’t last forever. It breaks. And when it does, the move isn’t gradual, it’s vertical.

Well, it is, but nothing like all the governments in the world stacking gold. I mean, in the old days it’d be retail stacking gold because there’s always a contingent of people that love gold and silver. There’s always a contingent of, you know, it’s the end of the world brigade that wants to have a, you Know, a nice bucket of gold to fall back on and there’s, there’s a audience for gold. And Wall street used to plague that audience like a fiddle because he couldn’t actually manufacture gold without digging any up because he can do paper gold and has done paper gold for a long, long time.

So he can manipulate the market by, you know, squeezing and opening the gold supply, the, the paper gold supply. And you know, he has over long periods of time suppressed gold. And when he can’t suppress it anymore, gold starts to run. Well actually if you think about it, Wall street cannot suppress governments buying gold. Just can’t, just can’t hold down the gold price when countries are saying, give me another 10 tons, give me another 20 tons. Yeah, ship it on a plane, will you? Can’t, can’t be done. So they have to, they’ve had to get out the way of that game.

Yeah. Of market making with retail. Now it’s, it’s built buying gold for governments that they’re doing and there’s a finite supply and that’s what’s pushing the price. It’s a different customer buying. That’s why gold took off before silver took off. Because silver is retail. Gold is, is, is what I call B to G business to government. When the governments want to buy it, well, it’s going to drive the price. There’s 3,200 tons made every year. And when you’ve got everybody going, oh dear. Didn’t like that press release coming out of America. Yeah, good to. I think we need a few more tons of gold.

And it’s India and it’s Pakistan and it’s Saudi Arabia and it’s Dubai and it’s Poland and it’s France and it’s Germany. There’s 100 countries out there and if any of them got any sense, they’d be stacking. And I think a lot of them are. And that’s what’s driving the price. Now, going back to our earlier idea. So we’re going to re industrialize America. Okay. They’re going to print money and that will be inflationary. But you’re not looking about at Weimar inflation. You’re looking at 5, 6, 7%, which is a kind of level we’ve kind of got used to over the last few years now.

So who’s going to work in those factories? Now it would be people that the Democrats would quite like to import, but they’ve shut the door on that. So you can’t bring in a couple of million people to pick your apples and work in your sneaker factories because that’s those gates have been shut. That’s probably why the Democrats wanted to let them all in, because they’re seeing this coming too. And, and what’s fueling panic behind the scenes is a brutal truth. There simply isn’t enough silver left in the system. Comex, one of the largest precious metal exchanges in the world, has seen its registered silver inventories collapse by 15% in less than a year.

That’s tens of millions of ounces gone, withdrawn, delivered or outright vanished from the system. We’re now down to just 290 million ounces. And when you factor in global demand across industries and investment, that’s a paper thin cushion. Silver is one of the few markets where the paper contracts outnumber physical supply by staggering multiples. And as those contracts are called in by industrial buyers, by ETFs, by panicked investors, the system can’t deliver. That’s when price suppression turns to price explosion. What we’re watching is a fuse burning through the foundation of the silver market. The metal is being bled out of storage while demand climbs higher every month.

Once comex can’t meet delivery, all trust in the paper market evaporates. And the only thing left standing will be physical silver, if you can even find it. We’ve got to re industrialize and build fractionists and put people in them. Now what the Republicans are doing, or rather what Trump and his group are doing, how they’re thinking is it’s going to be robots and automation. So you’re going to have factories with nobody in it. And there are factories like that in China. And I had a friend, a late friend, who worked in a company that did that for fractures.

He provided fractures that nobody worked in or a few people worked in. And they had vending machines in that when a bit broke, because you have people that maintain the equipment. There’s nobody stuffing things in boxes, the equipment’s doing that. But if things break, you go up to the vending machine and go like you’d get a can of Coke out of the vending machine and out would come your, your figure or your widget and they’d go fix a machine on it. And then the machine of widgets would be replaced by the company. So it was a factory of factories that tooled up the factory.

But the thing that it did that was basically humanless, didn’t have any humans in it. And that’s what they’re thinking is going to be the re industrialization of America. And guess what? So I’ve been thinking oh, it’s an investment opportunity. People that make industrial robots. Search, search, search. Oh, there’s the biggest company or the biggest company. One of the big companies is called a B. Swiss company. Okay, so I’m going, I need to buy stock in that company. Yeah, yeah, yeah. Ah, someone just bought it. Someone bought this company last week. Guess who bought it? Not Elon Musk, but the next, next best thing.

SoftBank bought it. SoftBank bought an industrial robot company. The. The biggest. The one. The biggest. And there’s. And Mr. Son stood next to Donald Trump saying, yes, sir, yes sir. AI we’re going to give you 100 billion to build. AI sir. Oh, what? You didn’t hear him say, oh, by the way, we’re going to buy the biggest industrial robot company as well. Because that will fit in with that, won’t it? So all these things are coming together. Once you said gold is for war, why is gold going up? Because there’s this conflict. What is the conflict is the conflict of America re industrializing? Because if it doesn’t, it cannot keep China from becoming the dominant country.

What does it need to do? Needs to start manufacturing, needs to onshore. You get your tariffs from that. How are you going to put people in those factories? There ain’t nobody going in those factories. You have to have robots. Oh, they’re buying robots. Oh, they’re making AI. Oh, they’re boiling the oceans with AI and. And up goes Lockheed Martin. But while industrial giants quietly stockpile silver to keep their assembly lines alive, something far more chaotic is brewing. In plain sight, retail investors are stampeding into the market. And unlike institutions, they don’t move with caution. They move with emotion, with FOMO, with fear.

When silver broke above $50, it wasn’t just a chart breakout, it was a psychological trigger. Suddenly, the headlines flipped, social media lit up, forums flooded. And the average investor who once ignored silver as boring rushed in with both fists. ETFs saw massive inflows. Bullion dealers reported shortages, Premiums soared, and price volatility went from sharp to savage. Silver doesn’t just go up, it whips, it surges, it crashes. Then it rips higher again. And in this storm, retail energy becomes a feedback loop. The more the price jumps, the more buyers pile in. And because the physical market is so tight, even modest waves of retail buying cause disproportionate price spikes.

What we’re witnessing isn’t just a market rally. It’s a crowd frenzy in a supply starved arena. And the crowd is growing by the hour. See, I like to Buy at the bottom. And I wouldn’t be buying silver now because I would feel like I missed the boat. Okay. And I like to get the boat when it’s in harbor. I don’t like to swim out to it. I don’t like to get my helicopter to land on the deck. I like to get it when it’s sat there and everyone’s saying, that boat ain’t ever going anywhere. That, that’s my shape.

And then when it gets going and I’ve made a load of money, I like to get out and never go back. That, that’s my I. And I’m, I’m not, you know, I’m not the sort of person that sells at 50 and then goes, oh, God’s 55. Should it get in again? Ah, I would never do that. I would go, I made a nice profit, thank you very much and goodbye. And I don’t care what happens next. Well, if it triples, that kind of can be a little bit painful. I did quite well with Rolls Royce. I doubled my money in Rolls Royce and then it went up tenfold.

And you know, you go, but generally I don’t care. I like to buy very cheap and I like to sell out. When it’s somewhere in the middle, I will, I don’t see why it couldn’t go to 100. I will be sweating blood at 7. I’ll be waking up in the middle of the night going, and, and I will probably ease out at those levels. But you know, at the end of the day, it’s all about, you know, it’s not about AI, it’s about ns. And NS stands for natural stupidity. And there’s a fairly large amount of it out there at the moment.

And gold can go to $10,000 an ounce if there’s enough natural stupidity. And silver can go to $100 an ounce, $200 an ounce, $400 an ounce if there’s enough natural stupidity. And there’s a lot of it out there. So when it gets to 70, I’ll be just looking at what’s coming out of various places and, and, and going, oh, oh, oh. Did they really say that? Oh, no. Oh, it’s going up. It’s like, I don’t. I wrote an article about, oh, about nine months ago now, maybe even a year ago, and I said, gold is broken out.

It’s going to go to three and a half thousand. And I mean, it could go more, but let’s hope it doesn’t go more because that’s really bad news. And now it’s socially 4,000. And I wrote an article later that said, oh, the chart’s looking at 5,000 now. And I don’t like that one bit. I mean, you know, what’s the point of having good stocks if someone’s going to drop a bomb on them? I mean, it’s just really not good news. And of course now it looks relatively obvious it’s going to go to 5,000. But remember all these markets, when they bubble, they go up like a rocket and down like a rock.

And, and you know, I, I, I, yes, I, I’m beautifully positioned. And the, the thing is, what I will probably do if gold hit 5,000, if silver was at 75 or 80 an ounce, I would probably halve my positions and I’d probably roll them into platinum and palladium because platinum and palladium are sufficiently heavy, sufficiently vital. And if you go gold is 3200 tons a year, silver only 25,000 tons a year, platinum 200 tons, palladium 200 tons. And if you think the supply side is tight, just look at the demand story. It’s relentless. Industrial demand for silver has hit record breaking levels and it’s only accelerating.

In 2024 alone, the world burned through over 650 million ounces, nearly half of total global supply, just to power the things we now consider essential. Solar panels, electric vehicles, data centers, 5G towers, they all rely on silver and not just in trace amounts. In the solar industry alone, silver demand jumped 15% last year with projections showing another 20% increase as governments double down on green energy transitions. And here’s the kicker. There’s no substitute. You can’t just swap out silver for copper or aluminum. When it comes to conductivity in high performance tech, it’s silver or it doesn’t work.

Add in electric vehicles, where every car demands more silver for batteries, sensors and circuitry. And now sprinkle on top the explosive growth in AI and semiconductors. And what you have is a metal being pulled in every direction at once. This isn’t theoretical demand, this is structural locked in and accelerating. Silver isn’t just a monetary metal anymore. It’s the bloodstream of the modern world. And that bloodstream is running dry. And it’s, and I was, I was raving like I think on your show when it was eight and nine hundred an ounce, not fourteen and sixteen hundred dollars an ounce, but palladium was, I think three.

I, I’m not looking at a chart. So this is coming out of my little pudding, brank. Palladium was $3,200 an ounce. Only three or four years ago, palladium and platinum used to be one to one with gold. And if you wind back into the 70s, at certain times it was two to one to gold. So platinum was twice the price of gold. That’s $10,000 an ounce right now, or 8,000, whatever, 9,000, who cares? You know, and they only make 200. And they’re also metals that can operate like gold. Because the reason gold is, is international currency is that you can ship it in high value and it’s a given and it’s a known and it’s impurity and it can be checked and you can put, you know, a hundred million dollars a ton.

Yeah. And a ton’s about that big. Yeah. So you can ship a billion in a truck. Yeah. And that makes it very convenient to transact in. If you wind back. Let me take you back 500 years. Okay. 500 years ago you’d be having your wealth. Let’s just say you had a bit of money. Yeah. You’d have gold and it would be in a chest. And in that chest there’d be another chest and you, and you’d unlock that and you’d put your gold in that and you’d lock it and then you’ve got the chest and level your valuables in like linen and all that stuff in the other chest.

Or you’d have it in a, in a pot and you bury it somewhere in your foundation because you know where it is. And if it ever burned down, you knew where it is. And if you ever had to run away and they knocked your house down, you could come back and find it gate. So it was in a cash, not cash C A S H but C A C H E. It was in a cash and it was capital. It was maybe for the biggest of transactions, but it’s wealth for, you know, things like war, getting government money or rich man’s money, buying houses, land, that sort of transaction.

Now if you was going to go and buy a horse, you’d buy in silver. So normal everyday big transactions was in silver. So your hundred dollar bills are silver coins. And then you’ve got copper, little copper coins. And I, I’ve actually, I had what. Here we are. This is a little, this is one of the French financial innovations from the 15th century. That is a little copper coin. And the pedals weren’t allowed them only in France, as France was sophisticated. And they’re allowed to have money, goodness gracious, small money, pocket money. And you put it in your pocket.

And of course it falls out and that’s why people like me find it in the ground. And that was for buying a pint of beer or a chicken or eggs. Right, so for everyday small transactions, copper. For everyday big transactions, silver. And for wealth and big, proper grown up transactions, gold. Yeah, and today is still the case. But of course, if you’ve got a metal of equivalent density like platinum, like palladium, that’s absolutely vital to what you do, it can also operate as gold, so there’s no reason why it shouldn’t have this. It can have the same use case as gold and therefore.

But they only make 200 tons of it, so there’s no reason it can’t be one to one with gold. But behind the frenzy, there’s a darker force at work. Years of deliberate suppression that’s pushed silver into a corner. And now that corner is collapsing. For over a decade, large financial institutions have built massive short positions in the silver market, flooding it with paper contracts to keep the price artificially low. These aren’t conspiracy theories, they’re public record. Banks like JP Morgan have been fined for manipulating metals markets, and yet the game continued because the system allowed it.

But here’s the Paper contracts only work when no one demands physical metal. Now they are. And the institutions are trapped. Every time the price rises, their short positions bleed losses. Every time the public demands delivery, the vaults shrink. And when they try to cover, they drive the price even higher, triggering the very panic they hoped to avoid. It’s a death spiral. They built a dam of paper silver and now a tidal wave of real demand is smashing through it. The suppression machine is breaking down. And when it finally snaps, silver won’t just reprice, it’ll detonate one, right? It’s a third.

You get three ounces of platinum and palladium, roughly for an ounce of gold. I mean, you get more than two anyway. And the American Mint actually makes them, they make platinum eagles. I’ve got a platinum eagle somewhere. I just thought, oh, that’s nice, I love that. And it’s a nice thing. So it, it’s nicely stackable like, like, like a gold eagle. And it’s really on. Now the other thing about platinum, I’ve said this to a few people and it’s one of those things that you, every time I say I want to go away and check it, like I only make 200 tons of it.

Obviously America has sanctioned Russia up to the ears, right, for all the terrible things going on in Ukraine. So, you know, oil, caviar, anything. Yeah, Wooden dolls and wood. Anything coming out of Russia is sanctioned, apart from one of the things that isn’t sanctioned, and that’s not many things, is platinum and palladium, because Russia, South Africa and America are the only three places they make it. And America can’t do without it. Can’t do without it. So they’re prepared to let that come into the global market without sanctions. So that’s, you know, what else do you need to know? And here’s where it all converges.

Silver isn’t just catching up to gold, it’s preparing to leave it in the dust. Throughout history, silver has lagged behind gold during uncertainty, only to violently overtake it when the real panic begins. In 1980, silver exploded from under $6 to nearly $50 in months, outpacing gold’s gains by a mile. In 2011, the same pattern repeated and today the setup is even more extreme. Gold is pushing all time highs, governments are hoarding and silver is still being treated like an afterthought. But every force we’ve discussed, the supply crunch, the industrial surge, the investor stampede, the collapsing comex inventories, the breakdown of suppression, it’s all pointing to one, a blowout correction in the gold silver ratio.

When that happens, silver won’t just catch up, it’ll overshoot. If gold is worth over $4,000 an ounce and the true mining ratio is 8 to 1, then $400 silver isn’t a moonshot, it’s a baseline. The longer this imbalance is ignored, the more violent the correction will be. Silver’s reversion isn’t a question of asterisk if it’s a countdown. Well, I’ve just started a YouTube channel, you know, inspired by channels like yours. Elijah, is it? I, I get a lot of fun from ranting on like this and people seem to enjoy it. So my YouTube is Clem Chambers.

You just search Clem James, it’ll pop up and Clem James Alpha is the official name of, of the YouTube channel and people seem to be enjoying it, lapping it up. And a new FN is, is a stock market information. So currently it’s only, only I say but it’s got UK prices and UK tools. But coming soon will be the American markets and there’ll be a good old crypto will be on there as well. So it’s, and you can talk to me there because I’ve, I’ve got a section where you can just have, you know, have a chat and so that’s an informational site, they can find me and they can read my regular pieces on Forbes going back like, like almost 30 years.

So you can actually, if you can do your googling, you can actually see me making predictions that did come true and I haven’t got it wrong very often in those 25 years, remarkably so. So I’m a very lucky man when it comes to my predictions. And if you know, at the end of the day what I say is not advice, it’s raw material for your own research. And you know, if you can find somebody that makes predictions that like I have with you on this channel come very right, you’ll hear me talk about intel months ago before it exploded and I was writing about it on form in January before it all went mad.

And the reason it went mad now was exactly the reasons I put forward back then. So, you know, you can benchmark me and go, he’s a very lucky man when he comes to his predictions. I might take some notice or I might put that in my stack of ideas to, you know, grind away on. And you know, that’s what I enjoy throwing out ideas for people to think about to, to grind on to see if it can help them in their investment strategies. So what happens when the countdown hits zero? Silver doesn’t just rise, it erupts.

If a US China war ignites, if global trade halts, and if the paper silver dam finally bursts, the rush into physical metal will be unprecedented. In that moment, the suppressed 80 to 1 lie unravels in real time. There won’t be any more cheap ounces left. There won’t be any more delays, only a scramble by governments, by industries, by investors, all chasing the same vanishing resource. And in that scramble, $400 silver becomes not a prophecy, but a reality. Because when trust breaks, when supply disappears, and when panic takes hold, silver becomes more than a metal, it becomes survival.

So if you see the storm coming, prepare accordingly. Make sure you’re subscribed to stay ahead of the reset. And remember, this is not financial advice. Always speak to a qualified professional before making any financial decisions.
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