GATA

Silver will soon face selling pressure from the rebalancing of this index

Section: Daily Dispatches

Or will investment houses and sovereigns buy the futures contracts being dumped, convert them to "exchange for physicals," and take delivery of real metal?

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By Andrew Bary
Barron's, New York
via MSN News, Redmond, Washington
Saturday, January 3, 2026

The run-up in silver prices could face a near-term test from selling driven by the rebalancing of the Bloomberg Commodity Index.

Craig Hemke: With or without official revaluation, gold should keep rising in 2026

Section: Daily Dispatches

11:07a ET Wednesday, January 7, 2026

Dear Friend of GATA and Gold:

The possibility that the U.S. government will revalue its gold reserves substantially higher figures heavily in the 2026 monetary metals market outlook published today by Craig Hemke of the TF Metals Report. But even without revaluation, Hemke writes, there are reasons to expect the metals to continue rising.

Hemke's analysis is headlined "Scott Would Like to Say Something About it -- A 2026 Macrocast" and it can be found at the TF Metals Report here:

Bullion Star: Silver market begins 2026 in a structural breakdown 

Section: Daily Dispatches

From Bullion Star, Singapore
Monday, January 5, 2026

As we step into 2026, the silver market is capturing global attention like never before. After surging more than 150% in 2025, prices are hovering around US$73 per ounce in early January. What investors are now witnessing is not a typical cyclical rally, but what increasingly resembles a fundamental repricing of silver as both an industrial necessity and a monetary metal.

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1-kilogram LBMA gold bars begin trading on Lagos exchange

Section: Daily Dispatches

Kian Smith to List Over 21 Billion Naira Worth Of Gold Bars On Lagos Commodities and Future Exchange

By Joshua Bassey
Business Day, Lagos, Nigeria
Tuesday, January 6, 2026

Kian Smith FZE is set to list and trade over 21 billion naira worth of 1-kilogram LBMA hold bars on the floor of Lagos Commodities and Futures Exchange.

Adam Sharp: Silver miners have begun to print money

Section: Daily Dispatches

By Adam Sharp
Daily Reckoning, Baltimore
Tuesday, January 6, 2026

Precious metal miners have done very well over the past year.

But today I’m going to show why silver miners in particular have much further to run based on current metal prices (hint: it involves a 10x increase in profits).

In 2025, gold rose about 70%. Silver jumped an impressive 130%.

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Jamie McGeever: Trump's Venezuela oil grab renews 'petrodollar' issue

Section: Daily Dispatches

By Jamie McGeever
Reuters
Tuesday, January 6, 2026

There were likely many motives behind America's capture and arrest of Venezuelan President Nicolas Maduro on Saturday, but one little-discussed factor could be the White House's concerns about the waning global prominence of the "petrodollar."

Venezuela's oil output is currently modest at barely 1 million barrels per day, but its reported reserves of around 300 billion barrels -- 17% of the global stock -- are the world's largest.

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