Commodities Report: Silver futures | 2026-03-11 12:00 UTC [XRHD] | Bullish | unstable

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1. https://www.altenergymag.com/news/2026/03/10/jewellok-sets-new-standards-for-solar-efficiency-with-high-purity-cds-and-cdm-chemical-delivery-solutions-for-the-photovoltaic-industry/46878 - * Jewellok expands its Chemical Delivery Systems (CDS) and Chemical Dilution Modules (CDM) tailored for the photovoltaic industry, improving solar cell production. * The solutions support high-efficiency solar technologies by ensuring precise chemical delivery and reducing contamination. * Features include safety measures such as leak detection and automated protocols, cutting manufacturing interruptions by 25-30%. * The deployment of these systems aims to lower the levelised cost of energy (LCOE) for solar power. * The company enhances renewable energy infrastructure through its UHP standards and material purity focus.
2. https://economictimes.indiatimes.com/news/international/us/why-is-gold-price-rising-by-1-9-and-silver-by-2-7-and-will-gold-touch-5500-and-silver-reach-100-soon-precious-metals-rise-analysts-insights-and-market-outlook-explained-heres-what-should-investors-do-now/articleshow/129412228.cms - * Gold increased by 1.9% to about $5,231.79 per ounce; silver rose by 2.7% to $89.39 per ounce.* * Price movements driven by a weaker dollar index, falling oil prices, and inflation expectations.* * Market participants await US inflation data and Federal Reserve interest rate decisions.* * Geopolitical tensions and regional price differences influence precious metals trading.* * Analysts assess the potential for gold to reach $5,500 and silver to approach $100 based on economic, geopolitical, and currency trends.
3. https://bitrss.com/fed-s-interest-rate-decision-meeting-is-approaching-what-decision-will-be-made-here-are-the-latest-predictions-191756 - • Market investors anticipate the Fed will hold interest rates at its March meeting, with a 99% expectation. • The likelihood of a rate cut or increase of 25 to 50 basis points is below 1%. • Rising energy prices, particularly oil surpassing $100, complicate inflation outlook. • Economic growth signals and employment concerns may pressure the Fed towards rate cuts. • High energy costs and labour market fragility create conflicting risks for monetary policy.
4. https://www.okaz.com.sa/economy/na/2239470 - * Gold futures for April delivery rise by 2.3% to $5,221.4 per ounce, driven by a weaker dollar and US-China tensions. * Spot gold price increases by 1.35% to $5,206.89 per ounce. * Silver futures for May delivery up by 5.44% to $89.105 per ounce. * US dollar index falls 0.53% to 98.64 points ahead of US consumer price index data. * Market waits for US inflation data to gauge Federal Reserve’s monetary policy outlook.
5. https://www.marketpulse.com/markets/us-dollar-index-dxy-technical-picture-as-inflation-and-geopolitical-uncertainty-loom/ - • The US Dollar Index (DXY) experienced a decline this month, with markets cautious ahead of inflation data releases. • Anticipated US inflation figures remain steady, influencing rate cut expectations. • Federal Reserve's silence during its 'quiet period' leaves market speculation on policy responses to geopolitical and energy cost shocks. • Policymakers are assessing whether recent energy price increases are temporary or signal longer-term inflation risks. • Upcoming CPI and PCE data releases, coupled with geopolitical developments, will influence next week’s monetary policy outlook.
6. https://bitcoinworld.co.in/us-cpi-data-february-fed-policy/ - * February 2025 US Consumer Price Index data indicates persistent inflation, with headline inflation at 3.2% YoY. * Sectoral increases in shelter, transportation, and food costs offset energy price decline. * Markets responded with limited movement in Treasury yields and modest gains in equity markets. * The Federal Reserve faces decisions on interest rates amid steady inflation figures. * Global inflation trends and international central bank policies provide context for US monetary policy.
7. https://readthejoe.com/business/solar-found-new-cheerleaders-in-the-last-place-expected/ - * Solar industry's market value has increased, with the solar ETF ($TAN) up 69% compared to last year. * The US announced a 100GW solar factory plan by Tesla and unblocked projects, signalling renewed support. * US political stance on solar has softened, with former critics now highlighting competition with China. * Despite industry optimism, solar stocks like SolarEdge, Enphase, and Sunrun have remained in the red since late 2022. * Growth driven by AI data centres and geopolitical energy tensions, positioning solar as a key energy source.
8. https://crypto-economy.com/robert-kiyosaki-warns-of-historic-market-crash-tells-investors-to-buy-bitcoin-and-silver/ - * Robert Kiyosaki warns the global financial system may face the largest stock market crash in history, citing rising global debt and private credit expansion. * He connects potential crisis to unresolved issues from the 2008 financial crisis. * Kiyosaki recommends accumulating scarce assets like Bitcoin and silver to protect wealth during monetary instability. * He expresses concerns that the private credit sector could trigger financial instability, affecting pension funds and retirement savings. * Bitcoin trades around $70,126, with steady demand; silver is highlighted as accessible for smaller investors.
9. https://www.armstrongeconomics.com/market-talk/market-talk-march-10-2026/ - * Precious metals, gold increased 1.08%, and silver rose 1.19%, reflecting safe-haven demand.
10. https://kingworldnews.com/update-on-gold-silver-oil-and-the-us-dollar/ - * Oil prices are seen rising above USD 85 due to supply disruptions and regional conflicts in the Persian Gulf. * The US dollar remains in a major downtrend, with brief rallies considered short-lived. * Precious metals, including gold and silver, are surging amid ongoing geopolitical tensions. * Gold advanced towards USD 5,200 and silver trades near USD 90, supported by dollar softening and geopolitical events. * Oil futures nearly hit USD 120 as Middle East conflicts continue, influencing global markets.
11. https://resourceworld.com/brixton-rallies-on-high-grade-ontario-silver-results/?utm_source=rss&utm_medium=rss&utm_campaign=brixton-rallies-on-high-grade-ontario-silver-results - * Brixton Metals announced initial drill results from its Langis Silver Project in Ontario, showing high-grade silver intercepts in 2026 campaign. * Drill holes LM-26-296 and LM-26-301 returned significant silver mineralisation, including very high-grade zones. * The project has previously produced 10.4 million ounces of silver and is now being re-evaluated for expansion. * Approximately 6,226 metres of drilling completed in 2026, with assay results from nine holes reported. * Drilling aims to evaluate high-grade zones and explore new mineralised areas, with work planned to include tailings evaluation and metallurgy.
12. https://menews247.com/geopolitical-escalation-raises-oil-and-inflation-risks-but-equity-outlook-for-2026-remains-intact/ - ['* Geopolitical developments involving Iran have increased market sensitivity to oil prices, inflation, and interest rate expectations.', '* Higher energy prices could prolong elevated inflation, affecting monetary policy assumptions.', '* The long-term equity outlook for 2026 remains positive, but markets are now more influenced by oil, rates, and the US dollar.', '* US markets show resilience amid geopolitical tensions, with a shift towards liquidity and safety assets like the US dollar.', '* A stronger US dollar and oil volatility could challenge emerging markets and influence Federal Reserve policy cautiousness.']
13. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-8750-as-oil-prices-ease-from-highs-202603100116 - * Silver price (XAG/USD) extends gains for the third session, trading around $87.60 during Asian hours. * Oil prices declined after US President Donald Trump announced plans to waive oil sanctions and predicted a resolution to the Iran conflict. * Oil prices previously surged above $100 per barrel, raising inflation concerns and expectations of hawkish Fed policies. * Investors await US inflation reports for clues on monetary policy direction. * Rising interest rates, a stronger USD, and bond yields pressure silver prices; geopolitical tensions offer some support. * Concerns about global economic slowdown due to high energy costs could limit upside potential.
14. https://www.actionforex.com/contributors/technical-analysis/632726-eur-usd-in-turbulence-market-questions-when-conflict-over-iran-will-end/ - * EUR/USD trades around 1.1608 amid market turbulence stemming from Iran conflict developments. * US President Trump indicates progress in Iran military operation, plans to reduce oil sanctions. * Safe-haven demand for the dollar diminishes temporarily, with a focus on upcoming US CPI and PCE inflation data. * Technical analysis shows a consolidation around 1.1588 with an expected upward wave towards 1.1668, followed by a potential downward move to 1.1419. * Market sentiment remains sensitive to geopolitical events and inflation indicators, influencing US monetary policy expectations.
15. https://www.fool.com.au/2026/03/10/silver-surges-to-us88-per-ounce-heres-what-is-driving-the-rally/ - * Silver trading around US$88 per ounce, close to historic highs, with a 170% increase over a year. * The rally is driven by persistent physical supply shortages and an ongoing supply deficit in 2026. * Global demand for silver exceeds mine production, with demand outstripping supply by about 95 million ounces last year. * Industrial demand remains strong in sectors like solar panels, electronics, batteries, and AI infrastructure. * Movements in currency markets, especially a weaker US dollar, contribute to price increases. * Ongoing market tightness and demand-supply imbalances are expected to influence prices through 2026.
16. https://www.zeebiz.com/personal-finance/news-amfi-data-feb-2026-mf-see-rs-25978-crore-inflows-gold-etf-gets-rs-5255-crore-aum-tops-rs-82-lakh-crore-391740 - * Mutual fund industry saw net inflows of Rs 94,530 crore in February 2026, down from Rs 1.56 lakh crore in January. * Gold ETFs recorded net inflows of Rs 5,254.95 crore, a 78% decrease from January. * Silver ETFs inflows declined sharply, with total ETF and passive inflows falling 65.3% month-on-month. * Equity mutual funds saw a marginal increase in inflows to Rs 25,977.91 crore, up 8.1%. * Debt funds' inflows declined to Rs 42,106.31 crore, 43.7% lower than January. * Investor participation grew with folios rising over 27 crore, and SIP contributions steady at Rs 31,002 crore.
17. https://www.fxstreet.com/news/eur-usd-steadies-as-markets-reassess-ecb-and-fed-outlook-amid-oil-surge-202603091548 - * EUR/USD recovers after opening with a bearish gap, trading around 1.1586. * US Dollar Index (DXY) eases from a high, with the pair rebounding from March lows. * Oil price surge due to geopolitical tensions raises inflation concerns, affecting monetary policy expectations. * Markets price in up to two 25-basis-point rate hikes from the ECB, previously expected to remain unchanged. * Expectations for Fed rate cuts are trimmed amid inflation concerns, with signs of stagflation in the US. * US economic data, including upcoming CPI and PCE indices, to influence market direction.
18. https://www.mining.com/gold-price-drifts-lower-on-inflation-concerns-silver-price-rebounds/ - * Gold fell as much as 3% to around $5,015 an ounce, then recovered most losses; silver increased over 2% to above $85 an ounce. * Gold was pressured by a stronger US dollar and fears of higher US interest rates, with geopolitical tensions in the Middle East contributing to inflation worries. * The US Federal Reserve’s interest rate outlook and inflation fears driven by the conflict have influenced precious metals sentiment. * Central banks, including China, continue to buy gold; gold has gained approximately 18% this year. * Analysts suggest market responses depend on the conflict’s duration, with potential gold rally if tensions ease.
19. https://economictimes.indiatimes.com/news/international/us/why-is-gold-price-falling-by-1-5-and-silver-by-0-2-today-and-will-precious-metals-continue-to-drop-or-finally-move-upwards-gold-and-silver-decline-analysts-insights-and-market-outlook-explained-heres-what-should-investors-do-now/articleshow/129352052.cms - * Gold dropped 1.5% and silver 0.2% as the US dollar strengthened and investors anticipated higher interest rates. * Rising oil prices near $120 per barrel due to Middle East conflict increased inflation concerns and energy supply worries. * Investors shifted towards the US dollar, reducing demand for gold and silver, with short-term pressure from rate expectations. * Analysts highlight geopolitical tensions and inflation risks as factors supporting safe-haven demand for gold and silver. * The upcoming US inflation data and Federal Reserve policy meeting will influence future precious metals trends.
20. https://www.whalesbook.com/news/English/commodities/Gold-Silver-Dip-as-Dollar-and-Rates-Trump-Geopolitical-Fears/69ae933d6431e3e2859c92d3 - • Gold and silver prices fell on March 9 due to a rising U.S. dollar and expectations of no immediate Fed rate cuts. • Geopolitical tensions in the Middle East and surging oil prices did not counter macroeconomic pressures. • Dollar strength and higher-for-longer interest rates are impacting gold and silver demand. • Silver's industrial demand offers some resilience despite concern over energy costs and slowing growth. • Long-term outlook remains positive, with forecasted prices and ongoing demand supporting a bullish trend.
21. https://www.eqs-news.com/news/corporate/risen-energys-low-silver-strategy-for-hjt-technology-a-long-term-roadmap/e9b74bb0-ed68-434b-82ce-74d8ae3c5194_en - * Risen Energy revisits its white paper on low-silver metallisation paste for HJT technology, focusing on sustainable growth.* The company evaluates alternative metals, with copper as a primary candidate, due to high conductivity and reserves.* It prioritises low-silver-content paste with compatibility for existing production lines.* Modules using these pastes demonstrate excellent performance after reliability tests, sometimes surpassing pure silver modules.* Risen Energy has reduced silver consumption to 3.9 mg/W in its mass-produced HJT cells, leading in global industry.* The strategy emphasises cost reduction, reliability, and industry-wide sustainability improvements.
22. https://www.thehindu.com/news/national/tamil-nadu/srmist-anabond-enter-into-technology-transfer-agreement-for-next-gen-solar-cell-encapsulators/article70723082.ece - - SRM Institute of Science and Technology (SRMIST) and Anabond Ltd. announce a licensing agreement for a patented polymer encapsulant for next-generation solar cells. - The encapsulant enhances solar panel performance, durability, and efficiency, applicable to Silicon Perovskite Tandem and TOPCon modules. - The agreement includes a ₹1 crore upfront payment and a seven-year royalty plan based on annual turnover. - The product development involves scaling up production, converting liquid into film, and assessing commercial viability. - The collaboration aims to improve solar panel lifespan and reduce electricity costs.
23. https://goldco.com/silver-critical-minerals-list/ - * In November, the US Geological Survey (USGS) added silver to the federal critical minerals list, expanding the list to 60 materials. * The inclusion signals recognition of silver's vital role in national security, infrastructure, and technology. * Global silver production has fallen short of demand for five years, driven by growth in solar, electronics, and high-tech sectors. * China controls approximately 70% of global refined silver supply and has implemented export controls. * The designation allows the US to prioritise domestic investment, tax incentives, and streamlined permitting for silver mining. * Silver's industrial demand is driven by solar panels, semiconductors, and electrification, with properties making substitution difficult. * The policy aims to reduce reliance on foreign-controlled supply chains and support domestic resource development. * Silver markets remain liquid, with substantial reserves and recycling contributing to supply, despite continued deficits.
24. https://blockchainmagazine.net/kinesis-gold-kau-rallies-204-as-gold-backed-crypto-defies-market-weakness/ - * Kinesis Gold (KAU) surged 20.37% in 24 hours, marking a strong single-day performance. * The market cap increased by $66.2 million to $391.3 million, with a trading volume of $264,435. * The surge was driven by renewed safe-haven demand, structural shifts in gold-backed token adoption, and technical factors. * KAU's price rose from a low of $135.69, breaking a 7-day downtrend, but remains below its all-time high of $206.98. * The token's premium over spot gold suggests strong investor interest in its yield features and crypto ecosystem."), "accuracy": "high accuracy, low bias and no paid content
25. https://www.usmoneyreserve.com/news/featured-news/billions-in-withdrawals-pressure-private-credit-funds/ - - Consumers withdrew billions of dollars from private credit funds including Blackstone and Blue Owl Capital, raising concerns over financial stability. - Funds, which depend on pooled money to lend directly to companies, face challenges in meeting withdrawal requests. - Increased retail participation has created tensions between long-term loans and clients' need for quick access. - The situation highlights potential risks in opaque credit markets and could impact broader financial stability. - Analysts suggest safe-haven assets like gold may benefit from such market pressures.
26. https://silverseek.com/article/silver-north-signs-significant-drill-and-geophysical-contracts-2026-silver-exploration - * Silver North Resources signs a two-year drilling contract with Boart Longyear for 2026 and 2027 at Haldane, Yukon. * The company plans to execute 5,000 to 7,000 metres of drilling annually, focusing on expanding the Main Fault target. * Drilling equipment mobilisation is scheduled for March, with drilling expected to start by early June. * Contracts for airborne geophysical surveys at Haldane and Veronica projects aim to refine drill targeting. * Geophysical surveys will collect magnetics and electromagnetic data to improve geological understanding and locate mineralisation structures.
27. https://bitcoinworld.co.in/gold-price-dollar-strength-middle-east/ - * Gold remains trapped below the $5,100 resistance level with support around $5,050 in recent trading.* * The US Dollar Index continues its rally due to Federal Reserve's hawkish stance and US economic strength.* * Geopolitical tensions in the Middle East provide some support for gold but are countered by dollar’s strength.* * Market analysts observe increased safe-haven inflows into the US dollar, challenging gold's safe-haven appeal.* * Future price movements depend on US inflation data and possible shifts in US monetary policy.*
28. https://www.moneyweb.co.za/news-fast-news/global-bond-selloff-deepens-as-oil-jump-stokes-stagflation-fear/ - * Global bond markets declined amid rising oil prices, signalling inflation concerns and slower economic growth. * Yields on US Treasuries and other sovereign debt increased significantly, with Australian and German yields reaching notable levels. * Oil prices surged towards $120 a barrel, heavily influencing inflation expectations and Federal Reserve rate outlooks. * Traders reduced expectations for rate cuts amid inflation fears; some speculate there may be no rate cuts this year. * The IMF estimates persistent energy cost rises could raise global inflation and reduce growth; demand destruction may occur if oil hits $133. * US data showed job cuts and higher unemployment, raising stagflation fears, with Asian and European bond yields also falling.
29. https://bitcoinethereumnews.com/finance/xag-usd-recovers-major-early-losses-outlook-remains-uncertain/?utm_source=rss&utm_medium=rss&utm_campaign=xag-usd-recovers-major-early-losses-outlook-remains-uncertain - * Silver price (XAG/USD) recovers to around $84.00 after early losses during European trading. * Higher US Treasury yields and market speculation about the Federal Reserve's interest rate policy pressure silver. * US Treasury yields near 4.22%, up almost 2%, diminish appeal of non-yielding assets such as silver. * Traders expect the Fed to keep interest rates unchanged in upcoming meetings, with increased odds in July. * Rising oil prices, soaring US dollar, and safe-haven demand amid Middle East conflict weigh on sentiment. * US Dollar Index trades 0.5% higher at 99.35; technicals show neutral bias with resistance at $90.00 and support at $82.00.
30. https://www.prnewswire.com/news-releases/global-media-spotlight-ja-solars-deepblue-5-0--redefining-the-future-of-highvalue-solar-302707979.html - * Nearly thirty global solar and energy media visited JA Solar's Yangzhou facilities for an in-depth look at DeepBlue 5.0 in March 2026.* *The company revealed the product's R&D logic, manufacturing innovations, and performance validation.* *DeepBlue 5.0 features a maximum power output of 670 W, efficiency of 24.8%, and several technological breakthroughs across multiple dimensions.* *JA Solar emphasised the industry's transition from scale expansion to value creation.* *Real-world testing confirmed significant energy-yield gains in diverse conditions.*
31. https://www.india.com/business/today-gold-silver-rate-march-090326-live-updates-check-18-22-24-carat-gold-prices-in-chennai-mumbai-delhi-kolkata-comex-amid-middle-east-tensions-iran-israel-us-war-8335594/ - * Gold prices in India for 24, 22, and 18 karat are Rs 16,363, Rs 14,999, and Rs 12,272 per gram respectively. * Prices were last updated with a minor decrease of Re 1 from yesterday. * Gold is considered a safe-haven asset amid market volatility and geopolitical tensions. * Market influences include global gold prices, the US dollar, and local demand. * The article discusses the role of gold during economic uncertainty and ongoing geopolitical tensions.
32. https://www.okaz.com.sa/economy/international/2239206 - * During times of war, investors shift their capital to safe-haven assets, mainly gold and the dollar. * Uncertainty in global markets increases investor fear, prompting capital flight to these assets. * Gold is historically a store of value used during crises and conflicts. * The US dollar is preferred due to its global currency status and liquidity. * Both assets see increased demand and rising prices during major crises.
33. https://www.goodreturns.in/personal-finance/investment/how-to-position-portfolio-amid-global-tensions-rising-gold-silver-etf-inflows-navi-aditya-mulki-1494347.html - * Gold and silver ETF inflows in January reached Rs 240.4 billion, with overall investor interest remaining strong despite moderation. * Indian equity mutual fund inflows declined nearly 14.35% in January, but this is seen as portfolio diversification. * Geopolitical tensions, such as US-Israel air strikes on Iran, caused market declines; investors advised to maintain disciplined asset allocation. * Investors should review mutual fund portfolios once or twice a year, monitor style drift and active share. * Emphasis on controlling asset allocation despite global uncertainties, with a focus on long-term investment strategies.
34. https://www.lawyersgunsmoneyblog.com/2026/03/peace-prosperity-these-are-the-demons-you-must-slay-if-you-wish-to-own-the-libs - * The US jobs report for February showed a loss of 92,000 jobs and an unemployment rate increase to 4.4%. * The report signals a deterioration in the labour market, raising concerns about inflation and job protection. * US geopolitical tensions in the Middle East and energy supply disruptions add to inflationary pressures. * Fed policymakers express concern over simultaneous inflation and unemployment increases. * The report impacts the Federal Reserve's interest rate decisions amid inflation above 2% for five years.
35. https://coincentral.com/the-jobs-report-just-changed-the-fed-rate-cut-conversation-heres-what-you-need-to-know/ - * U.S. nonfarm payrolls fell by 92,000 in February, below expectations of 58,000 jobs gained. * Unemployment rose to 4.4%, above forecasts, marking only the second monthly job loss since 2020. * Markets increased the odds of a Federal Reserve rate cut, with a rise from 2% to 4.7% in March. * Rising oil prices linked to Middle East conflict add inflation pressures. * Fed officials caution against overreacting to a single month's data while balancing inflation and labour market signals.
36. https://anytvnews.com/business/gold-silver-price-alert-despite-middle-east-tension-gold-became-cheaper-silver-prices-also-fell-know-what-is-todays-latest-rate/ - * Gold prices decreased in India due to profit booking, with rates in Delhi and Mumbai falling on March 7. * International gold prices rose by $14.70, or 0.29%, to $5,095.81 per ounce amid geopolitical tensions. * Silver prices declined to ₹284,900 per kg in India, with international silver prices up by 1.4% to $83.40 an ounce. * Middle East conflict, including war declarations and attacks, has increased demand for safe-haven assets. * The conflict involves US, Israel, Iran, and other Middle Eastern countries, escalating geopolitical instability.
37. https://indianewengland.com/gold-silver-jump-more-than-1-as-middle-east-conflict-drives-safe-haven-demand/ - * Gold and silver prices surged more than 1 percent as escalation in Middle East conflict increased safe-haven demand. * Gold futures rose 1.04% to ₹162,790 and silver futures climbed 1.84% to ₹270,200. * Rising tensions involving US, Israel, and Iran fueled concerns about energy supply disruptions and geopolitical instability. * Gold spot price increased about 1% to $5,138.46 per ounce; US gold futures gained 0.5%. * Gold has risen roughly 19% this year, driven by geopolitical tensions and central bank purchases. * Investors reduced exposure to equities amid fears of energy market disruptions; oil prices increased. * US dollar index edged up 0.15%, influencing gold prices. * Analysts noted key technical support and resistance levels for gold and silver.
38. https://news.google.com/rss/articles/CBMi0wFBVV95cUxQZWhvT1F4REpTcmdqcHRUN0NJYnJsOEFQLW5YQlp1NkY0VFVMYy1xMkFFeC1wTGloam9VSXZYTG9TVGRKR1N2dG0yMGJBOHUwZTFfSW1sR1ZEN24ta1dJSWg0aFBUNDdLdWRycFFOU3pJU1RialBfREV4akZmVFhGVi1NNE4yRHVNU0Ita0oyVFZoRDVzSzlZdE9qVWVKTmVUZnlaWnJDQnFoZzZkNlFTVDhsTlZnUFl3eU5pbkNQcnpIWC1raEI0ZVNFZGpNd2dyR19V?oc=5&hl=en-US&gl=US&ceid=US:en - * Precious metals, gold and silver, maintained bullish momentum on MCX due to escalating Middle East geopolitical tensions. * Gold futures traded at Rs 1,69,880, above resistance levels, and silver near Rs 3,00,000. * Both metals approached record highs before slight corrections; geopolitical risks and volatility drive safe-haven buying. * COMEX gold and silver futures also showed strong upside, with gold trading in the $5,158–$5,181 range and silver at $84.31. * Market analysts advise caution, highlighting support and resistance levels amid heightened macroeconomic and geopolitical risks.
39. https://colitco.com/the-great-silver-drain/ - * Global silver inventories, including COMEX and Shanghai stocks, have significantly declined since 2020, reaching record lows in 2026. * Five consecutive years of global silver supply deficits have resulted in a cumulative shortage of over 1.3 billion ounces since 2019. * Rising demand driven by the solar industry and electronics, combined with supply constraints due to byproduct reliance and export restrictions, are accelerating shortages. * The paper silver market has experienced dislocation, with rising prices and a shift into backwardation in late 2025. * ASX companies like South32, Evolution Mining, and Silver Mines Ltd benefit from rising silver prices, with potential for further gains in the ongoing bull market.
40. https://colitco.com/the-great-silver-drain/ - * Global silver inventories have decreased significantly, with COMEX stocks falling below 100 million ounces in February 2026, down over 70% from 2020. * The global silver market has experienced five consecutive years of supply deficits since 2021, with a cumulative deficit exceeding 1.3 billion ounces. * Rising industrial demand, especially from solar energy and electronics, drives increased silver consumption and tightens supplies. * Structural issues in supply, since 70% of silver comes as a byproduct from base metal mining, limit production increases. * ASX-listed companies like South32, Evolution Mining, Silver Mines Ltd, and Sun Silver Ltd have benefited from rising silver prices and supply shortages.
41. https://www.fxstreet.com/news/fed-wait-and-see-stance-after-weak-jobs-commerzbank-202603061442 - * Commerzbank Senior Economist Dr. Christoph Balz reports US employment fell by 92,000 in February, below expectations, with revisions lowering prior months. * The report is affected by possible distortions from a strike and cold weather. * The Federal Reserve is expected to keep interest rates unchanged as it waits for clearer labour market and inflation signals. * The data may lead to renewed concerns about the labour market, but the Fed is likely to interpret the figures cautiously. * The Federal Reserve's upcoming meetings in March and April are likely to proceed without interest rate changes.
42. https://bitcoinethereumnews.com/finance/fed-policy-is-well-positioned/?utm_source=rss&utm_medium=rss&utm_campaign=fed-policy-is-well-positioned - * The Federal Reserve's policy stance is considered well positioned in Massachusetts. * Susan Collins, President of the Boston Fed, states rates need clear evidence of inflation easing before cutting. * No urgent change to monetary policy is deemed necessary. * Inflation is expected to slow to 2%, supported by stable financial conditions. * Uncertainty remains over inflation outlook and economic growth, with possible upside risks from tariffs.
43. https://investinglive.com/centralbank/ecb-schnabel-ecb-is-still-in-a-good-place-but-war-increases-upside-inflation-risks-20260306/ - - ECB’s Isabel Schnabel comments on inflation risks and monetary policy, citing war and energy prices. - She states the ECB is still in a good position but warns of upside inflation risks due to Iran conflict. - She emphasises the importance of monitoring energy price shocks and maintaining credible inflation expectations. - Schnabel advocates a cautious, data-dependent approach and supports a restrictive monetary policy stance if needed. - Her comments reflect a hawkish outlook on inflation and interest rate considerations.
44. https://investinglive.com/centralbank/feds-collins-in-ecpects-the-fed-rate-target-to-hold-steady-for-some-time-20260306/ - * Fed's Collins announces the likelihood of holding the federal funds rate steady for some time ahead of the March 18 policy decision. * Comments reflect a cautious, slightly hawkish stance, emphasising patience. * Economic outlook is stable, with solid growth and modest hiring expected to continue. * Inflation remains uncertain, with upside risks including tariffs, and is expected to ease slowly. * Policymakers await clearer evidence of inflation moving sustainably toward the 2% target before considering rate adjustments.
45. https://www.gurufocus.com/news/8685662/vizsla-silver-vzla-downgraded-by-cibc-amid-unresolved-panuco-issues - *CIBC downgraded Vizsla Silver from Outperform to Neutral, with a price target reduction from C$10 to C$7* *Concerns raised over security incident at Panuco project in Mexico* *Vizsla Silver's 2027 silver production guidance met with scepticism* *Company's financial health shows no revenue but strong balance sheet, with a cautious market outlook* *Analyst highlights increased operational risks and shifting company valuation*
46. https://fxpro.news/video/pro-news-weekly-dollar-surges-as-conflict-drives-markets-20260306/ - * U.S. dollar strengthens due to Middle East tensions and strong U.S. data. * Market movements include stable S&P 500, gold, and Bitcoin activity. * The article discusses safe-haven demand and geopolitical influences on markets. * It highlights potential supply disruptions and price shifts related to ongoing conflict. * The focus is on investor demand for safe assets amid geopolitical instability.
47. https://resourceworld.com/pan-american-silver-discovers-high-grade-veins-at-la-colorada-mine-mexico/?utm_source=rss&utm_medium=rss&utm_campaign=pan-american-silver-discovers-high-grade-veins-at-la-colorada-mine-mexico - * Pan American Silver announced new drill results from La Colorada Mine in Zacatecas, Mexico, with at least four new high-grade veins discovered. * Exploration drilling between November 2025 and January 2026 involved 17,774 metres in 38 holes. * The discovery includes veins such as Filomena, Nicolasa, Bernardina, Josefina, and the La Chona Breccia, with high silver and base metal grades. * Drilling results suggest potential for expansion and addition to mineral resources, with ongoing development activities. * Results will inform the mineral reserve and resource update scheduled for June 2026.
48. https://www.solarpowerworldonline.com/2026/03/qcells-increases-solar-panel-production-in-georgia-after-customs-hurdles/ - * Qcells resumed solar panel assembly at its Cartersville, Georgia facility following customs clearance delays. * The company plans to expand into ingot, wafer, and cell production within the year, with an annual capacity of 3.3 GW. * The factory aims to have nearly 4,000 employees manufacturing panels and components in Georgia by 2026. * Previously, Qcells furloughed 1,000 employees and laid off 300 due to U.S Customs and Border Protection detentions related to the Uyghur Forced Labour Prevention Act. * The company stated it does not use Chinese components and has resumed operations amid supply chain issues.
49. https://www.numismaticnews.net/if-gold-is-just-a-rock-why-the-rush - * Financial expert Dave Ramsey describes gold as a rock and warns against relying on it for dividends. * Current interest in gold and silver coinage is driven by a flight to safe-haven assets amid economic uncertainties. * The market for coins is subject to fluctuations based on outside economic forces. * Active collectors should be cautious about the prices paid for new acquisitions during market froth. * Once market uncertainty subsides, demand for coins may decrease, affecting prices.
50. https://pv-magazine-usa.com/2026/03/06/qcells-resumes-solar-panel-production-at-georgia-factories-following-customs-related-furlough/ - * Qcells, U.S. solar manufacturing arm of South Korea’s Hanwha Solutions, resumes normal production at Georgia facilities. * The company had temporarily furloughed 1,000 workers in November due to customs clearance delays. * Customs delays stemmed from U.S. Customs and Border Protection detentions under the UFLPA. * Qcells is expanding its Cartesville plant with a $2.5 billion investment, increasing capacity to 3.3 GW by end-2026. * The two Georgia facilities will produce a total of 8.4 GW of solar panels and components annually, employing nearly 4,000 people by 2026.
51. https://www.actionforex.com/live-comments/632217-feds-barkin-inflation-fight-not-over-amid-strong-data-and-war-risks/ - * Richmond Fed President Thomas Barkin warns that the Federal Reserve needs to reassess policy risks due to recent economic data and geopolitical developments. * He highlights stronger job growth and persistent inflation readings as challenges to earlier assumptions. * Barkin mentions last year’s rate cuts were justified by concerns over weakening labour markets and fading inflation risks. * Ongoing U.S.-Iran conflict could further increase inflation risks through higher energy prices. * Recent inflation data complicates conclusions about ending the inflation fight.
52. https://www.coingabbar.com/en/crypto-currency-news/97-4-odds-fed-interest-rate-cut-skip-march-meeting - *Markets expect the Federal Reserve to keep interest rates unchanged at 97.4%, with a small 2.6% chance of a cut.* *Economic factors such as persistent inflation and strong US economic activity support delaying rate reductions.* *Global factors like rising energy costs and geopolitical tensions influence central bank decisions.* *Interest rate expectations impact digital assets, including Bitcoin, which recently declined 2.5%.* *Investors monitor macroeconomic indicators for future policy signals and market stability.*
53. https://investinglive.com/centralbank/a-coming-hot-pce-and-a-solid-jobs-report-would-signal-the-fed-should-wait-says-waller-20260306/ - * Waller indicates that upcoming PCE and jobs data could influence the Federal Reserve's decision on interest rates. * January job gains were limited, leading to expectations of a revised downwards figure. * The March meeting's direction depends on upcoming economic data. * Traders currently expect no interest rate changes until after summer, with a 96% likelihood of no March rate hike. * Market forecasts show a reduced probability of rate cuts this year, influenced by geopolitical conflicts. * Waller's comments reflect common central bank rhetoric about inflation risks from the Middle East situation.
54. https://www.australianmining.com.au/maronan-silver-takes-one-step-closer-to-readiness/ - * Maronan Metals has been granted a mineral development licence for its silver project in north-west Queensland. * The licence covers the deposit and proposed mine infrastructure within an exploration permit. * The project has inferred and indicated resources of 33.1 million tonnes at 108 g/t silver. * The licence enables excavation and development activities, with project readiness advances. * The process took less than 12 months, and the licence strengthens the project's regulatory position.
55. https://tradebrains.in/stock-to-buy-solar-stock-with-28-upside-by-jp-morgan/ - * JPMorgan maintains an 'overweight' rating on Premier Energies with a target of Rs. 915, indicating approximately 28% upside. * The company manufactures solar cells, solar modules, and offers EPC and O&M solutions, with strong domestic demand and regulatory support. * Implementation of ALMM‑II from June 2026 is expected to boost demand for local solar manufacturing. * The company has no current export exposure and benefits from US tariffs on Asian solar imports. * Capacity expansion and demand growth could impact pricing premiums and margins. * In Q3FY25, sales increased 13% to Rs. 1,936 crore, with net profit rising 54% to Rs. 392 crore and EPS up 53% to Rs. 8.65. * Manufacturing capacity includes 5.1 GW for modules and 3.2 GW for cells, with an order book of Rs. 13,700 crore.
56. https://www.energytrend.com/news/20260306-51036.html - * On March 4, the Administrative Examination and Approval Bureau of Yangzhou approved the project for Yangzhou Canadian Solar Battery Co., Ltd. * The project involves technological upgrades for TOPCon and BC production routes, located in Yangzhou City, Jiangsu Province. * Total investment is 220 million yuan, utilising existing factory buildings and equipment. * The upgrade aims to increase production capacity to 13,225 MW for TOPCon Generation-1, 575 MW for TOPCon Generation-2, and 200 MW for TBC solar cells. * Public notices for environmental impact assessment were issued in October and November 2025.
57. https://www.pv-magazine.com/2026/03/06/china-topcon-module-prices-edge-higher-as-march-cargoes-clear/ - * China FOB TOPCon module prices increased by 3.45% to $0.120/W, supported by early March sales activity. * Most March shipments sold out, prompting price discussions towards Q2 and Q3 2026. * Uncertain price outlook due to export policy changes, input costs, and demand fluctuations. * Silver costs have become a significant driver amid supply constraints and production limits. * US sanctions on imports from India, Indonesia, and Laos impact module pricing and demand; US spot prices rose by 0.35% to $0.290/W. * US guidance clarifies import input costs, affecting Chinese manufacturers' export strategies.
58. https://www.pv-magazine.com/2026/03/06/us-solars-push-for-domestic-bliss/ - * US PV module manufacturing capacity grew from 42.5 GW in 2024 to over 60 GW by September 2025, with projections of 64 GW by year-end 2025. * Focus shifts to US-made cells and modules due to policy shifts and import restrictions. * Federal tax credits, particularly the 45X credit, support domestic manufacturing, with increasing emphasis on US components. * FEOC rules and import restrictions, including investigations into polysilicon and trade duties, aim to limit reliance on Chinese inputs. * US companies are expanding cell manufacturing capacity; ES Foundry expects to reach 20.5 GW capacity by 2027. * US silicon supply chain development is slower; current polysilicon capacity is about 17 GW. * Manufacturing of modules (backsheets, encapsulants, frames) increasingly domestically sourced, with new facilities for solar glass and steel frames planned. * Ongoing IP disputes and import regulation uncertainties influence technology choices, with a focus on PERC technology in the US.
59. https://www.cnbc.com/2026/03/05/iran-oil-fed-kevin-warsh.html - *The war in Iran has caused oil prices to spike, raising inflation concerns.* *Federal Reserve officials consider pausing or raising interest rates due to higher oil prices.* *Kevin Warsh, Trump nominee for Fed chair, is expected to favour lower interest rates despite oil price increases.* *Oil prices increased from about $72.50 to over $82 per barrel due to the Iran conflict.* *A sustained $10 rise in oil prices could impact inflation measures and influence Fed policy.*
60. https://www.fxstreet.com/news/ecb-conflict-risks-tilt-rate-outlook-nordea-202603051551 - * Nordea’s Chief Analyst Jan von Gerich expects the ECB to stay on hold while monitoring the Middle East conflict’s impact on Euro-area growth and inflation. * The ECB faces upside risks to rates due to higher energy prices, tight labour markets, and sticky services inflation. * Nordea forecasts the first rate hike in the second half of next year, with rising risks of an earlier move. * The ECB will assess the effects of geopolitical tensions on inflation and growth, considering risks from energy prices and supply shocks. * The ECB’s monetary policy outlook remains cautious amid uncertainty and geopolitical risks.
61. https://www.freemalaysiatoday.com/category/business/2026/03/05/us-stock-futures-steady-as-investors-weigh-middle-east-war-fallout - * US stock index futures are steady as the Middle East conflict enters its sixth day, raising inflation worries affecting Fed policy. * Strong AI chip revenue forecast from Broadcom boosts technology stocks in premarket trading. * Persistent Middle East tensions threaten energy prices, with crude potentially hitting US$100 a barrel, impacting markets. * Investors expect a delayed interest rate cut by the Fed, with increased market uncertainty. * Precious metals prices edged higher, while energy and defence stocks experienced mixed movements.
62. https://www.hokanews.com/2026/03/truflation-shows-inflation-below-1.html - * Truflation’s real-time inflation index shows US inflation under 1 percent, reigniting calls for Federal Reserve rate cuts. * The data uses blockchain and market analysis, providing frequent updates separate from official statistics. * Economists and investors express concerns over low inflation influencing potential monetary easing. * Market reactions include expectations of lower interest rates, affecting bond yields, currencies, and equities. * Social media discussions, notably by Crypto Rover, highlight the data's influence on market sentiment and narratives. * The article discusses implications for cryptocurrency markets, with lower rates possibly increasing liquidity for risk assets. * Federal Reserve officials rely mainly on official inflation measures, though real-time data contributes to broader analysis.
63. https://www.hokanews.com/2026/03/truflation-shows-inflation-below-1.html - * Truflation's real time inflation data shows US inflation below 1 percent. * The low figure has reignited debate on whether the Federal Reserve should cut interest rates. * The inflation index uses blockchain data and economic inputs, operating independently from official stats. * Market reaction anticipates potential rate cuts if inflation remains subdued. * The data highlights a shift toward real-time economic indicators for policy and investment decisions.
64. https://www.haberler.com/ekonomi/gumus-fiyatlari-gunes-paneli-uretiminde-alternatif-malzeme-arayisini-hizlandiriyor-19626393-haberi/ - * Global gümüş fiyatlarının tarihi yüksek seviyelere ulaşması, güneş paneli üretiminin maliyetlerini ve malzeme tercihini etkiledi. * Uzmanlar, gümüş-bakır hibrit çözümlerinin yaygınlaştığını ve tamamen vazgeçmenin teknik olarak mümkün olduğunu belirtiyor. * Alman araştırma enstitüsü Fraunhofer ISE, gümüş kullanımının azaltılmasının teknik açıdan mümkün olduğunu açıkladı. * Bakırın, gümüşe yakın iletkenlik performansı sunduğu ve daha ucuz olduğu vurgulanıyor. * Uzmanlar, tam gümüşsüz çözümler için araştırmaların sürdüğünü ve üretimde kademeli geçişin olacağını ifade ediyor.
65. https://www.theage.com.au/business/companies/advance-eyes-bulk-mining-after-wide-mexican-silver-gold-hits-20260305-p5o7xp.html?ref=rss&utm_medium=rss&utm_source=rss_business - * Advance Metals highlights major resource upside at its Yoquivo project in Mexico, with broad, high-grade silver-gold zones revealed through drilling. * Diamond drilling at Pertencia prospect returns notable results, including 67.9 metres at 134g/t silver equivalent, with a deeper interval of 9.67m at 108g/t. * The drilling confirms the scale and continuity of mineralisation, supporting upcoming JORC resource estimate. * Step-out drilling at Esperanza prospect doubles the strike extent of mineralisation, with hits up to 10.4m at 102g/t silver equivalent.
66. https://www.business-standard.com/markets/commodities/gold-prices-up-on-safe-haven-rush-but-dollar-strength-restrains-rally-126030501289_1.html - * Gold prices increased by 0.5% for spot gold and 0.7% for US futures as of Thursday, driven by safe-haven demand due to escalating war in West Asia. * Gold hit a record of $5,594.82 in January, with recent fluctuations linked to geopolitical tensions. * The escalation included Israeli strikes on Tehran and Iranian missile activity, increasing safety concerns. * The stronger dollar and US Federal Reserve policy concerns limited gold gains. * Experts cited ongoing Middle East conflict as a key factor influencing safe-haven investment in gold.
67. https://bdcmagazine.com/2026/03/fusion-360-urges-businesses-to-act-now-to-avoid-global-rise-in-cost-of-solar-pv-panels/ - * Fusion 360 Group, a UK-based electrical and solar panel contractor, urges businesses to secure solar energy systems before a price increase in April due to supply issues.* The price of solar panels is expected to rise from April 1st, driven by supply chain constraints and material costs, including silver.* Fusion 360 offers the opportunity to lock in prices and guarantee availability before the increase.* The company has supported solar energy projects in the UK since 1997, focusing on safe, innovative, and sustainable energy solutions.* The advice aims to help clients stay within budgets, meet sustainability targets, and enhance energy independence.
68. https://theprint.in/economy/gold-slumps-by-rs-7600-silver-tanks-rs-27700-on-profit-booking/2870717/ - * Silver prices dropped by Rs 27,700 (9.23%) to Rs 2,72,300 per kg, driven by profit-booking and safe-haven demand due to US-Israel-Iran tensions. * Gold prices declined by Rs 7,600 (4.4%) to Rs 1,65,200 per 10 grams, influenced by weak global cues and a stronger Indian rupee. * Globally, silver traded marginally higher at USD 84.11 per ounce, while gold increased USD 12.60 to USD 5,153.91 per ounce. * Market analysts noted opposing impacts of US data and geopolitical tensions on gold; upcoming US macroeconomic data is expected to influence future prices.
69. https://www.gurufocus.com/news/8679874/pan-american-silver-discovers-new-highgrade-veins-at-the-la-colorada-mine - * Pan American Silver announces discovery of at least four new high-grade veins at La Colorada mine, Zacatecas, Mexico. * Drilling between November 2025 and January 2026 covered 17,774 metres in 38 holes. * Results show high silver assays exceeding 1,000 g/t in 40% of drill holes, with wide mineralised intercepts. * Exploration ongoing with crosscut development on Levels 588 and 448 to expand mineralised zones. * Discovered veins form a structural cluster over 500-metre strike length and vertical extent, contributing to regional mineral potential.
70. https://www.pv-tech.org/chinas-vat-change-confirms-scale-alone-no-longer-defines-competitiveness-in-pv-manufacturing/ - * China's VAT rebate removal impacts PV module pricing with varied effects across markets. * Silver pricing has become a significant factor in PV cost management due to policy shifts. * Industry consolidation is accelerated by new policies, favouring firms with strong technology and operational discipline. * Advances in back-contact technology and energy storage support long-term performance and operational stability. * Shift towards collaborative distribution models and recognition of industry maturity mark a strategic realignment in the sector.
71. https://www.koreatimes.co.kr/economy/others/20260306/more-people-trade-gold-silver-on-secondhand-platforms-as-demand-grows-for-safe-haven-assets?utm_source=rss - * Demand for safe-haven assets like gold and silver rose due to geopolitical instability, with increased trading on secondhand platforms in Korea. * Transactions involving gold and silver bars surged in January and February, with searches up by 88% and 776% respectively. * Digital trading of computer memory modules also increased, with resale activities driven by rising DRAM prices. * Data by Joonggonara shows significant year-on-year growth in transactions and search interest for precious metals and hobby collectibles. * The trend reflects a broader shift towards online secondhand markets for assets with potential to retain or increase value.
72. https://www.mining.com/pan-americans-largest-silver-mine-just-got-bigger/ - * Pan American Silver discovers four new high-grade veins at La Colorada silver mine in Zacatecas, Mexico, following exploration. * Approximately 40% of drill holes in the campaign returned assays exceeding 1,000 g/t silver. * The discoveries allow potential expansion of mineral resources and support a phased development plan focused on higher-grade zones. * The company continues investments in Mexico amid regional unrest, with recent security incidents highlighting strategic importance. * Pan American ranks among leading silver producers in the Americas, with operations across multiple countries and a record 22.8 million ounces silver production in 2025.
73. https://tribune.com.pk/story/2596049/fx-reserves-edge-up-87m-to-163b - * Pakistan's foreign exchange reserves rose by $87 million to $16.3 billion for the week ending February 27, 2026. * Total liquid foreign reserves, including commercial banks, reached $21.434 billion. * Gold prices declined in Pakistan and internationally due to US Treasury yield increases and geopolitical tensions. * Silver prices also decreased in the local market. * Geopolitical conflict in the Middle East and US economic data influenced market sentiment and precious metals prices.
74. https://ambcrypto.com/38-of-altcoins-near-all-time-lows-as-btc-d-climbs-setup-bulls-need/ - * 38% of altcoins are trading near all-time lows, more severe than post-FTX decline. * Bitcoin dominance (BTC.D) increased by 1.75% in under 72 hours. * Market divergence in crypto continues, with inflows into Bitcoin supporting overall market momentum. * US‑Iran conflict and Fed's $16 billion liquidity injection are key factors. * Social Volume for altcoins reached low levels, indicating potential buying opportunities. * Recent pullback in altcoins seen as part of strategic market shift, not necessarily bearish. * Data suggests Bitcoin's strength supports long-term growth prospects.
75. https://www.mining-technology.com/news/maronan-metals-wins-mdl-silver-project/ - • Maronan Metals received Mineral Development Licence (MDL) 2028 from the Queensland Government for its Maronan Silver Project in Australia. • The licence allows bulk sampling, exploration decline to 200m depth, and supports project development planning. • It was granted after meeting statutory and environmental approvals within less than 12 months of application. • Future activities include surface drilling, resource estimation, and preparing for mining lease applications. • The licence extends existing exploration permits and allows development-level studies without granting mining approval.
76. https://resourceworld.com/americore-resources-updates-activities-at-trinity-silver-project-nevada/?utm_source=rss&utm_medium=rss&utm_campaign=americore-resources-updates-activities-at-trinity-silver-project-nevada - * Americore Resources reports on activities at its Trinity Silver Project in Pershing County, Nevada. * Completed drone-magnetometer survey data has been received, conducted by Pioneer Exploration Consultants. * The survey aimed to identify structures within approximately 6 km of strike, with a 350 line-km coverage. * Permitting for a Q2 2026 drill programme has been initiated on BLM land and fee land, including a Notice of Disturbance for less than 5 acres. * The exploration plan aims to confirm and expand the resource, moving from Inferred to Indicated status, supporting a new mineral resource estimate.
77. https://www.pv-magazine.com/2026/03/04/trina-solar-unveils-485-w-topcon-pv-panel-with-24-3-efficiency/ - * Chinese PV module manufacturer Trina Solar unveils a dual-glass TOPCon module at the Key Energy trade show in Rimini, Italy. * The new module is part of the third generation of TOPCon technology, with efficiency up to 24.3% and power output between 465 W and 495 W. * The panels are designed for residential, commercial, and utility-scale applications, with features including high voltage capacity and 30-year performance warranty. * The company plans to expand its product portfolio with additional modules for different applications, including high-strength and bifacial options. * The advancements aim to improve system-level performance and reduce cost of electricity through reduced BOS costs.
78. https://themarketonline.com.au/diablo-makes-strategic-land-addition-to-star-range-in-utah-2026-03-05/ - * Diablo Resources acquires additional ground in Utah adjacent to its South Star prospect, increasing project size to 21.2 sq. km. * The company identifies immediate targets, including a silver-antimony soil anomaly with samples up to 8,760 g/t silver. * The project is near historical mineral sites, Horn silver mine and Milford copper mine. * No significant historic exploration has been conducted in the newly acquired area. * Diablo plans continued exploration, supported by US and Utah government interests in critical minerals.
79. https://markets.financialcontent.com/stocks/article/marketminute-2026-2-2-the-warsh-shock-silver-plummets-30-as-fed-nomination-triggers-historic-metals-liquidation - * The global precious metals market experienced a 30% decline in silver prices after Kevin Warsh was nominated as Fed Chair on January 30, 2026. * Silver, which reached $121.64 per ounce the previous day, fell to approximately $78.53, the largest single-day drop since 1980. * Gold also fell about 10%, breaking below $5,000 per ounce amid a liquidity vacuum. * The market reaction was driven by a surge in the US Dollar Index and a 15% margin requirement increase on silver futures by CME. * Mining companies' shares declined, while technology companies benefiting from lower silver prices gained. * Analysts see this as a shift from inflationary expectations towards monetary discipline, echoing the Volcker Era.
80. https://www.tickmill.com/blog/institutional-insights-goldman-sachs-dollar-commodity-volatility - * Precious metals, including gold and silver, had their steepest declines since the 1980s, with gold dropping 11% and silver 31%. * The US Dollar hit its lowest since February 2022, then rebounded, influencing risk appetite and asset correlations. * Federal Reserve held interest rates steady at 3.50–3.75%, amid US economic growth and labour market improvements. * Market attention shifted to upcoming policy decisions from the ECB and BoE. * Short-term gold volatility spiked to levels seen during the COVID-19 crisis, influenced by geopolitical tensions and liquidity squeezes.
81. https://www.intellectualdissatisfaction.com/p/silvers-121-to-84-air-pocket-not - * Reuters reports spot silver dropped 27.7% to $83.99/oz on January 30, 2026, after reaching a record high of $121.64/oz on January 29, 2026. * The article discusses macroeconomic factors like US Treasury term premia, Japan’s long yields, dollar index movements, and global risk repricing. * It attributes silver’s volatility to regime changes in risk premia, leverage, and funding conditions, especially in relation to long duration yields. * The analysis mentions market signals such as the dollar's weakness, bond yield shifts, and gold-silver whipsaw behaviour. * The article connects macro policy uncertainty, global yield movements, and risk revaluation as key factors influencing silver and precious metals sentiment.
82. https://www.coindesk.com/markets/2026/02/05/silver-s-17-plunge-reignites-market-behaviour-that-once-topped-bitcoin - * Silver fell by 17% in the past 24 hours, reversing a two-day rebound.* The decline influenced gold and copper as well, amid thin liquidity and speculative positioning.* A significant liquidation in tokenized silver occurred, with $17.75 million in forced closes.* Michael Burry described a "collateral death spiral" linking falling crypto collateral, especially bitcoin, to liquidations of metals.* Market conditions are influenced by Federal Reserve policy uncertainties and recent macroeconomic developments.
83. https://www.devdiscourse.com/article/headlines/3797685-precious-metals-surge-as-dollar-weakens-economic-implications-loom - * Gold and silver prices increased following a weakening of the U.S. dollar, with gold rising 1.4% to $5,029.09 per ounce and silver up 2.5%. * The dollar reached its lowest level since February 4th. * Investors await a U.S. labour market report that could influence interest rate policy. * Comments from U.S. Treasury Secretary Scott Bessent suggest potential stability in Federal Reserve balance sheet adjustments. * The market's focus remains on interest rate movements and their impact on precious metals.
84. https://themoneyprinter.substack.com/p/the-brrr-is-real-heres-looking-at - * The article discusses loose monetary conditions and stimulus measures in China, Japan, and the US. * China injects approximately $500 billion into liquidity, likely bullish for resources. * Silver is above $80 per ounce and gold at $5,000, suggesting potential breakout. * US Fed reversed from tightening to expansion, buying $40 billion in Treasuries. * Japan maintains fiscal dominance, causing yen debasement and potential systemic issues. * China promotes stimulus in solar, EVs, infrastructure increasing silver demand. * Silver market shows stress signals with historic lows in COMEX inventory, rising lease rates, and high paper claims. * The physical silver market is under stress, implying potential market upheaval.
85. https://www.capitalstreetfx.com/us-ppi-surprise-boosts-dollar-clouds-fed-rate-cut-outlook/ - * US PPI for final demand rose 0.5% in December, exceeding expectations and marking the largest monthly increase in three months. * The data strengthened the US dollar and supported market expectations of ongoing inflation pressures. * Fed signals suggest cautious stance, with inflation data complicating interest rate outlooks. * Bond yields climbed modestly, while equity markets showed mixed reactions amidst inflation concerns. * Market participants watch upcoming inflation data, Treasury yields, and Fed guidance for future trends.
86. https://www.fxstreet.com/news/silver-retreats-as-us-jobs-data-temper-rate-cut-expectations-202602121605 - * Silver (XAG/USD) trades lower at around $82.85, down 1.95% on Thursday. * US Nonfarm Payrolls increased by 130K in January, above expectations. * Unemployment Rate decreased to 4.3%, easing concerns of a slowdown. * Federal Reserve policymakers emphasise inflation remains above target and interest rate levels are appropriate. * Market expectations of rate cuts by year-end limit silver's downside potential. * US Dollar's limited rebound supports precious metals amid geopolitical uncertainty and questions on Fed policy timing.
87. https://www.zeebiz.com/markets/commodities/news-buying-gold-or-silver-motilal-oswal-explains-if-bullion-prices-can-hit-fresh-record-highs-390385 - * Gold and silver prices increased as US rate cut expectations returned. * Market concerns about US Labour market strength, job growth, and retail sales influenced safe-haven demand. * US Treasury yields and dollar movements impacted bullion prices. * Geopolitical tensions involving US, Iran, and Israel support safe-haven assets. * Key upcoming data releases include UK GDP, US jobless claims, and CPI, which may influence Fed policy and precious metals prices.
88. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rebounds-above-7650-after-sharp-drop-eyes-on-us-cpi-data-202602130121 - * Silver price recovers to near $76.60 during Asian trading hours on Friday. * The drop was caused by a sell-off amid falling technology stocks and rate hike expectations. * US Federal Reserve rate outlook influences silver; nearly 92% chance rates stay steady, 50% chance of cut at June. * US CPI inflation report due later, expected to show a 2.5% YoY rise in January. * Softer CPI outcomes could weaken the US Dollar and boost silver prices.
89. https://economictimes.indiatimes.com/news/international/us/why-is-silver-price-falling-by-11-and-will-it-drop-below-76-60-or-move-upwards-again-silver-nosedive-analysts-insights-and-market-outlook-explained-heres-what-should-investors-do-now/articleshow/128283991.cms - * Silver experienced an 11% decline, hitting near $76.60 during Asian trading hours on Thursday. * Factors contributing to the fall include sell-offs in technology stocks, AI-related market concerns, strong US labour data, and margin calls. * Market analysts attribute the drop to expectations of Federal Reserve interest rate decisions influenced by US inflation data. * Silver showed a slight recovery to around $76.60 during Asian trading hours on Friday. * Future price movements depend on US inflation reports and Federal Reserve policy signals, with expectations that prices could fall further or recover.
90. https://investinglive.com/commodities/its-another-important-day-for-silver-as-the-us-cpi-remains-a-big-risk-event-20260213/ - * Market focus on US CPI report as a significant risk event for precious metals, especially silver. * Silver experienced a quick selloff following unclear catalysts, with potential for further declines if US data is strong. * Technical analysis indicates consolidation and potential test of support levels, with market moves heavily influenced by CPI results. * Market expectations include possible Fed policy re-evaluation based on CPI data, impacting silver's price trajectory. * The US CPI report is the concluding event for the week, expected to trigger market volatility.
91. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-further-to-near-7630-ahead-of-fomc-minutes-202602181032 - * Silver price (XAG/USD) extends its advance to near $76.30 during European trading on Wednesday. * The FOMC minutes of the January policy meeting are due at 19:00 GMT, influencing US interest rate expectations. * The Federal Reserve signaled a pause in rate hikes, affecting the appeal of non-yielding assets like Silver. * Geopolitical developments, such as US-Iran nuclear talks, impact safe-haven asset demand. * Technical signals show a weakening short-term trend, with potential for a broader rebound if key resistance is broken.
92. https://www.aol.com/articles/fed-meeting-minutes-rates-could-195113497.html - * Several Federal Reserve officials anticipate further interest rate cuts if inflation drops, released from January policy meeting minutes * Some officials see rates remaining steady for 'some time' and prefer to wait for clear inflation signals * Fed Chair Jerome Powell announced rates at 3.5%-3.75%, with no changes made after recent cuts * Most officials warned that progress towards 2% inflation might be slower and more uneven * The minutes highlight concerns about elevated inflation, high asset valuations, and vulnerabilities in the AI sector
93. https://www.actionforex.com/contributors/fundamental-analysis/630013-fomc-members-saw-risks-tilting-towards-inflation-in-january/ - * The Federal Reserve Open Market Committee (FOMC) held the federal funds rate at 3.50% to 3.75% in January. * Minutes showed concern about inflation remaining above 2% and risks of persistent inflation. * Participants noted slowing labour market conditions with cautious hiring; downside labour risks diminished. * The FOMC views current policy rate as closer to neutral, reducing likelihood of rate cuts. * Minutes Temped expectations of more rapid rate reductions, with pause expected this quarter.
94. https://bitcoinworld.co.in/ecb-leadership-transition-policy-uncertainty/ - * The European Central Bank prepares for its most significant leadership change in nearly six years, with President Christine Lagarde’s term ending in October 2025. * The transition coincides with ongoing debates on inflation targeting and policy normalization, creating monetary policy uncertainty. * Markets show increased sensitivity; euro volatility indices rise 15%, wider German bund spreads, and divergent banking sector performance. * Analysts evaluate potential policy scenarios, including continued normalization or extended accommodative policies. * Institutional mechanisms aim to maintain policy continuity; market reactions include increased volatility and repositioning. * The economic environment features above-target inflation, mixed growth signals, and divergent regional labour markets. * Historical precedents in 2003, 2011, and 2019 highlight temporary uncertainty during leadership changes. * The transition occurs during a complex economic context, with challenges like digital transformation, energy policies, and fiscal coordination. * The ECB's policy response will be influenced by inflation persistence, fiscal coordination, labour markets, and global monetary policy. * The timing contrasts with other major central banks, such as the Federal Reserve, which recently completed leadership transitions.
95. https://bitcoinethereumnews.com/finance/xag-usd-capped-by-key-technicals-as-bullish-momentum-stalls/?utm_source=rss&utm_medium=rss&utm_campaign=xag-usd-capped-by-key-technicals-as-bullish-momentum-stalls - * Fed funds rate expectations influence silver markets as bullish momentum stalls. * Federal Reserve held rates at 3.50% to 3.75%, with cautious outlook on easing. * Markets price roughly 60 basis points of easing by year-end amid data dependence. * Safe-haven demand supported by US-Iran tensions and stalled Ukraine-Russia talks. * Silver trades near resistance at 79.22, with broader uptrend confirmed but waning, amid choppy recovery and technical signals.
96. https://www.fxstreet.com/news/eur-usd-january-rally-unwinds-on-ecb-risks-mufg-202602201124 - * EUR/USD has reversed its late-January rally, dropping about 2.5% towards its 2026 level. * Softer Eurozone inflation has increased market expectations of a rate cut by the ECB. * The euro's decline was reinforced by inflation data and ECB rate-cut speculation. * Analysts expect the ECB to keep its policy unchanged but acknowledge risks of a rate cut this year. * Inflation dynamics remain the key driver of policy, with leadership speculation citing as less influential.
97. https://dollarcollapse.com/top-three-videos-february-21-2026/ - * Gold prices are expected to surpass $5,000 due to loss of confidence in the US dollar, rising debt, and economic instability. * Silver has corrected after breaching $50; long-term entry points identified at $70–80. * Physical silver premiums are increasing due to supply limitations and mine production constraints. * Gold miners’ margins are expanding as silver prices increase from $30 to $80, enhancing earnings leverage. * Growing demand for gold and silver from central banks and investors globally driven by dollar depreciation and inflation. * US dollar is being 'weaponized' through sanctions, reducing its appeal as reserve currency. * Investment strategies focus on holdings in gold and silver as a response to dollar weakness and inflation risks.
98. https://finance.yahoo.com/news/dollar-weakens-scotus-rebuffs-president-203505835.html - * The US Supreme Court struck down President Trump’s global tariffs, citing exceeded authority. * The dollar fell to a four-week low following the ruling, with limited losses after hawkish Fed comments. * Gold and silver prices rallied sharply, reaching one-week highs amid geopolitical risks and tariff uncertainties. * Geopolitical tensions in the Middle East and US political uncertainty boost demand for precious metals. * Central bank gold reserves increased, supporting metals prices. * Market expectations include potential US rate cuts, while ECB and BOJ policy outlooks remain dovish.
99. https://bitcoinworld.co.in/federal-reserve-extended-rate-hold/ - * Federal Reserve Bank of Boston President Susan Collins announced the likelihood of maintaining current interest rates for an extended period. * The decision is influenced by persistent inflation above 2%, gradual cooling in labour markets, and global economic uncertainties. * Market reactions were limited, with modest responses in treasury yields, equity markets, and currency markets. * Global central banks, including the European Central Bank and Bank of England, have also paused tightening cycles. * The decision reflects careful communication, data-dependence, and risk management by the Federal Reserve.
100. https://www.equiti.com/jo-en/news/market-insights/higher-for-now-fed-signals-extended-pause/ - * Inflation has eased to 2.4%, its lowest since May 2025. * Federal Reserve officials indicate patience, with some considering holding rates steady and remaining flexible. * Unemployment has increased to 4.3%, with a stable labour market. * The federal funds rate remains at 3.50% to 3.75%, with markets pricing in a high probability of no rate change at the next meeting. * The potential for rate cuts later this year depends on inflation and wage growth trends.
101. https://www.fxstreet.com/news/silver-rises-sharply-on-safe-haven-demand-amid-trade-geopolitical-risks-202602251423 - * Silver trades around $90.70, up 3.90% amid trade and geopolitical risks. * US President Trump announces 10% tariff increase, fuelling investor nervousness. * US and Iran nuclear talks scheduled in Geneva; risk of escalation influences markets. * Investors reassess Federal Reserve's rate path amid persistent inflation pressures. * Weak US dollar and softer bond yields support silver's appeal amidst cautious market outlook.
102. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-9000-on-us-policy-uncertainty-202602260156 - * Silver extends gains to around $90.00 per troy ounce during Asian hours on Thursday. * Safe-haven demand for Silver increases amid US policy uncertainty and geopolitical tensions. * US President Trump's State of the Union address raised tariffs, impacting market sentiment. * Investors monitor US-Iran tensions and upcoming nuclear talks. * Expectations for Federal Reserve easing fade due to persistent inflation concerns. * IMF's Georgieva signals cautious stance on US monetary policy and fiscal sustainability.
103. https://investinglive.com/centralbank/we-continue-to-expect-inflation-to-stabilise-at-our-2-target-in-the-medium-term-lagarde-20260226/ - ['*The European Central Bank (ECB) decided to keep key interest rates unchanged at its recent monetary policy meeting.', '*The ECB expects inflation to stabilise at 2% in the medium-term.', '*Decision is based on assessment of inflation outlook and associated risks, with no pre-commitment on rate paths.', "*ECB emphasises importance of households' inflation perceptions for economic behaviour, expectations, and public trust."]
104. https://investinglive.com/commodities/silver-sprints-higher-gains-more-than-5-20260227/ - * Silver gains nearly 6% as it breaks out of recent range, marking the tenth consecutive month of gains. * The rally follows stable performance in early February and benefits from USD debasement and industrial demand. * Gold prices have increased significantly, with a weekly close potentially reaching an all-time high. * US PPI report and rising oil prices raise questions about Federal Reserve rate cuts in March. * Geopolitical concerns over Iran and Middle Eastern conflict could boost precious metals demand. * US Secretary of State Marco Rubio's upcoming trip to Tel Aviv indicates uncertain war prospects.
105. https://cleantechnica.com/2026/02/15/topcon-solar-cells-are-killing-a-key-anti-solar-talking-point/ - * The adoption of TOPCon technology increases efficiency and reduces environmental impact in solar cell production. * The research from University of Warwick found lower environmental impacts for TOPCon compared to PERC technology. * The shift to TOPCon could substantially reduce global solar manufacturing emissions by 2035. * US companies Talon PV and T1 Energy plan to produce TOPCon solar cells domestically in Texas by 2026-2027. * The article discusses technological advances and supply chain developments in the solar industry, focusing on silver consumption and market growth.
106. https://www.gurufocus.com/news/8634101/pan-american-silver-corp-paas-q4-2025-earnings-call-highlights-record-financial-performance-and-strategic-insights - * Pan American Silver Corp (PAAS) announces record net earnings of $980 million for 2025 and Q4 earnings of $452 million. * Silver production exceeds guidance with 22.8 million ounces in 2025; gold production within guidance at 742,200 ounces. * Acquisition of Juannicipio mine contributes to low-cost production; company maintains strong cash position of $1.3 billion. * Increased all-in sustaining costs for silver ($15.75–$18.25/oz) and gold ($1,700–$1,850/oz) in 2026, influenced by metal prices. * The Escobar project in Guatemala remains suspended with no timeline for restart. * Argentina's improved mining environment spurs potential investment in Cerro Moro. * Company evaluates discussions for partnerships on La Colorada Skarn and the Escobal project in Guatemala. * Dividend payments from Juanicipio expected to continue, with additional dividends after tax filings. * Consideration of early repayment of 2027 senior notes possible, subject to liquidity and opportunity.
107. https://www.pv-magazine.com/2026/02/16/silver-saving-efforts-ramping-up-in-solar-industry-says-heraeus/ - * Rising silver prices affect solar industry, with silver prices 187% higher than at the start of 2025. * Silver paste accounts for up to 30% of solar cell costs, prompting companies to explore metal alternatives. * Demand for silver in photovoltaics peaked at around 195 million ounces in the previous year. * Companies like Longi and DK Electronic Materials plan to shift to copper-based metallization. * Silver demand is expected to decline further as substitution efforts continue amid stable global PV installations.
108. https://www.fool.com/investing/2026/02/17/how-nvidia-and-ai-are-driving-demand-for-silver-hi/ - * Industrial demand for silver, especially in photovoltaic cells and data centres, is a key driver of prices. * Data centres using Nvidia architecture to launch in 2027 are expected to contain more silver. * Demand for silver is relatively price-inelastic in new data centres, likely maintaining strong demand. * Silver demand from investors increased in 2025, with industrial demand flat or declining. * Fundamentals for silver remain positive, suggesting a buying opportunity during price corrections.
109. https://english.elpais.com/international/2026-02-21/precious-metals-boom-catches-the-attention-of-organized-crime-in-mexico.html - * The kidnapping of 10 miners in Sinaloa highlights security issues caused by organised crime during Mexico's silver and gold boom. * Silver prices have increased by over 120% and gold by 50% in the last six months, encouraging illegal activity. * Several mines in Mexico have suspended operations due to violence and extortion, notably in Sinaloa, Durango, Zacatecas, and Guanajuato. * The US designates certain Mexican cartels as terrorist organisations, increasing legal risks for companies paying extortion. * Companies often covertly fund criminal groups through supply chains to avoid direct violations of US laws.
110. https://www.eqmagpro.com/solar-industry-speeds-up-transition-away-from-silver-amid-rising-costs-eq/ - * The global solar industry is reducing silver use in photovoltaic production due to surging silver prices and supply volatility. * Manufacturers are investing in copper-based metallization and efficiency improvements to lower costs and secure supply chains. * Companies piloting hybrid approaches combining minimal silver with copper layering achieve cost savings and maintain performance. * The material transition aims to improve supply chain resilience and stabilise module pricing for project developers. * The shift highlights the industry's adaptability and ongoing innovation to reduce manufacturing costs and sustain competitiveness.
111. https://metalsandminers.substack.com/p/mexico-on-fire-cartel-war-threatens - * Following the killing of a CJNG cartel leader, violence in Mexico has escalated, affecting the country's silver mines. * Major silver mines operated by Endeavour Silver, First Majestic, and Fresnillo are situated in regions with significant cartel influence, risking operational shutdowns. * The market has underpriced the geopolitical risk premium associated with Mexico's silver production, which is now likely to rise. * Investors are encouraged to diversify into safer jurisdictions, as a shift in risk profile impacts silver supply chains. * A silver mining company with no exposure to Mexico is positioned to benefit from this geopolitical instability. * Mexico's violence spread to tourist destinations, highlighting the country's deteriorating stability and its impact on silver operations.
112. https://www.streetwisereports.com/article/2026/02/20/silver-co-in-the-yukon-hits-best-hole-yet.html - * Silver North Resources in Yukon announces highest-grade drill intersections to date, including notable results from eight holes.* * The company reported multiple high-grade silver intercepts, with some metres containing over 800 g/t Ag.* * Silver North has CA$13 million in funding, enabling two years of exploration and a 2026 drill programme.* * Drilling is scheduled to start in May, with 5,000–7,000 metres planned for 2026.*
113. https://www.goodreturns.in/news/gold-etfs-vs-silver-etfs-vs-stocks-has-love-for-gold-silver-become-nightmare-for-sensex-nifty-1488631.html - * In January 2026, gold and silver ETFs in India crossed Rs 3 lakh crore in AUM, tripling in six months. * Gold ETFs saw inflows of Rs 24,040 crore; silver ETFs Rs 9,463 crore in January 2026. * Total inflow into gold and silver ETFs was Rs 33,502.96 crore, 39.4% higher than equity inflows. * Gold and silver ETFs' demand increased due to recent outperformance and volatile market conditions. * Concerns raised over inflows into gold and silver ETFs exceeding active equity fund inflows, indicating potential overheating of the gold market.
114. https://www.streetwisereports.com/article/2026/02/23/one-of-the-highest-grade-silver-hits-in-haldane-history-extends-main-fault-discovery.html - * Silver North Resources announced its best drill hole at Haldane in 2025, with 818 g/t silver over 13.15 meters. * The 2025 drilling tested the Main Fault, expanding mineralisation over 100 meters strike and 150 meters down dip. * The company also explored the Veronica Project in Yukon, discovering silver mineralisation in outcrop samples. * Silver North plans a major 2026 drill program focusing on the Main Fault zone, with 5,000 to 7,000 meters of drilling. * Funding of US$13 million was secured in late 2025 and February 2026 to support exploration activities for two years.
115. https://renewablewatch.in/2026/02/24/vikram-solar-inks-2-gw-cell-procurement-agreement-with-jupiter-international/ - * Vikram Solar enters a strategic domestic procurement agreement with Jupiter International for 2 GW of solar cells. * The agreement involves high-efficiency TopCon and mono passivated emitter and rear cells. * The contract size is approximately Rs 20 billion. * Vikram Solar also renewed its working capital facilities, amounting to Rs 32 billion. * In November 2025, Vikram Solar commissioned a 5 GW solar module manufacturing facility in Vallam, Tamil Nadu. * The facility is fully automated and spans 27,000 square metres.
116. https://www.informalnewz.com/gold-silver-price-hike-gold-and-silver-prices-rise-by-rs-18000-in-one-stroke-see-latest-rates/ - * Gold and silver prices in Delhi rose significantly, with silver increasing by Rs 18,000 to Rs 2.64 lakh per kilogram and gold by Rs 1,950 to Rs 1.58 lakh per 10 grams. * The rise was driven by increased safe-haven demand amid global geopolitical risks, including US-Iran tensions and Russia-Ukraine talks failure. * International market prices also increased, with silver trading at $77.97 per ounce and gold at $4,991.24 per ounce. * Experts cited escalating geopolitical tensions and pending macroeconomic data as factors influencing the rise.
117. https://bioengineer.org/hkust-secures-worlds-first-certification-for-fully-solvent-free-perovskite-solar-cell-technology-breakthrough/ - * HKUST developed a multi-source co-evaporation technique for perovskite solar cells, improving crystallinity and stability. * The research achieved an efficiency of 18.35% on small devices and 19.3% on laboratory-scale devices. * The stability test showed 80% efficiency retained after 1080 hours under standard conditions. * Tandem solar cells with 27.2% efficiency were fabricated, maintaining 80% performance after eight months outdoor operation in Italy. * The new manufacturing method aligns with existing thin-film deposition infrastructure, promising industrial scalability and integration into large-scale production.
118. https://www.thehindubusinessline.com/markets/gold/gold-silver-rates-up-today-whats-driving-price-surge/article70654815.ece - * Gold increased 1 per cent to $5,006 per ounce and silver jumped 3.8 per cent to $78.3 per ounce, supported by US-Iran tensions and safe-haven demand. * Commodities markets, including crude oil, also saw gains due to increased military tensions and US regional deployments. * Gold's gains were limited by profit booking and expectations of prolonged US rate hikes. * Silver's rally was driven by Middle East tensions, US economic data, and safe-haven flows. * Market analysts highlight geopolitical tensions and stable labour markets as key factors influencing price movements.
119. https://beincrypto.com/gold-silver-markets-lunar-new-year-crash/ - * Gold and silver prices fall for a second session, erasing an estimated $1.28 trillion in market value. * Silver has dropped nearly 40% from its all-time high in late January. * The decline is attributed to seasonal liquidity effects from Lunar New Year, macroeconomic pressures, and profit-taking. * ETF flows for gold and silver decline by 2% to 4%, indicating cautious investor sentiment. * Support levels are estimated around $65 for silver and $4,770 for gold, with long-term prospects influenced by global debt and ratio cycles.
120. https://www.northernminer.com/news/mexican-security-risks-highlighted-in-new-reports/1003888145/ - * Security risks due to cartel activity and violence increase in Mexico, with incidents such as the abduction and killing of Vizsla Silver workers and the death of cartel leader 'El Mencho'.* The violence has led to unrest in at least 22 states, notably affecting Sinaloa and Jalisco, which have limited impact on overall mining output.* Major regions Zacatecas and Chihuahua, responsible for significant shares of Mexico's silver production, face potential serious implications if unrest expands.* Existing security concerns, combined with policy and permitting challenges, influence investor preferences towards lower-risk jurisdictions like Canada and the US.* Torex and First Majestic have the highest exposure to Mexico among TD's coverage, while other companies' operations are concentrated in key regions, with potential impacts from escalating violence.
121. https://www.business-standard.com/markets/news/gold-silver-etfs-rebound-as-previous-metals-rise-global-cues-add-support-126021900400_1.html - * Gold and silver ETFs saw sharp gains on February 19, following a rise in underlying bullion futures prices. * The increase was supported by renewed geopolitical tensions and the withdrawal of additional margins on gold and silver futures contracts. * Internationally, Comex gold rose nearly 2 per cent and silver surged over 5 per cent, influenced by FOMC minutes and a softer dollar bias. * Market analysts warn of potential volatility due to liquidity concerns during major hub closures and shifting rate expectations. * Technical outlook indicates a maintained overall positive trend despite recent corrections, with key support and resistance levels identified.
122. https://techxplore.com/news/2026-02-industrial-topcon-solar-cells-efficiency.html - * Chinese scientists set a new efficiency record of 26.66% for industrial-scale TOPCon solar cells. * The breakthrough involved a dual-side electrical refinement strategy on large-area M10 wafers. * The study was led by Prof. Ye Jichun of Ningbo Institute and published in Nature Energy. * Innovations included improved surface passivation, novel double-layer tunnel oxide/polysilicon structure, and strategies to mitigate silver diffusion. * The findings enhance the competitiveness of TOPCon technology in the photovoltaic market.
123. https://www.mining-technology.com/news/blackrock-silver-launches-drilling-tonopah-west/ - - Blackrock Silver begins resource expansion drilling at Tonopah West, Nevada, USA. - The exploration programme totals 17,100m across two phases: Eastern and Northwest expansion projects. - The Eastern programme involves 9,100m over 20 holes, focusing on shallow mineralisation along the Pittsburg-Monarch fault. - The Northwest programme includes 8,000m of reverse circulation and core drilling, targeting the Denver and Paymaster veins and a seismic survey step-out. - The company employs a hybrid drilling method to penetrate through non-mineralised rock layers; hydrology studies are also progressing to support future project development.
124. https://www.business-standard.com/markets/commodities/silver-gold-set-for-gains-next-week-on-global-trade-strains-analysts-126022200635_1.html - * Silver and gold expected to extend gains next week as investors seek safety amid trade tensions and geopolitical strains in the Middle East. * Key economic indicators such as US PPI, consumer confidence, and China's lending rate to influence precious metals' prices. * Trade uncertainties heightened by US tariffs and geopolitical risks, boosting safe-haven demand. * Silver futures rose 3.5%, gold advanced nearly 1% on the Multi Commodity Exchange. * International markets saw silver increase 5.62% and gold 1%, amid US-Iran tensions and US Supreme Court rulings.
125. https://www.nation.com.pk/23-Feb-2026/gold-speaks - * Gold and silver hit record highs as a sign of market anxiety, not prosperity. * Metals are described as refuges during times of geopolitical and economic doubt. * Rising tensions over Venezuela, Taiwan, US–China rivalry, and South Asia increase interest in safe assets. * Pakistan’s strategic significance linked to resource access and regional influence. * Gold and silver prices reflect declining trust in governments amid global geopolitical struggles.
126. https://www.cryptotimes.io/2026/02/23/gold-silver-show-signs-of-rally-then-why-is-bitcoin-dead/ - * Gold and silver prices increased, with gold reaching a three-week high, amid weakening US dollar and macro hedge demand. * Bitcoin dropped below $65,000, driven by liquidation of leveraged longs, whale deposits, miner sell-offs, and choppy ETF flows. * A significant $238 million in Bitcoin was liquidated within an hour, mostly longs, indicating forced selling. * Large holders transferred substantial Bitcoin amounts to Binance, signalling possible cash-outs. * Market sentiment has shifted toward downside risk, with predictions favouring lower Bitcoin prices in the near term. * Metals rose as risk-off assets, while Bitcoin declined due to leverage, supply, and inconsistent institutional demand.
127. https://meyka.com/blog/gold-price-rises-sharply-with-futures-at-5153-90-per-ounce/ - * Gold futures reached about $5,153.90 per ounce, a multi-week high, reflecting rising investor demand for safe-haven assets. * Global economic uncertainty, geopolitical tensions, and currency movements have driven increased gold investment. * Market activity shows traders expect higher prices ahead, with demand for gold rising as a hedge. * Gold's role as a defensive asset is reinforced by recent global trade policy issues and currency weakening. * Central banks increasing gold reserves support long-term demand and price stability.
128. https://payspacemagazine.com/news/gold-and-silver-rebound-after-january-rout-as-safe-haven-demand-returns-among-tariffs-pressure/ - * Gold and silver prices increased on February 23 following a sharp decline in January.* * Prices moved higher supported by a weaker dollar and safe-haven demand.* * The recovery follows a volatile January with record-high prices above ~$5,500/oz for gold and $120/oz for silver.* * Market drivers include geopolitical tensions, trade policy developments, and macroeconomic uncertainty.* * Safe-haven flows linked to US trade policy and political uncertainties have driven renewed investor interest.*
129. https://tlt.ng/current-silver-spot-price-per-ounce-live-silver-rates-market-news/amp/ - * As of February 23, 2026, silver spot price in the US is approximately $77.62 per ounce. * Market driven by geopolitical tensions, safe-haven demand, and trade disruptions. * Silver surged by roughly 5% to $86.61 in some markets due to trade fears. * Market volatility has been high, with recent swings of nearly 10% intraday. * Market forecasts vary: J.P. Morgan expects an average of $81 in 2026, while Marko Kolanovic warns of a potential 50% decline. * Market factors include geopolitical developments, Federal Reserve policy signals, and supply/delivery issues.
130. https://bitcoinworld.co.in/silver-price-surge-trade-iran-tensions/ - * Silver markets experienced a significant upward movement, with a 4.2% increase in spot prices during Tuesday's trading session. * The rally is driven by US trade policy uncertainty and tensions in the Middle East, reflecting safe-haven demand. * Trading volumes for silver contracts increased by 37%, indicating institutional investors' reallocation. * Investment flows into silver-backed ETFs and coin sales have surged, demonstrating rising retail and institutional interest. * Market analysts highlight technical resistance levels around $28.50 per ounce, with support near $26.80. * Geopolitical tensions may impact mining operations and supply chains, influencing regional premiums and supply tightness.
131. https://pv-magazine-usa.com/2026/02/27/the-richest-silver-mine-isnt-underground-its-in-solar-panels/ - * Silver is essential for solar photovoltaics and is a significant driver of demand in the clean energy transition. * The article discusses declining ore grades of silver and increasing reliance on recycling and embedded silver in solar panels. * It highlights that modern solar panels contain silver at concentrations comparable to or higher than many mined ores. * The article warns that solar industry’s silver consumption could exhaust global reserves by mid-century if trends continue. * Recycling and technological advances may mitigate some constraints, but challenges remain in scaling supply to meet demand.
132. https://www.businesstoday.in/personal-finance/investment/story/silver-price-on-feb-27-white-metal-surges-rs-8300kg-nears-rs-27-lakh-as-geopolitical-tensions-lift-safe-haven-demand-518298-2026-02-27?utm_source=rssfeed - * Silver prices increased by Rs 8,300 per kilogram on February 27, approaching Rs 2.7 lakh, amid geopolitical tensions and tariff uncertainties.* * The rally was related to tensions involving Iran, the US, Pakistan, and Afghanistan, with reports of US troop build-up in the Middle East.* * Domestic silver futures on MCX climbed to ₹2,68,009 per kilogram, with analysts noting strong bullish sentiment despite short-term volatility.* * Market analysts highlighted support levels around ₹2,25,000–₹2,35,000 and potential for medium-term targets up to ₹3,00,000–₹3,25,000.* * Safe-haven demand and global geopolitical uncertainty support the outlook for gold and silver.*
133. https://www.investing.com/news/commodities-news/silver-squeeze-to-persist-in-the-near-term-amid-analyst-says-4533835 - * Silver is entering its eighth consecutive deficit year with inventories at an all-time low, according to RBC Capital Markets. * Market expects a 242 million-ounce deficit in 2025 and undersupply to persist in 2026. * Limited near-term response from mine supply and potential easing from secondary supply; overall deficit likely to continue. * Macro conditions support investment demand, with a weaker dollar and easier monetary policy. * Industrial demand, especially in solar, remains uncertain and could threaten future supply. * RBC recommends gold producers over silver due to industrial demand risks, but sees silver equities as attractively valued. * Solar accounts for 17% of silver demand; solar technology without silver could reduce high prices.
134. https://skillings.net/the-silver-surge-why-physical-investment-is-set-to-jump-20/ - * Silver posted a 147% gain in 2025, with physical investment forecast to reach 227 million ounces in 2026, a three-year high. * Exchange-traded product holdings stand at 1.31 billion ounces, with positive inflows in 2025 after two years of outflows. * Industry demand driven by energy transition applications and supply constraints have led to a persistent deficit, with no immediate response from production. * Institutional and retail investors are increasing exposure, driven by macroeconomic uncertainties and industrial demand trends. * The market's structural tightness and supply-demand fundamentals suggest a sustained upward price trend.
135. https://trak.in/stories/gold-silver-price-surge-amidst-middle-east-tension-silver-crosses-rs-10000-kg/ - * Gold and silver prices rose sharply on March 2, 2026, driven by geopolitical tensions in the Middle East. * Gold prices in India increased significantly, reaching recent high levels, while silver prices jumped by around Rs 10,000 per kilogram. * Global spot gold advanced to near $5,350 per ounce, a multi-week high. * The rise was attributed to intensified conflict in the Middle East and increased safe-haven demand. * Investors and consumers observed higher rates, with market analysts predicting prices may remain elevated if tensions continue.
136. https://euroweeklynews.com/2026/03/02/silver-set-to-surge-as-middle-east-strikes-rattle-global-markets/ - • Geopolitical escalation increases fears of broader conflict, impacting markets. • Investors seek safe-haven assets, driving demand for gold and silver. • Silver typically follows gold, but with more volatility due to market characteristics. • Silver's reactions may be heightened by market backlog and geopolitical risk premium. • Industrial demand concerns could influence silver prices opposite to safe-haven flows.
137. https://resourceworld.com/silver-one-drilling-for-geotechnical-pit-slope-study-at-candelaria-projec-nevada/?utm_source=rss&utm_medium=rss&utm_campaign=silver-one-drilling-for-geotechnical-pit-slope-study-at-candelaria-projec-nevada - * Silver One Resources has started a core drilling programme for geotechnical data at its Candelaria Silver Project in Nevada. * The work supports a pre-feasibility level pit-slope stability study, scheduled for completion in Q4 2026. * The project has a substantial resource with Measured & Indicated and Inferred classifications, including silver and gold ounces. * The project benefits from historical production, existing infrastructure, and resource expansion potential. * The company aims to advance its open-pit development and de-risk the project.
138. https://energy.economictimes.indiatimes.com/news/renewable/silver-surge-could-lift-solar-tariffs-by-1-3-and-boost-project-costs-up-to-27-lakh-per-mw-experts-say/128945661 - * Silver prices on January 29, 2026, breached ₹4 lakh per kilogram, impacting solar module costs and tariffs in India. * Industry experts estimate a 3-8% rise in module prices, leading to 1-3% increase in solar tariffs and up to ₹27 lakh per MW in project capex. * Rising silver prices may add significant costs to Indian solar projects, affecting investment and project economics. * Efforts are underway to reduce silver use in solar modules through optimisation and substitution, including copper paste and full copper metallisation. * The solar sector consumes 19-25% of global silver demand, with silver being critical for module manufacturing and grid infrastructure.
139. https://gestion.pe/economia/empresas/silver-mountain-alista-reinicio-de-la-mina-reliquias-en-huancavelica-para-el-tercer-trimestre-de-2026-y-avanza-exploracion-en-caudalosa-noticia/ - * Silver Mountain Resources anunció el reinicio de operaciones en la mina Reliquias en Huancavelica, previsto para el tercer trimestre de 2026. * La empresa inició una campaña de perforación diamantina en la mina Caudalosa de 14,000 metros, con resultados esperados en abril de 2026. * La reactivación de Reliquias incluye avances en perforación subterránea y almacenamiento de mineral para preparar la producción. * La instalación y mantenimiento de equipos en la planta de Reliquias continúa según lo planificado. * La compañía busca fortalecer su cartera de activos en Perú y contribuir a la economía local en 2026.
140. https://economictimes.indiatimes.com/markets/stocks/news/can-israel-iran-war-help-silver-hit-a-new-record-high-past-121-and-gold-over-5595/articleshow/128958983.cms - * Following the Israel-Iran conflict escalation, safe-haven assets like gold and silver see increased investor interest. * Silver reached $121, gold peaked at $5,594, and prices remain in an upward trend amid geopolitical uncertainty. * Experts predict potential for gold to surge past previous highs, with some suggesting it could reach $10,000 within five years. * Renewed tensions and risks of disruption in crude flows drive capital into precious metals and risk-off assets. * Market analysts see the current geopolitical scenario as supportive of further gains in gold and silver prices.
141. https://www.pv-magazine-australia.com/2026/03/03/premier-energies-unveils-zero-busbar-topcon-solar-cell/ - * Premier Energies launched India’s first zero-busbar (0BB) TOPCon solar cell at the Intersolar trade show in Gandhinagar. * The 0BB design replaces traditional busbars with ultra-fine silver lines, reducing silver consumption and increasing efficiency. * The new architecture improves mechanical flexibility, long-term reliability, and performance in Indian climates. * Premier Energies is expanding its solar manufacturing capacity through a INR 12.5 billion plan over three years. * The company aims to double its capacity and diversify into inverters, transformers, and battery systems.
142. https://www.americanbankingnews.com/2026/03/01/arete-wealth-advisors-llc-has-4-99-million-stock-holdings-in-ishares-silver-trust-slv.html - * Arete Wealth Advisors LLC raised its holdings in iShares Silver Trust (SLV) by 43.8% during the third quarter. * The firm's holdings were valued at $4.99 million at the end of the quarter. * Several other institutional investors also increased or added stakes in SLV during the second and third quarters. * Shares of SLV opened at $84.99, with a market capitalisation of $46.79 billion and a P/E ratio of -8.51. * The Trust owns silver held on behalf of shareholders, with activities limited to issuing shares in exchange for silver and related transactions.
143. https://www.americanbankingnews.com/2026/03/01/creekmur-asset-management-llc-has-513000-stake-in-abrdn-physical-silver-shares-etf-sivr.html - * Creekmur Asset Management LLC increased its holdings in abrdn Physical Silver Shares ETF (SIVR) by 12,714.4% during the third quarter. * The fund owned 11,533 shares worth $513,000 at the end of the reporting period. * Other institutional investors also increased or reduced their stakes in SIVR during the third quarter. * SIVR's stock opened at $89.26, with a fifty-two week range of $27.86 to $115.26. * The ETF aims to reflect the performance of silver bullion, less expenses.
144. https://skillings.net/mexican-mining-risk-security-policy-and-the-2026-investor-outlook/ - * In February 2026, security risks for Mexican mining companies increased due to cartel violence and fragmentation, notably after the death of El Mencho. * The abduction and killing of Vizsla Silver employees exemplified targeted violence, threatening operational safety. * Capital is shifting away from Mexico towards safer jurisdictions like Canada and the US, with security costs now embedded in operations. * Policy restrictions such as a freeze on new concessions and tightened environmental regulations further hinder Mexican mine development. * Mexico's central role in global silver supply is at risk, especially in Zacatecas and Chihuahua, with potential supply disruptions. * Companies are adopting defensive measures, and investors are reassessing risk-reward ratios for Mexican assets.
145. https://www.gurufocus.com/news/8677406/gld-rebounds-amid-middle-east-tensions-and-yield-decline - - SPDR Gold Shares (GLD) experienced a rebound after dropping 4%. - The rebound was driven by renewed buying interest in safe-haven assets amid escalating Middle East tensions. - Decline in yields from recent highs supported the recovery in gold prices. - The event involved market response to geopolitical tensions and financial market movements. - This development occurred in the context of safe-haven asset demand and gold price fluctuations.
146. https://www.business-standard.com/markets/news/safe-haven-rush-eases-as-inflows-into-gold-and-silver-etfs-retreat-126030400806_1.html - • Gold ETFs' assets under management (AUM) in India slightly declined in February. • January saw significant inflows into gold ETFs, with net inflows of ₹24,040 crore. • Silver ETFs experienced a 21% decline in AUM during February due to falling silver prices. • Investor profit booking and market volatility contributed to the moderation of inflows. • Geopolitical tensions in West Asia driven recent volatility in precious metals prices.
147. https://www.business-standard.com/markets/news/safe-haven-rush-eases-as-inflows-into-gold-and-silver-etfs-retreat-126030400806_1.html - * Gold ETFs' assets under management (AUM) decreased slightly in February to ₹1.83 trillion from ₹1.84 trillion in January. * Estimated net inflows into gold ETFs are around ₹7,000 crore for the month. * January saw gold ETF inflows of ₹24,040 crore, more than double December's ₹11,647 crore. * Silver ETF AUM declined by over 21% in February, indicating lower net inflows. * The moderation in flows is attributed to profit booking after a rally and increased market volatility, with geopolitical tensions influencing prices in March.