SD Bullion

Platinum and silver are heating up—are you paying attention? In this episode, we break down China's stunning platinum import numbers and the quiet supply crunch reshaping the precious metals landscape. Silver's surge is no fluke either, with industrial demand and retail momentum building fast. If you want to understand where the smart money is heading in 2025, you won't want to miss this. Download now and get ahead of the curve before the breakout becomes the headline.   China's Platinum Buying Surges: In April 2025, China imported 11.5 metric tons (370,000 oz) of platinum—equivalent to 98% of the entire NYMEX platinum warehouse stock—signaling aggressive demand amid global supply deficits. Platinum Poised for Rerating: Platinum's rally above $1,100/oz may mark the sixth breakout from consolidation since the early 2000s. The metal remains undervalued relative to gold, especially with industrial, jewelry, and investment demand rising in Asia. Silver Fundamentals Strengthen via Solar Demand: China continues to expand solar infrastructure at record pace, bolstering industrial demand for silver and setting the stage for continued price strength.

Central banks stockpile bullion as Western investors risk being caught off guard. The European Central Bank just issued a stark warning about a potential gold bullion short squeeze—confirming what seasoned investors have suspected for years. Central banks are piling into gold while Western investors remain dangerously underexposed. With gold prices surging and paper markets showing cracks, the window for acquiring physical bullion at suppressed prices may be closing fast.   ECB Acknowledges Gold Market Distortion: The European Central Bank (ECB) has formally recognized the mounting risk of a global gold bullion short squeeze, citing decades of systemic price suppression via leveraged derivatives. This marks a pivotal shift in official sentiment.   Gold Bullion Demand Surges Globally: Central banks, particularly in emerging markets, are aggressively increasing gold reserves. Poland recently surpassed 509 metric tons, positioning gold as over 20% of its national reserves—a benchmark now echoed by institutions like Goldman Sachs.   Western Bullion Reserves Alarmingly Low: While emerging economies ramp up bullion exposure, Western investors remain dangerously underexposed. UBS data reveals family offices hold a mere 2% allocation to precious metals, leaving portfolios vulnerable in a currency devaluation scenario.  

Moody's has officially downgraded U.S. debt, sending shockwaves through the financial world and raising serious questions about America's fiscal future. Meanwhile, gold is cooling after a blistering start to 2025—but is another breakout above $3,000 on deck? China's massive gold demand surge and a rare move by Ray Dalio's fund are turning heads across global markets. And with silver on the verge of a breakout, could a precious metals mania be just getting started?   Moody's Downgrade: Moody's has officially downgraded U.S. debt below AAA, citing unsustainable government spending—making it the last of the big three rating agencies to do so. Long-Term Bond Bear Market: The U.S. bond market may be entering a prolonged bear market aligned with escalating government debt. Gold Price Consolidation: After a surge in early 2025, gold prices are undergoing a correction; investors are watching closely for the next support level.  

Buffett's long-term success was built on compounding—but that only works as long as the currency holds its value. Even Warren himself recently hinted that the U.S. dollar is in trouble over the coming decades, and our current leaders aren't equipped to fix it. Meanwhile, gold and silver continue rising quietly, with silver's supply-demand gap widening and central banks hoarding bullion.  Gallup Shows Gold Sentiment Climbing A recent Gallup poll shows nearly 1 in 4 Americans now view gold as the best long-term investment—yet physical bullion sales remain quiet. Classic case of sentiment leading price Buffett's Long History with Silver Back in the late '90s, Warren Buffett's Berkshire Hathaway bought nearly 130 million ounces of silver—so much that it spiked lease rates to 70% annually. They sold in 2006, likely under pressure during legal negotiations. Gold vs Berkshire Since 2000 Gold has outperformed Berkshire Hathaway stock over the last 27 years—despite Buffett's public criticism of gold.      

Over the past century, the battle between precious metals and paper assets has swung wildly — and today, both gold and silver are flashing signs of being massively undervalued. While gold has already begun its breakout, silver is the coiled spring, historically known for explosive catch-up moves when it finally runs. Real estate and stocks may look solid in dollar terms, but measured in bullion, the cracks are already showing. If you're curious about where true value is heading, now's the time to dig deeper — the charts and history don't lie.

Gold recently hit a new nominal high, echoing historical patterns from the late 1970s when gold and silver prices surged dramatically, and today's economic fragility suggests much higher precious metals prices are still ahead. Central banks, especially in emerging markets, are aggressively accumulating gold as faith in the U.S. dollar weakens, signaling a broader structural shift in the global monetary system. Meanwhile, silver remains deeply undervalued relative to gold, and with surging demand from Asia and persistent supply deficits, it is poised for a powerful breakout as the bullion bull market matures.

Gold prices have surged over $700 this year, recently surpassing $3,350 per ounce, with some analysts forecasting a potential rise to $3,500 by the end of May. This rally has been fueled by strong central bank demand—particularly from emerging markets—alongside increased speculative activity in derivatives markets. While short-term corrections are expected, possibly dipping below $3,000 over the summer, the long-term trend remains bullish. Silver, which has lagged behind gold, is projected by some to reach $38–$42 per ounce this year, with the potential to retest its historic highs if momentum builds. The global silver market also faces a growing supply deficit, now projected at nearly 149 million ounces for 2024.

Gold prices have recently soared to unprecedented levels, surpassing $3,245 per ounce, driven by escalating U.S.-China trade tensions and investor demand for safe-haven assets. The imposition of steep U.S. tariffs—up to 145% on Chinese imports—prompted retaliatory measures from Beijing, intensifying global market volatility and diminishing confidence in traditional assets like the U.S. dollar and Treasuries.

Gold and silver prices tumbled in a volatile trading week, with gold fighting to hold $3,000/oz and silver erasing months of gains. The gold-silver ratio surged past 100:1—signaling historic undervaluation. Bullion was exempt from new tariffs, fueling massive COMEX inflows and setting the stage for a potential precious metals mania.

A new wave of silver stackers is organizing a coordinated buying event, reviving interest in silver squeeze movements. A high-net-worth tech entrepreneur surfaced on Twitter, revealing he has pulled 12.69 million ounces of silver from COMEX over four months after shifting away from ETFs. Precious metals prices are climbing, with silver surpassing $34/oz and gold reaching a record $3,082.57/oz, while analysts suggest silver may soon outperform gold. Market trends indicate growing institutional interest in bullion, with signs of continued tightening in global silver supply and increased demand from major investors.

Gold reached a record high of $3,023 per ounce, with significant flows from Swiss refineries to the US and predictions it could rise to $3,500 by year-end. Global demand remains strong with Western investors experiencing FOMO and Vietnamese consumers standing in long lines to purchase gold, while India faces a $13 billion loss from its sovereign gold bond program. Despite the current gold-to-silver ratio being historically high at 91, analysts remain bullish on both metals due to factors including record debt markets, deficit spending, and worldwide fiat currency proliferation.

Gold recently surpassed $3,000 an ounce, reflecting accelerating fiat currency devaluation as central banks shift to bullion reserves over bonds. Both gold and silver have outperformed dividend-reinvested stock indices this century, despite financial education largely ignoring precious metals since the 1970s. Rising precious metal prices correlate with concerning US budget deficits, higher interest expenses, and dollar weakness, validating physical bullion as protection against fiscal irresponsibility.

London silver reserves hit critical lows with an 18% drawdown last month. Analysts warn of supply shortages as silver inventories reach record lows and lease rates climb. Amid market uncertainty and tariff threats, experts predict silver prices will surge as derivatives markets face a potential supply squeeze.

This week's SD Bullion Market Update covers Elon Musk's appearance on Joe Rogan and Luke Gromen's insights on gold, debt, and the U.S. financial system. It highlights the growing U.S. debt crisis, the historical value of gold relative to debt, and the potential for a gold revaluation. Platinum market trends, including backwardation and historical price ratios, are also analyzed.

Trump makes plans to visit Fort Knox as gold takes center stage in the 21st-century bullion bull market. From COMEX inflows to silver supply deficits, explore why we're still early in the gold and silver rally. Don't miss this deep dive into market shifts, central bank moves, and what's next for precious metals.

Explore theories about potential US gold revaluation from $42 to $3,000 per ounce, the speculative Mar-A-Lago Accord involving global powers, and current gold market dynamics including price spikes, supply shortages, and regional premium differences. Learn why gold's 2025 performance is multiple standard deviations above historical averages.

We invited the Perth Mint for an in-person visit to our facilities for a tour of the SD Bullion Vault. We were fortunate to sit down with them after the tour to learn more about what makes the Perth Mint special. We asked them a ton of questions that we hear from our customers. We learned a lot about Perth Mint products including some of the fan favorites such as the Lunar Series coins, Kangaroo coins, Kookaburra Coins, and Koala Coins. Being responsible for creating some of the world's most popular animal coins, the Perth Mint shares what coins are the customer favorites and what makes them so popular. We also get the inside scoop on Perth Mint's growth strategy as well as their historical presence within the local community of Perth. We learned about all of this and more in today's episode of the SD Bullion Podcast. We hope you enjoy this exclusive access to one of the world's largest mints, brought to you by SD Bullion.

In January 2025, the London gold and silver markets are experiencing unprecedented withdrawals, with 4.8 million ounces of gold and 71 million ounces of silver being pulled from inventories amid rising geopolitical tensions and potential market manipulations. The Bank of England is managing significant gold withdrawal challenges, while the Trump administration is exploring using gold reserves as a policy tool to stabilize the US dollar and global economic dynamics. The spot gold price has dramatically increased to $2,860 per ounce, central banks are consistently purchasing over 1,000 tons of gold annually, and the market remains largely opaque with complex movements occurring between London, Switzerland, and US warehouses.

There is unprecedented uncertainty in the precious metals markets, driven by potential Trump tariffs and potential disruptions to silver and gold imports from Mexico. The Bank of England is experiencing significant gold withdrawal delays of 1-2 months, challenging the traditional spot gold market's prompt delivery model. The global silver market faces a projected supply deficit of 149 million ounces in 2025, marking potentially the seventh consecutive year of demand outstripping supply. Spot gold has reached a new record nominal high of nearly $2,800 per ounce, while the market grapples with massive pricing discrepancies and potential market-shaking tariff exclusions.

Gold continues to lead the precious metals rally, reaching new all-time highs in multiple currencies including the US dollar at $2,771/oz, while silver lags behind at $30.57/oz with a gold-silver ratio of 90. Major supply constraints are emerging in the silver market, with US refineries facing three-month backlogs for COMEX Good Delivery Bars and industrial consumers struggling to source reasonably priced physical silver, amid a reported billion-ounce supply deficit over the past six years.

Precious metals markets are under pressure as gold hits $2,725 amid massive COMEX inflows and depleted London vaults, with gold lending rates surging to 15% and concerns mounting over potential Trump tariffs. Unprecedented demand continues as Chinese buyers pay 10% premiums for industrial silver while London vaults empty, creating historic divergences between spot and futures prices.

The silver market is showing signs of stress in early 2025, with prices over $30/oz and a widening gap between COMEX futures and London spot prices. A significant supply deficit of 282 million ounces was reported for 2024, while London inventories have fallen to near-record lows. Despite increased COMEX inventories, much of the available silver is tied to ETF holdings, creating conditions for a potential physical supply shortage. Analysts suggest the market is approaching a breakout moment that could surpass its 1980 highs.

Gold began 2025 trading above $2,650 per ounce, following a record high near $2,800 in October 2024, amid unprecedented central bank buying of roughly 1,000 metric tonnes annually for three consecutive years. The precious metal has gained nearly 70% since 2020 despite a strong US dollar, challenging the conventional wisdom that gold prices must fall when the dollar strengthens.

The precious metals market showed strong performance in 2024, with gold reaching $2,618 per ounce and silver hitting $29.34 per ounce, representing roughly 25% gains against the US dollar. Global markets reflected this strength, with significant gains against major currencies including the Euro (35%), Chinese Yuan (30%), and particularly strong showings against the Australian and Canadian dollars (38% losses). Professional analysts maintain a bullish outlook for 2025, with widespread predictions of gold reaching $3,000 per ounce and silver potentially hitting $40 per ounce. The report notes concerning market concentration in the S&P 500, where 10 companies now represent 40% of the index, suggesting potential market vulnerabilities despite ongoing interventions.

Discover how the Federal Reserve's latest rate cut slammed gold and silver spot prices spurring market volatility, U.S. dollar strength, and record bullion buying in China and India amidst global economic shifts.

Discover insights from OMFIF's report on the looming bullion short squeeze, China's gold reserve growth, and the global implications of BRICS strategies. Learn how gold and silver markets are reacting to economic shifts, tariffs, and industrial demand.

SD Bullion sat down with Argor-Heraeus leadership to talk about their Gold Bars features of security technology, traceability, & counterfeit prevention. Investors' trust their Argor-Heraeus gold bar purchased from SD Bullion. We recently invited the Argor-Heraeus Mint management to our vault. While they were there, we did an exclusive Podcast with them. It was great to learn what separates them from other mints. We got to ask them the same questions we get asked every day by our customers. We hope you enjoy this exclusive access to Switzerland's largest gold refiner, brought to you by SD Bullion.

Explore the dynamic interplay between Bitcoin and gold as Bitcoin hits $100,000 amidst volatility, gold achieves record highs, and geopolitical shifts reshape global reserves. From El Salvador's $3 trillion gold claim to Trump's 2016 assertion, 'Other Places Have the Gold,' uncover insights on market trends, central bank moves, and the future of precious metals and cryptocurrencies.

Explore Warren Buffett's insights on the $84 trillion Great Wealth Transfer and its impact on families, financial planning, and the bullion market. Learn why transparency in wills and prudent wealth distribution are key, alongside bullion trends and Buffett's philanthropic legacy.

Explore the latest trends in the gold and silver markets, including key factors driving prices, global demand, and investment forecasts. Discover why hedge funds are selling off gold, how India and European central banks are impacting demand, and projections for silver's future in industrial applications.

Trump's election win caused a dramatic drop in gold and silver prices, likely due to price intervention to prop up the failing dollar. A record COMEX futures volume spike accompanied the price swing. The CME created a 400 oz gold futures contract to appear to have more supply than exists, but there is believed to be insufficient physical gold available when true demand surges. India's central bank has repatriated and bought substantial gold as most poll respondents continue accumulating, with gold still undervalued compared to fiat currency.

India has flexed its financial muscle by repatriating 102 metric tonnes of gold bullion from London, while its domestic silver demand now matches U.S. levels. Though India's sovereign gold allocation remains at just 10% compared to Western nations' 70%, their growing influence in precious metals markets is evident through strong buying patterns and expanded domestic production, highlighted by Hindustan Zinc's push to become the world's largest silver producer.

Learn about the latest analysis on US Treasury Head Janet Yellen's actions, the BRICS impact on precious metals, and silver's potential surge with James Anderson and Dale Pinkert from FOREX Analytix. Uncover why silver demand is rising globally, India's renewable goals, and what Paul Tudor Jones predicts for inflation and the US dollar.

This week's market update analyzes the recent performance of gold and silver, highlighting their price increases in Australia and Canada. It positions gold as a safe haven during economic uncertainty and emphasizes its growing value compared to traditional currencies and digital assets. Finally, the video forecasts significant price increases for both metals, citing industry expert predictions.

See how gold continues to lead the global bullion bull market, outpacing other precious metals, with central banks buying record gold reserves and growing demand for silver and platinum in key industries.

The global silver market faces ongoing supply deficits, with demand outpacing supply for years to come. As silver prices climb, driven by supply constraints and increasing demand, experts foresee a potential bull market that could push prices beyond $50 per ounce. Discover the fundamental factors driving this trend and how it impacts the future of precious metals investments.

Western investors continue to overlook silver's potential, as the precious metal remains 36% below its historical highs. With tightening supply, strong market fundamentals, and Chinese stimulus driving demand, silver may be poised for a significant rally. Learn more about the current bullion market trends in gold and silver.

Gold surpasses $2,600/oz as India imports record levels of gold and silver. Explore the impact of global demand, price manipulation, and the potential for silver to catch up in the ongoing bullion market. Learn why gold's value is rising amidst economic uncertainties and what lies ahead for precious metals.

Gold prices reach record highs worldwide as most Americans remain unaware of its rising value. With global central banks increasing reserves and the US dollar losing 99% of its value, gold's role as a store of wealth grows. The upcoming BRICS summit may further shift the global financial system toward gold.

The U.S. job market saw a sharp decline in job postings, with native-born workers losing jobs while immigrants, both legal and illegal, gained employment. The U.S. stock market has lost over $1.78 trillion in value, and gold is outperforming stocks but hasn't yet fully broken out. Silver, while still relatively undervalued, is expected to outperform the S&P 500 later in the decade. In Australia, silver prices are nearing record highs, driven by demand outstripping supply, and this trend could soon impact the U.S. market.

Fitch Ratings has expressed concern about the United States' burgeoning deficit, which is currently at 8.1% of GDP. This alarming figure is a sign of the country's financial instability and raises questions about its long-term economic health. The deficit is likely to put pressure on the US dollar and could lead to higher interest rates, making it more expensive for businesses and consumers to borrow money.

This analysis explores the recent Federal Reserve rate cut pivot and its potential impact on the precious metals market. It highlights the mechanics behind a $400 per ounce silver price target, driven by central bank buying, silver fundamentals, and a manipulated market.

Discover the latest gold and silver market trends and analysis. Learn about record-breaking gold prices, potential stock market bubble, increasing silver demand, and expert predictions for future price movements. Is physical bullion a preferred investment during these uncertain times?

Gold futures surged to record highs, fueled by expectations of future interest rate cuts and a potential weakening US dollar. This update explores the factors driving gold's rally, including the Federal Reserve's stance, geopolitical tensions, and rising investor demand. It also analyzes predictions for gold's future price movement and the potential for a silver price surge.

Silver price plunges amid market turmoil as Federal Reserve rate cut expectations rise. Explore the impact on the bullion market, India's precious metal import cuts, and the looming US debt crisis. Discover why the silver price could be poised for a significant rebound.

Discover the impact of the largest cyber failure and an assassination attempt on Donald Trump on the gold market. Learn about the global disruptions, market fluctuations in silver and gold, and why younger generations are increasing their bullion investments. Stay updated with the latest trends and expert insights on the future of gold.

This week's market update explores long-term gold price targets in a scenario where investors flock to bullion as confidence in fiat currencies wanes. It analyzes historical trends, central bank actions, and potential tipping points for gold prices. Learn why gold might significantly outperform bonds and other assets in the coming decades.

This SD Bullion Market Update discusses rising gold and silver prices, potential copper shortages, and central banks' increasing gold reserves. Analysts have varying predictions for gold, with Invesco expecting flat performance and The Daily Gold forecasting significant growth. The update also debunks a rumor about a large company taking delivery of COMEX silver.

See how gold and silver performed in the first half of 2024. This SD Bullion Market Update explores price movements, analyst projections, and the impact of China's solar power ambitions on silver demand.

Ted Butler, a precious metals analyst, dedicated his career to exposing manipulation in gold and silver markets. This week's Market Update explores Butler's work, the East-West price divide, central bank gold buying, and the potential for a future precious metals mania.

This week's market update argues that silver prices are being manipulated but have strong fundamentals due to rising demand, especially for solar panels. Silver reserves are being depleted, while gold is being accumulated by central banks. James Anderson believes silver is undervalued compared to the stock market. Is now the time to add silver bullion to your portfolio?