Arcadia Economics

President Trump signed a proclamation that launches a 180‑day countdown for negotiations on processed critical minerals—such as lithium, nickel, cobalt, rare earths, silver and copper—with the administration ready to impose price‑floor agreements and Section 232 trade restrictions if talks stall. In this episode Vince Lansancy breaks down the market fallout, the bullish outlook for well‑run mining companies, and the strategic implications for precious‑metal investors.

In this morning market roundup, Vince Lansancy explains that recent silver weakness is driven mainly by the annual Bloomberg Commodity Index rebalancing and forced ETF selling—not by a breakdown in physical demand—and that such mechanical events usually only temper existing trends. He advises traders to treat the sell‑off as temporary—short‑term shorts may profit, while long‑term investors can consider buying the dip once the rebalancing pressure eases.

okay.UBS has raised its silver price target to $85, arguing the rally is now fuelled by genuine physical shortages, tighter Chinese export controls, and a gold repricing that points to a stricter metals regime through 2026. Analyst Vince Lansancy notes the move is driven by real demand rather than pure speculation and suggests wealth‑ier clients capture upside by selling out‑of‑the‑money puts while watching key technical zones around the $70‑$80 range.

.The video reveals that Indian buyers are now paying a premium of roughly $8‑$10 per ounce for silver—similar to recent Chinese efforts to obtain the metal directly despite Western export restrictions. Host Vince Lansancy then examines the broader market impact, arguing that the price surge reflects a regime change rather than a bubble and offers cautious, low‑leverage trading advice.

craft.The video reports a widening silver shortage as Chinese solar manufacturers and an Indian firm are offering premiums of $8‑$10 per ounce to buy directly from Peru’s newly‑operating Kuya Silver, highlighting a shift toward direct offtake agreements amid tight global supplies. Host Chris Marcus also notes that silver prices have rebounded toward $78 per ounce and that the premium-driven demand could signal a lasting market trend heading into the New Year.

term volatility.Vince Lansancy breaks down the recent narrowing of the New York/Shanghai silver spread, noting that Shanghai futures have slipped while U.S. spot prices have risen, shrinking the gap from about $9 to roughly $5‑8 over the past 72 hours. He explains this convergence as a sign that rising Chinese demand is pulling global prices together at higher levels, signaling a shift toward a physical‑market‑driven upward trend despite short‑term volatility.

correct.Vince Lansancy breaks down the dramatic Sunday‑night surge and crash in silver, which spiked to $83.75 per ounce before plunging back to around $74—a swing of over 10% that he attributes to a massive short position being forced to liquidate. He also examines the broader forces reshaping the market—including heightened Chinese demand, bank involvement, and recent Fed liquidity injections—while warning traders to stay cautious amid the ongoing volatility.

.In this Arcadia Economics live show, Chris Marcus and Vince Lansancy break down the rapid swing in silver prices on Sunday night, highlighting how a surge in Chinese physical demand is pushing spot prices above futures and widening backwardation. The episode also features insights from mining CEO David Steiner on real‑world buyer interest and the broader implications for global supply chains.

.Chris Marcus breaks down silver’s unprecedented $8‑plus daily surge, highlighting the 11% jump to roughly $79 spot and the $8 rise in futures that marked the most historic day in the metal’s market. He explores a range of potential drivers—including tightening physical supplies in London and China, premium spikes, ETF shutdowns, and Fed policy expectations—while urging caution that the rally’s true catalyst remains uncertain.