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.

sentences.Silver has surged to around $81‑$82 an ounce as Chinese futures trade at a persistent premium to Western benchmarks, regulators crack down on hoarding, and a major China‑based silver ETF experiences sharp price distortions. Meanwhile, mounting stress in the London bullion market and elevated swap rates signal physical shortages, indicating the rally is driven by supply constraints rather than speculative leverage.

Vince Lansancy breaks down the latest gold and silver price action, Treasury and Fed signals, and his 2026 outlook that ETFs, stablecoins, and high‑margin futures will likely eclipse physical ownership, urging investors not to sell their bullion. He also examines the historical triggers that could halt the silver rally and highlights the recent Dolly Varden‑Contango merger as a key indicator of changing industry dynamics.

two sentences.In this episode of Arcadia Economics, Chris Marcus and author Shemislaw Redsky analyze silver’s historic breakout above $71, attributing the surge to intensifying physical shortages, record lease‑rate spikes, and exploding demand from AI, solar‑energy and its new status as a U.S. strategic‑critical mineral. They also promote Redsky’s new book, which details 100 price‑catalysts and offers a discounted holiday‑gift bundle for investors wanting a concise roadmap to the market’s escalating stress.

In this video, Vince Lansancy discusses Hong Kong's advancement in establishing a global gold supply chain infrastructure, marking a significant step towards integrating gold as a central component of the international monetary system. He emphasizes the completion of trading, storage, and clearing frameworks, positioning gold as a tangible asset in an evolving financial landscape, while also analyzing current market trends and providing insights into the future of precious metals.

In this live Q&A session, Chris Marcus discusses the recent surge in silver prices, breaking through the $70 mark, and delves into the implications of silver entering backwardation. He analyzes ongoing supply issues and market dynamics while inviting viewers to engage with their questions about the evolving landscape of gold and silver investments.

Vince Lansancy explains why silver is climbing despite apparent abundance, pointing to refinery bottlenecks, strategic accumulation ahead of the Jan 2026 Section 232 tariff window, and the new macro‑commodity cycle that treats metals as geopolitical assets. The segment also reviews market data, Goldman Sachs' 2026 outlook, and offers insights on price discovery and potential tokenized silver products, urging viewers to consider the implications before making investment decisions.

In this episode of The Morgan Report, host David Morgan sits down with precious‑metals analyst Taylor Kennedy to explain why the current gold‑and‑silver rally signals a deeper shift—from fearing price volatility to fearing counter‑party failure amid geopolitical upheaval, digital‑control trends and looming CBDC surveillance. They argue that protecting wealth now means owning physical metal and diversifying storage, because trust in fiat currencies, banks and the broader financial system is rapidly eroding.

.A new 401(k) rule effective February 1, 2026 will finally permit precious metals—especially silver—to be held in employer‑sponsored retirement plans, opening the door for potentially $250‑300 billion of assets and up to 300 million ounces of silver to flow into these accounts over the next few years. The video explains how this structural shift could create a massive, long‑term source of demand for metals, why most Americans currently lack exposure, and what investors should consider when evaluating the risks and opportunities of adding physical metals to their retirement portfolios.