Topic: Supply And Demand

Dr. Kirk Elliott reports that silver has seen a 66% year-to-date increase as of late January 2026, driven by massive industrial demand and supply shortages. China is reportedly paying a $9 premium over spot prices to secure silver for manufacturing, while U.S. efforts to block strategic waterways in Venezuela have further constrained supply. This is described as a fundamental supply-and-demand shift rather than a speculative bubble.

Dr. Kirk Elliott explains that the London silver exchange has effectively run out of physical metal to meet delivery demands. He analyzes a massive trade for 400 million ounces of silver—nearly half the global annual mining supply—which he believes forced the Comex to halt trading to prevent a bank default.

Silver is facing a desperate supply deficit, with inventories at the COMEX depositories running low. Major manufacturers like Sony and Tesla are expected to pay any price necessary to secure the silver needed for their products. This supply-and-demand pressure is predicted to eventually break the long-standing manipulation of the silver market.

Silver is currently viewed as a more bullish investment than gold due to its high demand in manufacturing for electronics, solar panels, and electric vehicles. As inventories at the Comex reach record lows, industrial users like Tesla and Samsung may be forced to pay significantly higher prices to secure the metal. This supply-and-demand imbalance is expected to cause a price explosion regardless of market manipulation.

The segment addresses concerns about "vaccine shedding" based on Pfizer's own clinical trial literature. Alex Jones argues that the global economic collapse and rising food prices are part of a strategic trade war to ensure China's dominance. He urges listeners to use PrepareWithAlex.com to secure food supplies before further scarcity and inflation occur this summer.