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Supply & Demand

Supply & Demand

Mining output, refinery data, ETF flows and physical demand trends across precious metals markets.

47 articles

Latest Supply & Demand articles

Silver Supply Gets a Boost as La Colorada Expands
Supply & Demand

Silver Supply Gets a Boost as La Colorada Expands

Pan American Silver's updated economics for its flagship Mexican mine point to lower costs and a longer operational life - a meaningful supply signal with silver trading near $67.

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Gold and Silver Supply Shift as Coeur Closes Major Deal
Supply & Demand

Gold and Silver Supply Shift as Coeur Closes Major Deal

Coeur Mining's completion of its New Gold acquisition reshapes the mid-tier producer landscape, adding significant gold and silver ounces at a time when both metals trade near historic highs.

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Gold Jewellery Demand Surges Even as Prices Top $4,400
Supply & Demand

Gold Jewellery Demand Surges Even as Prices Top $4,400

Laopu Gold's blowout earnings reveal that consumer appetite for gold jewellery is not only surviving record prices - it's accelerating, challenging the conventional wisdom that high prices destroy.

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Gold's Mega-Merger Era Returns as Zijin Swallows Chifeng
Supply & Demand

Gold's Mega-Merger Era Returns as Zijin Swallows Chifeng

Zijin Mining's $2.6 billion takeover of Chifeng Gold marks the largest Chinese gold sector consolidation in years, signalling that producers are betting on sustained high prices by locking in ounces.

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Gold's Next Supply Source - Old Waste Rock
Supply & Demand

Gold's Next Supply Source - Old Waste Rock

With gold still above $4,500 despite a sharp weekly pullback, junior miners are finding that yesterday's waste dumps are today's viable ore bodies - and one Vancouver Island project shows exactly how.

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Silver Miners Rally Even as the Metal Sheds 19%
Supply & Demand

Silver Miners Rally Even as the Metal Sheds 19%

Silver mining equities are finding support from strong production fundamentals even as spot silver endures its sharpest monthly pullback in years - a divergence worth watching closely.

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Gold's Richest Undeveloped Mine Has a Royalty Problem
Supply & Demand

Gold's Richest Undeveloped Mine Has a Royalty Problem

A previously undisclosed royalty held by Teck Resources over Barrick Gold's Fourmile project in Nevada could complicate plans to spin off or IPO the world's most valuable undeveloped gold deposit,.

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Gold at $4,866 - Britons Are Selling Their Jewellery
Supply & Demand

Gold at $4,866 - Britons Are Selling Their Jewellery

Record gold prices are triggering a wave of jewellery liquidation across UK pawnbrokers, a behavioural shift that signals both consumer stress and a meaningful change in scrap supply dynamics.

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