Silver’s Historic Surge: The $100 Threshold in Sight

The silver market is experiencing unprecedented momentum, with its price trajectory appearing almost vertical. The white metal is charging toward the psychologically significant $100 per ounce level, driven by a powerful confluence of fundamental shortages and geopolitical unease. This rally represents far more than speculative fervor; it is underpinned by a tangible scramble for physical metal that is exposing critical market strains.

Two primary forces are fueling the current price explosion. First, a structural supply-demand deficit has reached a critical point. Industrial consumption, particularly from the photovoltaic, electric vehicle, and 5G technology sectors, continues to permanently outstrip available supply from mine production and recycling.

Second, this fundamental tightness is being intensified by geopolitical tensions. Recent US tariff threats against Europe have injected significant nervousness into markets, traditionally driving capital toward hard assets considered safe havens.

The price action tells the story: closing at $94.53 on Monday, silver achieved a fresh 52-week high. Since its low in November 2025, the metal's value has more than doubled, with an astonishing gain of approximately 39.50 percent in the last 30 trading days alone.

Should investors sell immediately? Or is it worth buying Silber Preis?

The Squeeze on Physical Inventories

A particularly explosive development is unfolding within the physical delivery systems of major exchanges like London and Chicago. Large-scale buyers and investors are increasingly moving beyond paper contracts to demand actual delivery of bullion. This surge in physical settlement requests is ruthlessly revealing depleted stockpiles. Analysts view this trend as a substantial risk to established paper markets, as covering the multitude of derivative contracts with real metal becomes progressively more difficult.

Technical Indicators Signal Overheated Conditions

From a chart perspective, the rally has adopted a parabolic shape. The spot price now trades over 32 percent above its 50-day moving average, a clear indicator of extreme overbought conditions. This dynamic is characteristic of a "short squeeze," where traders who bet against the price are forced to buy back their positions to limit losses, thereby creating additional upward momentum.

The market environment remains highly volatile. A sustained breakout above the crucial $100 resistance level would propel silver into uncharted historical territory with no immediate technical ceilings. Conversely, if buyers fail to conquer this barrier, the current elevated volatility makes a sharp corrective pullback a likely outcome for market consolidation.

• Unprecedented Rally: A 39.50 percent advance has been recorded in just one month.
• Structural Shortfall: Industrial demand consistently exceeds available supply.
• Delivery Pressure: Soaring requests for physical metal are straining paper market mechanisms.