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Will gold and silver still be promising in 2026? Market supply and demand dynamics and geopolitical situations are key
【BlockBeats】There is an interesting phenomenon: the precious metals market has recently started to attract attention again. The commodities analysis team at ANZ Bank has shared their view: gold and silver will perform well in 2025, but by 2026, the outlook for these two commodities still seems promising.
Why is that? There are actually several reasons. First, the external environment is uncertain—geopolitical tensions flare up from time to time, and during such periods, capital naturally flows into safe-haven assets, with gold being the most classic safe-haven asset. Additionally, two other factors are also exerting influence: debates over the independence of the Federal Reserve and issues related to US fiscal discipline. These continuously drive capital into the gold market.
The logic for silver is a bit different. Physical supply is currently quite tight, which directly leads to volatile prices. But the key point is that the market remains in a state of supply shortage, coupled with strong industrial demand, which provides substantial support for silver prices. If tariff exemption policies are confirmed and implemented, it could indeed ease some supply pressures, but the overall supply-demand imbalance cannot be changed in the short term.
The last signal worth noting is that the bank expects gold trading prices to potentially break through $5000 per ounce in the second half of the year. If this number is actually realized, it will have a significant reference value for overall asset allocation.
Getting a bit tired of it; whether it can really rise depends on the actual situation.
The "supply cannot meet demand" story has been heard countless times before.
The real variable is tariffs; that's the key.
2026 is still too far away; let's focus on holding positions for next year first.
The tight silver supply is real, but industrial demand needs to keep up as well.
Speaking of which, safe-haven demand still supports the market; but what if risk sentiment improves?
Can this round of gains last until next year? I'm a bit skeptical.
Silver supply shortages are real, and industrial demand is also genuine. It all depends on how the Federal Reserve will tinker next.
Geopolitical tensions rising cause gold to go up— isn’t this logic quite obvious...
Good prospects before 2026? It depends on when inflation truly cools down; otherwise, it’s all just on paper.
The story of supply and demand shortages is told every year. When has silver truly exploded...
In an era of rotating safe-haven assets, who still only focuses on precious metals?
It sounds good, but isn’t it just betting on political risks?
The Federal Reserve’s fiscal issues pushing up gold prices? That’s been digested long ago; there’s nothing new.
The silver supply shortage is real, but 2026 is still far away. Let's see how the macro environment evolves first.
Regarding the Federal Reserve, honestly, it's just that funds can't find a place to go, so they pile into precious metals.
When supply can't meet demand, holding is necessary. The logic is sound, but there's always a risk that policy shifts will make everything pointless.
Didn't finish talking about tariffs? It seems this is the real variable for silver.
Geopolitical games never end, and there's always a market for safe-haven assets. I agree with this logic.
The tariff exemption part wasn't finished; that's the real key, brother.
The tight silver supply sounds good, but can industrial demand really support the prices... it's a bit uncertain.
If the Federal Reserve can't handle this mess, gold will have to rise; there's no escape.
The outlook for 2026 sounds good, but is it risky to enter the market now?
The tight silver supply is worth paying attention to, as industrial demand is supporting the market.
2026 is still far away; let's first see if 2025 can stabilize before making any judgments.
ANZ Bank's assessment is a bit conservative; it seems they haven't fully grasped the macro picture.
I've heard the story of supply and demand shortages too many times; ultimately, it depends on how the Fed will act.