Are silver prices about to CRASH next week?
Next week's commodity index rebalancing could force massive selling of silver futures, pushing prices lower regardless of fundamentals. Silver faces the largest selling pressure among major commodities, with rebalancing demand at -25% of open interest. Index funds will be forced to dump silver futures just to rebalance. Why? Silver's recent surge was driven by speculation, not fundamentals, fueled by ETFs, retail traders, and thin liquidity. Source: DB, Global Markets Investor
As highlighted by Lia the Trader @Liathetrader on X BEWARE $SILVER holders ‼️
The 2026 commodity index rebalancing (BCOM & GSCI) kicks off this week, forcing big adjustments in holdings. Precious metals stand out with massive estimated outflows—over $6.8B in gold and $6.8B in silver selling pressure. Silver's weight in BCOM drops sharply from ~9.6% to ~1.45%, triggering passive funds to dump futures. This could create short-term downward pressure on silver prices starting Thursday (Jan 8-14 roll period). Silver is trading around $78/oz today after huge 2025 gains (~150%), making it a prime rebalancing target. Expect volatility—analysts warn of potential dips, but fundamentals (industrial demand, deficits) remain bullish long-term.
All of the World’s Silver Reserves by Country, in One Visualisation:
• Peru alone holds roughly 22% of the World’s known Silver reserves. • Mexico dominates global Silver production, but its reserve base is much smaller than several peers. Source: Silver Gold News @SilverGold_News
Uranium, $URA extends it’s rally, gaining +5% The bull market is broadening
Source: Hedgeye
Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨
(of course performance helped) Source: Barchart, Bloomberg
Speculators Are Moving Towards Commodities
Gold, gasoline, silver and copper have the largest net longs, along with emerging currencies related to resources, BRL and MXN. Chart below is in raw percentage terms, that is the net long position as a percentage of open interest. Source: zerohedge, Bloomberg, Macrobond
LME Copper surges to $13,000 for the first time to new record high
Source: www.investing.com
Beware about current rumours circulating on X today about silver squeeze hitting mega banks...
Nothing has been verified yet
