Now, with geopolitical risks simmering, industrial demand soaring and inflationary pressures returning, all eyes are on one key level: $50.
From Consolidation to Explosion: Why H2 2025 May Be Silver’s Perfect Storm
On paper, things may appear normal. But beneath the surface, the second half of 2025 is shaping up to be one of the most volatile economic stretches in recent history.
From rising tensions in the Middle East to the looming expiration of Trump’s 90-day tariff pause – markets are bracing for fresh shocks. Central banks are cornered, inflationary pressures remain elevated and sovereign debt has hit unsustainable levels. In short: traders and investors are scrambling for safe-assets.
Silver sits at the crossroads of this macro storm. Unlike Gold, it offers not only monetary protection – but also industrial utility. According to analysts at GSC Commodity Intelligence – “Silver is critical to the Green Energy transition, Electric Vehicles, Solar Panels, and the AI Data Centre boom. This dual role makes Silver the most asymmetric trade setup of the decade”.
Momentum Meets Macro Tailwinds
After spiking to $37 an ounce earlier this month, Silver has pulled back modestly to the $36 area. Some sceptics see this as a stalling point. However, GSC Commodity Intelligence notes – seasoned traders view this as classic consolidation. In other words “a pause before Silver’s next leg higher”.
“The setup is identical to what we saw in 2011,” say analyst at GSC Commodity Intelligence. “Every major Gold breakout has historically been followed by an even more explosive surge in Silver. We saw it in the 1970s, we saw it in 2011 – and we’re seeing the early stages again now.”