Tag Archives: gold supply

While this year has been especially lackluster for gold with its price slumping 8% YTD and down 35% from its high.in 2011 this out-of-favor asset class now deserves a place in investment portfolios. Here's why.

At its current pace there are 3 developments underway that paint an ominous picture of new gold supply soon becoming unable to keep up with demand which will push gold prices higher. In the meantime, the longer prices stay at current levels, the greater the impact. This setup makes current gold prices a must-buy opportunity.

The amount of gold becoming available for production in the near term will be well under 50% of that currently being produced and the longer-term downward trend in discoveries will likely continue for at least the next few years.

Gold, like any merchandise, changes price according to supply and demand. In this article, we look at the supply and demand to understand where the gold price is possibly heading.

Is it time to throw in the towel? Is the bull market in precious metals really over? I don't think so because my analyses suggest that nearly all of the fundamental factors that have been driving the gold price higher in the past decade have only strengthened in the past two years. Now that the correction has most likely run its course, I expect gold to bounce sharply higher. Here are 10 reasons why.

How should investors approach sub $1,300 gold? The Bull and the Bear case is presented here as analysts each take a side and answer five questions.

Within the planet’s crust, there is only 1 gram of gold for every 250 tonnes (550,000 lbs) of earth. Gold’s rarity means that finding economic deposits is extremely difficult. To understand how gold mining and supply work, we must first unearth how gold deposits form. This infographic, part two in our 2014 Gold Series, covers the full supply picture behind the yellow metal.

we believe that gold staying between $1,300-$1,400 is unsustainable in the long-term. The price might drop down temporarily, but the economics don't lie. Miners have to turn a profit in producing gold, and they can't do it at the current price if gold grades continue to decline and new discoveries aren't found and put in the pipeline.

It is our belief that this is by far the most comprehensive report yet. That said, those that compare this report to 2012 will notice significant differences in the final metrics which suggest that, unless we have high-grade, high ounce deposits that are being fast tracked online, it will be very difficult to find a way to get supply to match demand.

The current unnatural control over the natural forces of Supply/Demand could continue much longer than most expect - the disappointing expectations for 2013 may repeat in 2014. Here is how we see the developing “story” that explains why gold and silver have not changed trend.