$100 Silver: Neumeyer Was Right - Physical Markets Completely Disconnected

$100 Silver: Neumeyer Was Right - Physical Markets Completely Disconnected

When Keith Neumeyer predicted triple-digit silver back in 2012, the entire mining industry dismissed him as overly optimistic. Thirteen years later, Shanghai markets are trading physical silver above $100 per kilogram while New York spot prices remain stuck at $89, creating an unprecedented $11 premium gap that defies every fundamental rule of global commodity arbitrage. This isn't just another price rally driven by speculation or short covering on the COMEX. Something far more structural is breaking down in the global silver market, and the implications for investors, manufacturers, and sovereign nations are staggering. Mining executives who have operated for over two decades are receiving calls they've never experienced before, with desperate industrial buyers offering premium prices for immediate physical delivery. China is systematically draining global inventories while India's solar manufacturers struggle to source material. Shanghai inventories have collapsed to 15-year lows, London vaults are critically depleted, and the COMEX is rolling March futures contracts forward for the first time in recorded history. This documentary-style analysis breaks down the physical supply crisis, the critical mineral designation that changed everything, the processing capacity bottleneck strangling North American supply chains, and why First Majestic Silver's founder believes we're only in the early innings of a decade-long bull market. As governments scramble to secure strategic resources and manufacturing sectors compete for limited supply, the question is no longer whether silver reaches $100, but what happens when industrial civilization realizes there simply isn't enough at any price.

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DISCLAIMER:
The content in this video is for educational purposes only and represents my personal opinions and market analysis. It should not be considered professional financial investment advice.
The financial markets, including silver and precious metals, are volatile and subject to significant risks. The scenario described involves a mix of historical fact, current market mechanics, and simulated future events based on present trends (simulated date: Dec 21, 2025). You should always conduct your own due diligence and consult with a certified financial planner or advisor before making any investment decisions. I am not responsible for any financial losses or decisions made based on the information provided in this video.