Tag Archives: gold supply

Gold recently surpassed $3,500/oz, attracting investors looking for protection from economic uncertainty and global instability. With rising sovereign debt and reduced confidence in fiat currencies, analysts see potential for gold to reach $10,000 to $25,000 per ounce. Central bank accumulation, underinvestment in mining, and geopolitical risks add to the bullish case. Investment strategies include physical gold, mining stocks, and ETFs such as GDX and GDXJ. Companies like Barrick Gold, New Gold, and Lake Victoria Gold are noted for their positioning. The article outlines why gold may become a key investment theme heading into 2025.

The World Gold Council released its “Gold Demand Trends” report for Q1/2025. Gold demand reached 1,206 tonnes in Q1/2025, a modest 1% rise year-over-year, marking the strongest first quarter since 2016. Investment demand drove the increase, with ETF inflows totaling 226 tonnes and overall investment reaching 552 tonnes, up 170% y/y. Jewellery demand dropped 21% to 380 tonnes, hit by record gold prices. Central bank purchases slowed slightly but remained steady at 244 tonnes. Mine production hit a Q1 record, while recycling dipped. Regional dynamics were mixed, with China and India leading investment demand. The outlook remains uncertain, with economic and geopolitical risks continuing to shape demand patterns across segments.

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.