Silver Prices Could Be on the Cusp of a Historic Rally to New Highs

Silver Prices Could Be on the Cusp of a Historic Rally to New Highs

by Lily White
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  • Silver prices have risen sharply over the past few days, and are hovering around the five-year highs.
  • The $20 level has been the key resistance for the past few years.
  • There are reasons to believe silver is setting up for a tremendous rally above that level.

Silver’s steady rise off March lows has seen the grey metal flirt with five-year highs at $20.50. Silver prices have traded in a very narrow band for the past nine years, after making all-time highs of $55.69 in 2011.

Silver price chart.
Silver is coming up on long-term resistance at $20. | Source: Twitter

The grey metal hit the $20 ceiling twice in the past five years–in 2016 and late 2019. On both of those occasions, it failed to breakthrough.

Silver is at the same crossroads again. This time, there are many reasons for it to smash through the ceiling and close in on all-time highs.

Silver Is Dirt Cheap Compared to Gold

The gold-to-silver ratio represents what multiples gold prices are trading at compared to the grey metal. As of today, the rate is hovering near 30-year highs.

Gold to silver ratio chart.
Gold to silver ratio has shot up, reaching highs made in 1940. | Source: Longtermtrends

As it stands, 96 ounces of silver are needed to purchase an ounce of gold. After topping out near 100 levels recently, the ratio has made its way downwards.

At such levels, silver attracts investor demand because of its low price relative to gold. As investors looking for a hedge against inflation, expect this ratio to reverse and the silver prices to shoot up.

Silver future price probability.
A reversal in gold to silver ratio should pull silver prices up. | Source: Incrementum

According to Incrementum, if the yellow metal’s rally continues and the gold-to-silver ratio reverses, the above chart represents probable silver prices in the future.

The Federal Reserve’s Monetary Policy Is Rocket Fuel for Silver

The Federal Reserve’s loose monetary policy has become quite normal these days. Quantitative easing began after the global financial crisis of 2008 in the form of QE1.

Since then, it has gone from a temporary measure to counter liquidity problems to a permanent solution in the form of QE infinity.

When central banks print money to devalue their currency, investors tend to flock to precious metals like gold and silver to prevent the destruction of wealth.

Silver price's reaction to Fed balance sheet.
A silver rush could be in the cards. | Source: Twitter

Last time the Fed pushed $1.2 trillion into the system, silver prices shot up 440%.

This time, the Fed has pushed twice that amount into the system already, and we’re at the beginning of the current global recession.

Twitter user tweets about Federal Reserve's money printing.
The Fed’s monetary policy has created more room for a rally in precious metals. | Source: Twitter

Supply Disruptions in Key Silver-Producing Countries Will Aid the Rally

Don’t forget; we are in a pandemic that is ravaging through the world’s population. Even the mighty United States hasn’t managed to get it under control.

Latin American countries that have lesser resources are struggling even more.

COVID-19 cases in Mexico.
COVID-19 infections have spiked in Mexico. | Source: Worldometers

Mexico and Peru are the world’s biggest silver producers, and a recent surge in virus cases led to silver mine closures.

Top silver producing countries.
Top silver producing countries from 2010-19. | Source: Statista

Out of the 275 mining operations disrupted by COVID-19 around the world, most affected have been gold and silver mines, according to a report by S&P global market intelligence.

Not only is there a supply disruption, which is expected to stay until a COVID-19 vaccine arrives, but there is also tremendous buying interest as well.

The Sprott Silver Trust just purchased a staggering $1.5 billion worth of physical silver. This amounts to 8.8% of annual global silver production.

With disrupted supply and growing buying interest, silver has all the reasons in the world to skyrocket in the coming months.

Disclaimer: This article represents the author’s opinion and should not be considered investment or trading advice from CCN.com. Unless otherwise noted, the author has no position in any of the stocks mentioned.

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