The Leverage Play
Silver typically outperforms gold during geopolitical spikes due to its lower liquidity and higher volatility. With gold reclaiming the $4,400 handle, silver has broken through major technical resistance at $75, triggering algorithmic buy orders across global exchanges.
Supply Chain Anxiety
Maritime security in the Caribbean is a growing concern for silver exporters in Peru and Mexico. Any disruption to shipping lanes could exacerbate the existing 2026 structural deficit, which is already under pressure from record-high demand in the solar and AI infrastructure sectors.