Silver Is Now More Expensive Than Oil — This Has Only Happened Before Major Market Shifts

Описание: While global markets remain fixated on technology stocks and artificial intelligence, a far more consequential shift is unfolding quietly in the commodities world. A rare and highly symbolic event has just occurred: one ounce of silver is now priced higher than one barrel of oil. This is not a coincidence—it is a signal that the underlying structure of global markets is changing.

In this video, we break down three disruptive trends reshaping the precious metals landscape.

First, we explore the historic reversal between silver and oil. Silver is facing a multi-year structural supply deficit, while industrial demand from renewable energy, electric vehicles, solar power, and AI data centers continues to surge. At the same time, oil markets are struggling with oversupply as OPEC+ and U.S. shale production expand, weighing heavily on prices. This divergence in fundamentals explains why silver has overtaken oil—and why history suggests this ratio may still have significant upside.

Second, we examine the unexpected comeback of platinum. Long viewed as a declining asset due to the narrative around the death of internal combustion engines, platinum is now benefiting from a major policy shift. The European Union’s decision to abandon its ban on internal combustion engine vehicles has removed a critical bearish constraint, reopening the door for stronger long-term demand.

Finally, we introduce a powerful macro framework: the “periodic table versus carbon molecules” trade. Metals with atomic numbers—gold, silver, copper, and platinum—are rising, while carbon-based commodities like oil and gas face structural headwinds. Behind this shift are two dominant forces: currency debasement in developed economies and de-dollarization led by emerging-market central banks.

This is not just about prices—it’s about value in a changing world. As the global monetary system evolves, precious metals are reclaiming their role at the center of the financial landscape.