Gold and Silver Price Update And What Comes Next: Metals Shortage?

July 25, 2025

In this presentation, Jeffrey Christian of CPM Group looks at the recent price declines in gold, silver, platinum, and palladium, and addresses several misleading claims circulating around the silver market.

He explains what silver lease rates are, why they’ve risen to around 6%, and what that may (or may not), mean about silver availability. He offers historical context and outlines the actual market mechanics driving current lease rates.

Jeff also discusses how metals rates are determined and issues that have arisen when implied rates were published.

Jeff also discusses how metals rates are determined and issues that arose when implied rates were published in the past.

#gold #silver #preciousmetals #silversqueeze

00:00 – Precious Metals Market Update: Gold, Silver, Platinum, Palladium
01:40 – August Gold Contract: Delivery, Inventories, and Market Mechanics
04:18 – Silver Price Trends and Investor Behavior
08:26 – Silver Lease Rates Explained: Why They’re Rising
12:57 – Common Misconceptions About Lease Rates and Market Tightness
20:02 – Debunking the “Silver Shortage” and Viral Headlines

CPM Group

For 40 years, CPM Group has blended decades of expertise with forward-thinking analysis to empower investors, corporations, and governments. We deliver critical insights and innovative strategies for navigating the complexities of Precious, Base, and Specialty Metals markets. CPM Group provides the clarity and precision you need to make informed, impactful decision.

View all podcast by CPM Group