Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Metals Decline With Risk Sentiment and Fear in Overdrive

Silver Soars Amid China’s Stimulus and Investment Demand

Hedging Bullish Silver Risk During Volatile Week

Bullion Ballet: Trading the Gold Platinum Ratio

Rising on Geopolitical Tides, Gold Braces for Pressure in 2024

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

<ul>
<li>SHFE silver premium over COMEX silver has escalated to 7%, exacerbated by falling SHFE silver inventories, indicating a deepening shortage in China.</li>
<li>Surging demand from China's rapidly growing solar industry and renewable data centers is deepening the global silver deficit, now projected to continue at record levels for a fourth year.</li>
<li>The strong bullish outlook for silver suggests that the bullishness in silver prices is likely to continue in the near-term.</li>
</ul>


SHFE silver premium over COMEX silver has escalated to 7%, exacerbated by falling SHFE silver inventories, indicating a deepening shortage in China.
Surging demand from China's rapidly growing solar industry and renewable data centers is deepening the global silver deficit, now projected to continue at record levels for a fourth year.
The strong bullish outlook for silver suggests that the bullishness in silver prices is likely to continue in the near-term.


Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher