Stars aligning for ADT - $4 party coming soon?, page-144

I have been very puzzled by the lack of movement in the price of silver when there has been such a huge imbalance between demand and supply of silver ie huge deficits but there may be a reason which may put a rocket under silver prices going forward,

I have read a number of articles showing a massive silver shortage in 2022 and 2023 - ie demand exceeds supply including recycling by a major amount. But POS did not move. More recently I have seen 3 articles/podcast that suggest the silver is coming from the reduction in silver RTFs ie physical silver was delivered from the sale of ETFs. Have also noted that ETFs with physical delivery have reduced by 70% - so not much further to go to zero and then where will the market source physical silver especially as silver produce market is very inelastic ie very difficult to increase supply. Also with the recent increase in silver prices why would ETFs be selling silver - the reverse should be happening.

If these experts are right about the silver deficit being filled from ETFs we may be about to see a big increase in the POS if ETFs stop delivering physical silver. And when I say big I mean really big as the imbalance between demand and supply is huge.

But this is all speculation on my part and I may be wrong as much as the experts.