Gold : Record Demand, Inelastic Supply
Source: Metals & Miners
Demand: It’s undeniable that the global financial landscape is shifting beneath our feet. Central banks continue to aggressively accumulating gold, India’s demand is hitting record highs, and global gold demand has breached 5,000 tons for the first time.
Supply: Gold production isn’t keeping up. That’s the reality. While demand for gold is exploding, the supply side of the equation tells a very different story. For over 15 years, global gold production has remained stubbornly flat. Despite a rising gold price, the mining industry has struggled to bring new, large-scale discoveries into production. Just look at the chart for supply going back to 2010!
References
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