Over the past several months I've been digging into the unusual activity in silver and broader precious metals markets: the vault drains, the record delivery volumes, and the price volatility, in an effort to figure out whether there's a real story here or just noise. What I found is a pattern that, at least to me, looks like more than coincidence: a growing overlap between what's happening in these markets and the major government initiatives now underway around critical minerals. This post lay
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