The precious metals market is experiencing a notable shift, with silver capturing significant investor attention in 2025. Market commentator John Rubino, known for his regular economic analysis, believes the white metal’s performance represents a meaningful inflection point for the commodity.
According to Rubino, silver’s recent price appreciation isn’t merely a temporary spike. “This is real, it’s long overdue and it’s nowhere near done yet,” he said, emphasizing the structural nature of the current move. His analysis suggests the metal could trade substantially higher, with projections pointing toward US$100 per ounce within the next year.
What’s Driving Silver Higher
The breakout in silver prices reflects broader shifts in investor sentiment and macroeconomic conditions. After years of underperformance relative to other precious metals, white silver is finally gaining recognition as an inflation hedge and portfolio diversifier. The combination of monetary stimulus concerns and geopolitical uncertainty has rekindled interest in tangible assets.
The Path Forward
Rubino’s conviction stems from a belief that silver’s current trajectory still has considerable room to run. Unlike speculative rallies, he frames this advance as a reversion to more fundamental valuations, particularly when considering industrial demand alongside traditional safe-haven flows. The US$100 price target represents meaningful upside from current levels, though achieving this would require sustained momentum and supportive market conditions.
Why This Matters
For investors monitoring commodities, silver’s breakout presents both an opportunity and a reminder about the cyclical nature of precious metals. John Rubino’s outlook aligns with growing recognition that certain asset classes have been undervalued, potentially setting the stage for multi-year appreciation cycles. Whether the metal reaches the projected US$100 level will depend on broader economic developments and central bank policies in the months ahead.
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Silver's Momentum Builds: Analyst Projects Price Could Reach US$100 by Next Year
The precious metals market is experiencing a notable shift, with silver capturing significant investor attention in 2025. Market commentator John Rubino, known for his regular economic analysis, believes the white metal’s performance represents a meaningful inflection point for the commodity.
According to Rubino, silver’s recent price appreciation isn’t merely a temporary spike. “This is real, it’s long overdue and it’s nowhere near done yet,” he said, emphasizing the structural nature of the current move. His analysis suggests the metal could trade substantially higher, with projections pointing toward US$100 per ounce within the next year.
What’s Driving Silver Higher
The breakout in silver prices reflects broader shifts in investor sentiment and macroeconomic conditions. After years of underperformance relative to other precious metals, white silver is finally gaining recognition as an inflation hedge and portfolio diversifier. The combination of monetary stimulus concerns and geopolitical uncertainty has rekindled interest in tangible assets.
The Path Forward
Rubino’s conviction stems from a belief that silver’s current trajectory still has considerable room to run. Unlike speculative rallies, he frames this advance as a reversion to more fundamental valuations, particularly when considering industrial demand alongside traditional safe-haven flows. The US$100 price target represents meaningful upside from current levels, though achieving this would require sustained momentum and supportive market conditions.
Why This Matters
For investors monitoring commodities, silver’s breakout presents both an opportunity and a reminder about the cyclical nature of precious metals. John Rubino’s outlook aligns with growing recognition that certain asset classes have been undervalued, potentially setting the stage for multi-year appreciation cycles. Whether the metal reaches the projected US$100 level will depend on broader economic developments and central bank policies in the months ahead.