Je me permet d'ouvrir un sujet malgré ma récente intrusion, faut bien se dépuceler ...

Eric Sprott met le doigt sur quelque chose qui m'intrigue en tant que novice :

When asked where the gold is coming from to supply market demand Sprott replied, “Well, it’s a great question and I struggle with it immensely, I struggle with it more every day. Central banks bought approximately 200 tons of gold in the first half of this year. One can assume that they will probably buy 200 tons in the second half of the year which would be 400 tons (total). Last year the IMF sold 400 tons and they haven’t sold any this year. We have in gold a 4,000 ton per year market, which is 2,600 tons of produced mined gold and about 1,400 tons of recycled gold.

So that 800 ton change just at the central bank level would mean a 20% difference in supply/demand this year vs last year. But there is no extra supply. So it always begs the question, where is the gold coming from? As I just read today, the World Gold Council came out and said Chinese demand grew 38% in the second quarter and Indian demand grew 25%. I was reading today where the Dubai gold sellers say the business is up 100% and I keep wondering well, how can we keep having all of these big numbers, supply is flat, where is the gold coming from?
It probably takes me more today than any other time in my life to the GATA view that banks have all along both overtly and without transparency just been selling gold. And I think that they have to be selling gold now to keep things under control. So I don’t know where all of this gold is coming from that everyone is buying because every time I look at a data point in gold it’s plus 20%, plus 30%, plus 100% and you turn around and look at gold supply is (only) up 2% per year. So I have no idea where the gold is coming from, but somebody is supplying this market that is doing it surreptitiously.”

Extrait de King World News

Bonne question... pourvu que cela ne vienne pas de nos réserves nationales.
J.

D’après certaines sources les réserves sont vide.
Cherchez l’erreur.

Il y a fort à parier en effet, que de ce côté là, ce soit encore du vent....mais quid de la production minière ?

Sprot s'approvisionne directement chez les mineurs. Bien entendu, c'est tt son intérêt de poser la question, qui jette le doute sur les livraisons du comex. Il n'est pas né de la dernière pluie, le Sprot.

Apparemment ça marche, presque en Backwardation et des sauts de plus en plus haut par séance, le doute est là...
J'ai l'impression que les fameuses phases ne ressembleront à rien de connu ou d'immaginable, finalement, quoiqu'en disent les journaux, c'est un bel été.