Why Silver is Decoupling: Spot Price vs. Physical Reality in 2025

Silver has finally broken $100 AUD—so why is it so hard to find at a fair price? 🇦🇺 In today’s video, we are diving deep into the Australian silver market. If you’ve tried to buy a 1oz Kangaroo or a 1kg bar lately, you’ve probably noticed that the gap between the "Spot Price" you see on the news and the "Retail Price" at the dealer is wider than ever. We answer the burning questions: Is there a genuine physical shortage in Australia? Why are premiums so high? And will we see these prices "normalize" as we head into 2026? What we cover in this video: The $100 AUD Milestone: Breaking down the historic December 2025 price action. The Premium Gap: Why Aussie retailers are charging 10-20% over spot for physical metal. The "Physical Squeeze": How the 5th consecutive year of global silver deficits is finally hitting Australian shores. Industrial vs. Investor Demand: How the Australian solar and AI sectors are competing with you for the same bars of silver. 2026 Outlook: Will more supply come online, or is the "Retail Premium" the new normal? Key Market Stats (December 2025): Global Silver Deficit: ~150 Million Ounces (2025 estimate). Industrial Demand: Record highs in Solar PV and AI hardware. Aussie Dollar Impact: How the AUD/USD exchange rate is complicating local pricing. 🔔 SUBSCRIBE for more expert financial analysis and don't forget to hit the notification bell so you never miss an update. 👍 If you find this analysis helpful, please LIKE the video! Connect with Alasdair Macleod: https://x.com/MacleodFinance https://substack.com/@macleodfinance Connect with us https://asgoodasgold.com.au/ #SilverPrice #SilverSqueeze #AustraliaEconomy #Bullion #Investing2025 #SilverShortage #GoldSilverRatio #PerthMint #StackingSilver