Silver: Bulls Seek Fresh Catalyst as Strong Demand Fails to Move the Needle

Published 14/05/2025, 08:38
  • Silver remains in consolidation, waiting for a breakout to define short-term market direction.
  • US inflation data weakens the dollar, balancing the effects of trade war easing.
  • Long-term silver demand from renewable energy and electromobility sectors supports its future value.
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After a turbulent period in both silver prices and global financial markets, recent weeks have seen some stability. Silver is now in a clear consolidation phase, and a breakout from this range will likely set the direction in the short term. Right now, it’s tough to say which side has the upper hand, as there are multiple factors influencing the market.

Just this Monday, it looked like the US Dollar could strengthen further due to positive news about the easing of trade tensions between the US and China. However, this view changed after the latest US inflation data was released. Investors are now waiting to see which factor will dominate and drive the market.

What Could Trigger a Breakout from Current Consolidation?

Looking at silver’s long-term valuation, the factors driving demand are clearly stronger, especially the ongoing demand from the renewable energy and electromobility sectors. This excess demand over supply remains a key driver for silver’s value. In the short term, however, the market is stabilizing, and it seems to be waiting for a trigger to make a more significant move.

We may still need to be patient for this. So far this month, we’ve seen key US macroeconomic data and a relatively neutral Federal Reserve meeting, which have helped maintain market stability. The Federal Reserve will meet again on June 18, but with a 65% market probability, interest rates are expected to remain unchanged.

We’ve also seen important announcements signaling a reduction in tensions between Beijing and Washington, with both sides agreeing to cut tariffs and showing willingness to continue talks. However, despite these developments, neither factor has been enough to break the current consolidation. As a result, a sideways trend remains likely until new factors come into play.

US Inflation Falls Below Expectations

The key macroeconomic event this week was the release of US inflation data. The numbers came in slightly lower than expected, reinforcing the trend of ongoing disinflation in consumer prices.

US Inflation Data

These readings were enough to cause a modest weakening of the US dollar, which helped offset the impact of the easing tariff tensions. The next key data point comes tomorrow with the release of the PPI.

Silver’s Technical Analysis

It’s been a month since silver’s valuation entered a consolidation phase within the $32-$33.60 per ounce range. As mentioned earlier, the market is awaiting a trigger to break out of this range. If silver rises above $33.60 per ounce, it will signal a continuation of the recovery from early April’s losses, with a potential target around $35.50 per ounce.

Silver Technical Analysis

In a similar scenario, sellers may have less room to maneuver due to the nearby local support just below $31 per ounce, which could limit further downside.

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