Written by Bryan Lutz, Editor at Dollarcollapse.com:
So, every Sunday morning I sit down to write a few short thoughts.
Sometimes these thoughts end up being about life, other times they are on gold, geopolitical issues affecting the markets, or the economy.
Here are three thoughts for this morning:
1. As the US dollar becomes more fragile we will mostly likely see bigger, faster changes in the price of gold. And even though there’s a dip right now, Central Banks are still buying. And China is now putting export controls on silver.
Recently, gold prices have been a surprise for most people, but remember the end of January…
That’s when we saw gold dip more than $1000, slowly climbing up near it’s all-time high. And then crashing back down again.
There’s a good reason for this.
When currencies are reaching their end, not realizing that the base problem IS the currency, governments turn to the money printer AND war for temporary prosperity. So, along with other factors we will most likely see more price volatility when it comes to gold and silver prices…
And… even though we are experiencing gold price volatility, all the evidence remains that gold and silver still hold powerful economic value. Central Banks and by proxy, their governments are still increasing their gold purchases.
Central banks are expected to buy around 850 tonnes of gold in 2026, sustaining a 16-year streak of net purchases.
The @GOLDCOUNCIL reports that 68% of central banks plan to expand holdings this year, bringing total official reserves above 35,000 tonnes.
This official-sector… pic.twitter.com/gCalgzwsng
— MINING.COM (@mining) March 24, 2026
Meanwhile, in China, which controls roughly 60 to 70 percent of the world’s refined silver supply, has implemented a blanket ban on silver exports.
CNBC reports:
China to restrict silver exports, echoing rare earths playbook
“Earlier this month, China released a list of 44 companies approved to export silver under the new measures in 2026 and 2027. The new rules in 2026 also restrict exports of tungsten and antimony, materials dominated by China’s supply chain and widely used in defense and advanced technologies.
While China hasn’t explicitly announced a blanket ban on silver exports, the state-run Securities Times on Tuesday cited an unnamed industry insider, who said the new policy formally elevates the metal from an ordinary commodity to a strategic material, placing its export controls on the same regulatory footing as rare earths.”
There are a lot of factors going into gold and silvers price volatility. Geopolitics, a monetary liquidity crises, and now energy scarcity. All of which are pulling the smoke over the eyes of money managers looking for short-term gains over long-term economic continuity with gold and silver. In the big picture, evidence still exists that gold and silver are in a bull market.
2. Energy lockdowns seem unreal, but then again, so did COVID lockdowns.
It seems unreal to think that our governments may soon get away with energy lockdowns. It was only a few years ago that they locked down everyone in their homes over a “pandemic” that could’ve come and gone in a matter of weeks. However, the mainstream media is already prepping the public for another manufactured emergency. In the video below, you’ll see how this Republican administration isn’t free from mainstream media manipulation. They’re all repeating the same message about the oil crisis as a result of the Iran War, “Short-term pain, for long-term gain.”
Many countries are already dipping into their strategic oil reserves to maintain fuel prices. Other countries, like those in Central Asia are with 3-6 weeks of completely running out of oil. The thing is, there’s always a solution, but it’s mainly big government that decides what that solution looks like. And they usually decide based on their own self-preservation (the assumption that all government should grow)…
3. It can take 10-15 years to discover, validate, and start mining gold that is economicly viable. Here’s what new gold discoveries look like (almost as a manufactured as Germany’s energy crisis):
Germany began shutting down and then dismantling their nuclear power plants in 2006. Their policies cited the danger of nuclear energy after the accident in Japan. If there’s a tsunami and it hits a nuclear power plant, things can get ugly real fast. But what are the possibilities of a natural disaster in Germany? I can’t think of any… Rain, maybe?
Now they’re not producing any nuclear energy at all.
Some problems we create ourselves.
For example, a penchant for fiat money produced a lack of demand for gold in the West. While environmental concerns produced over-regulation in natural resource discovery. Gold discoveries have been on the decline ever since their peak in 1995.
Now we have not had any “major” discoveries in the last two years.
This looks great for gold (maybe even over the next decade).
