stocks d'argent du Comex / suivi des statistiques /graphes

stocks d'argent du Comex

dans cette file, nous suivrons régulièrement les statistiques des stocks d'argent du Comex

pour la bonne compréhension des termes employés, voir définitions stock comex -registered / eligible

Stock totaux en baisse : eligible + registered



argent métal /Comex .. on passe SOUS le cap des 100 millions d'onces d'argent à 98 .47 ce mardi 1er aout ..

un graph vaut mieux qu'un long discours !



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Bill,
Silver is vanishing from the COMEX warehouse in grand style.

Somebody pulled a plug today and another 838,801 ozs gurgled down the drain hole. This brings the total stock pile to 99 Million ozs. The structure of the drawdown was that the dealers had to cough up 631,727 from the registered category while 207,074 ozs left the eligible stocks (owners of silver removing it from the warehouse).

This is starting to be much more exciting than even the Pirates of the Caribbean movie. This is real pirates losing their stash of buried treasure!

The Cartel is walking the gang-plank!
Cheers
Adrian

Bill,
Today August 1 we had yet another stunning drawdown in the COMEX silver warehouse stocks. Stockpiles dropped 539,199 ozs to 98.47 million ozs. There were 1.16 million ozs that left the registered category (dealers inventory) while 629,207 ozs were added to the eligible category (silver stored belonging to clients). Over the last two months silver has left the COMEX at the rate of 9 million ozs per month. If that continues the COMEX will have no silver by May 2007.

This is getting very intriguing.
Cheers
Adrian

Bill,
A picture tells a thousand words! Here is a graph of the COMEX silver warehouse stock over the last 8 months. It is drawing down very fast.

BTW thanks to an excellent café search feature I was able to construct this from data reported in the daily Midas from time to time.
Cheers
Adrian
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comme il dit aussi, sur le rythme des 2 derniers mois,
le stock est à 0 en mai 2007 !!!

Sur les 6 derniers mois, ça donne -30% c'est plus que dans mes rêves et ça s'exponentialise

et les stocks d'argent en baisse, ça n'est pas un cas isolé .. certains utilisateurs industriels ... et donc les industries sous jacentes ont du mouron à se faire !

ce qui arrive quand un outil ( les futures ) est dévoyé de son utilisation normale , et ou certaines banques st autorisées à rentrer ds la catégorie "commerciaux" ( avec tout les avantages que ça comporte ) qui est en principe réservée
- soit aux producteurs

- soit aux utilisateurs industriels

Peter on on metal stocks;
Bill,
Warehouse stocks of gold, silver, copper, nickel, and zinc are all falling rapidly. It seems like there is a race to see which metal will reach the bottom of the barrel first. Right now nickel has the lead. In the last six months the LME warehouse stocks of nickel have gone from 37,000 tons to 4,100 tons. Unless the trend changes, we are three weeks from zero in nickel.

What is the supply situation in the other metals? For the last year copper has leveled off at around 100,000 tons in storage, but that is down 90% from five years ago. Aluminum stocks are stable. There is no shortage of lead. Zinc has dropped from 580,000 to 185,000 tons in the past twelve months and now has only a three month supply in storage.

Since nickel supplies are the closest to running dry, let's look at that metal. How far would the ripples of a default in deliveries spread? Nickel is an essential part of stainless steel. Some examples of nickel's uses are in automobile components like spark plugs, thermostats, wheels, gears, drive shafts, electronics, paints & coatings, etc. Nickel also has important applications in architecture, plumbing, desalination, and drinking water treatment.

So a shortage of nickel would significantly impact the auto, construction and water industries. Would that make headlines? What kind of jolt would that be to every company in the world that has a critical dependence on metal supplies purchased on the commodities exchanges? Could that trigger a global run on the remaining warehouse supplies?

Would that carry over to the gold and silver markets? I think the answer is yes. Manipulative economics depends on the confidence of consumers. It is not for nothing that Alan Greenspan was fond of the phrase, "inflation expectations (remain) well anchored." Expectations determine behavior. Expectations are the difference between a short wait in line at the teller's window and a chaotic run on the bank.

The stores of silver, gold, zinc and nickel have lasted this long because mainstream commodities contract buyers have had confidence that the physical metal was available. That confidence will be challenged by the first default. Doubt will accelerate the pace of withdrawal of all metal warehouse stocks. Doubt among dealers, who have quietly lent out
their clients metal deposits and may now be trying to reclaim them, might be part of the reason the Comex silver supply keeps slipping Those warehouse stocks are so leveraged by the number of contracts they support that it will not take much extra demand to wipe them out completely.

Modern commerce depends on the validity of contracts. Should confidence in the integrity of the commodity exchanges falter, there are many industries that could seize up and stop functioning. Those who are interested in the current drama can follow LME warehouse stock changes daily on the Kitco Base Metals page.
Best wishes,
Peter R.

Pas franchement défla ça...

lol ...ça c'est sur ..
et quand ce genre de crise est provoqué par un asséchement des stocks de réel ... on ne peut pas non plus parler de "spéculation" haussiere ou de bulle de l'argent ..

la bulle sur l'argent, qui va péter sera plutot celle des naked shorts / vendeurs à découvert à nu .. !!! qui faisaient , au mieux , de la "spéculation aidée" baissiére ..
tiens j'ai trouvé un nouveau terme politiquement correct pour "interventions" et manips"

stocks du comex / le point d'Adrian Douglas



les stocks des commerciaux / vendeurs ( le registered, cad le métal susceptible d'etre demandé en livraison, par les longs ) ) se réduisent dramatiquement depuis 6 mois, sans pouvoir être remplacés , indiquant de plus en plus nettement un pb de pénurie..




alors que parallélément, l'open interest gold et silver a augmenté.. ..==> plus de demande et de moins en moins de stock ..

c'est un très gros travail qui a été fait .. puisque Adrian a comparé sur les 6 derniers mois, les notices de livraison avec les mouvements des stocks du comex

ya pas mal de données inédites ds son topo... que je vous invite vivement à consulter


https://marketforceanalysis.com/index_assets/COMEX%20Inventory%20Shows%20Alarming%20Trend.pdf

Adrian Douglas: Alarming trend in Comex gold and silver inventory data


Submitted by cpowell on Fri, 2010-02-26 04:54. Section: Daily Dispatches
11:50p ET Thursday, February 25, 2010
Dear Friend of GATA and Gold (and Silver):
Having examined six months of delivery and inventory data from the gold and silver divisions of the New York Commodity Exchange, GATA board member Adrian Douglas has discovered that bullion dealer inventory appears to be reducing dramatically and is not being replaced. Douglas, publisher of the Market Force Analysis letter, concludes that this likely indicates a worsening shortage of gold and silver bullion. Douglas has published a report on his findings at the Market Force Analysis Internet site under the headline "Comex Inventory Data Reveal an Alarming Trend" and you can find it here:

https://marketforceanalysis.com/index_assets/COMEX%20Inventory%20Shows%2...

CHRIS POWELL, Secretary/Treasurer
Gold Anti-Trust Action Committee Inc.

ps: explications et mode d'emploi des delivery notice et des stocks du comex :

http://www.hardinvestor.net/les-hard-investors-f7/suivi-des-d-livraison-comex-contrat-decembre-t9581.htm

Change pas de main, je sens que ça vient...!!!

comme c'est étrange .. La Cme qui gére désormais les contrats futures du nymex ..

annonce un changement dans la réglementation des cash settlement, c'est à dire des paiements en cash, pour ceux qui ont demandé livraison du physique sur le Comex ..
uniquement, pour la livraison des contrats or et argent


je vous passe les détails techniques , mais l'article conclut que ça changera pas grand chose pour les spéculateurs..mais que ce nouveau mode de fixation du prix, aura une incidence pour ...
devinez qui?
ceux qui demandent livraison à l'échéance de ces mêmes contrats !

comme la vie est bien faite .. c'est fou ça !

CME to change Comex gold, silver settlement procedure


Submitted by cpowell on Sun, 2010-02-28 18:14. Section: Daily Dispatches
From Dow Jones Newswires
via The Wall Street Journal
Monday, February 22, 2010

http://online.wsj.com/article/BT-CO-20100222-710684.html?KEYWORDS=CME+gold

NEW YORK -- CME Group Inc. will switch the procedure for settling Comex gold and silver futures to a method based on average price and volume rather than a specific price point, the exchange said Monday.
As of Friday, staff will settle the most-actively traded month of each contract at the volume-weighted average price -- which skews toward more heavily traded lots -- of outright trades on the CME Globex electronic trading platform. This is a change from the current method of settlement, where the lead contract month for gold and silver are settled to the midpoint of Globex trades during the settlement time range.
The settlement time periods are 1:29 p.m. ET-1:30 p.m. for gold and 1:24 p.m.-1:25 p.m. for silver.
If there are no outright trades during the settlement periods, the settlement price will be the best bid or offer in the expiring contract at the close of the market that is closest to the last traded price.
If there is no bid or offer in the expiring contract at that time, the settlement price will be implied from the bid/offer in the active spread at the close of the market, at the price that is closest to the last outright trade price in the expiring contract.
Contract months other than the active month will be settled by staff in conjunction with market participants based on spread relationships on CME Globex and the trading floor.
The greatest weight will be given to spreads traded in larger volumes later in the trading day, either on the trading floor or on CME Globex. In the absence of trading activity, spread bids/offers actively represented either on the floor or Globex will determine the settlements.
If there is insufficient activity to make the calculations, staff may rely on earlier data or other available market information to determine an appropriate settlement price.
If staff determine that anomalous activity yields results that are not representative of the fair value of the contract, staff may determine an alternative settlement price.
The changes will likely have little, if any impact on the market.
"It certainly doesn't seem like any big shake for speculators or users of the market," although it may have some bearing for commercial or other participants who take delivery of the metals, said Frank Lesh, broker and futures analyst with FuturePath Trading. Most participants do not take delivery from futures contracts. Rather they tend to roll positions they want to hold into farther forward contracts.

le cartel a de plus en plus de difficultés à remplir ses obligations

ces derniers jours, d'importants transferts ont eu lieu dans les stocks des vendeurs... plus précisément dans les stocks Comex gardiennés par Scotia Bank, et HSBC.. à tel point qu'il ait fallu les renflouer par d'importants transferts

Citation :

On one day in June, there were 630,000 ounces of silver withdrawn from other COMEX depositories on the same day that 610,000 ounces were deposited at Scotia Bank. This seems more than coincidental. It looks suspiciously like an emergency transfer from another depository to help Scotia Bank avoid default on making delivery that day.

par ailleurs, les demandes de livraison gold seraient en augmentation de 39% par rapport à l'année dernière ..

Citation :

As I said five days ago, this run won’t be confined to the silver market for long. Owners of paper gold will see what is happening and almost certainly step up converting their paper into physical metal. By the way, the COMEX recently reported that physical delivery of maturing gold contracts thus far in 2010 is running 39% higher than for the same period of 2009. The parties facing the largest potential losses are naked sellers of gold and silver commodity contracts, where there is no physical inventories to fulfill their liabilities. The entities with such huge positions are major banks. As gold and silver (and probably platinum, palladium as well as many other metals) prices rise because of the supply squeeze, it could easily happen that many major banks and central banks could go bankrupt.

http://news.coinupdate.com/massive-drain-of-comex-silver-inventories-continues-0344/

http://jessescrossroadscafe.blogspot.com/2011/01/massive-customer-silver-withdrawals-at.html

explication des termes employés en section " lexique" en barre de navigation

08 January 2011


Massive Silver Withdrawals From The Comex




It will be interesting to see how the CFTC, the Obama Administration, and the Comex deal with this situation with silver, including the disposition of the massive paper short positions that appear to be undeliverable.

It could prove to be a watershed event, or at least an interesting scandal to observe as it unfolds.


<BLOCKQUOTE>Harvery Organ's commentary:

"And now for the big silver report.


We witnessed a massive withdrawal of silver unprecedented in the history of the comex. First there was a smallish 6507 oz of silver deposited to two customers, one being 497 oz and the other 6010 oz). But just look at the huge withdrawals:

Four customers (not dealers) withdrew a total of 1,019,310 oz from the comex vaults. This is real silver leaving from 4 registered vaults. The individual withdrawals are: 579,081, 30,380, 399,994 and 9855 oz.

The dealer (our bankers) also were involved in the withdrawal of silver to the tune of 769,941 oz (there were 2 dealers involved removing 102,866 and 667,875 ozs). When you see this massive drain of silver, the fire is raging. The total silver withdrawal by both dealer and customer totalled an astronomical 1,789,251. The Brink's trucks must have been very busy yesterday.

The comex folk notified us that an amazing 85 notices were sent down for servicing for a total of 425,000 oz of silver. The total number of silver notices sent down so far total 323 or 1,615,000 oz. To obtain what is left to be served, I take the open interest for January at 153 and subtract 85 deliveries leaving a total of 68 notices or 340,000 oz left to be serviced.

Thus the total number of silver ounces standing in this non delivery month of January is as follows:

1,615,000 oz + 340,000 = 1,955,000 oz (Thursday total = 1,625,000). As promised to you, this number is rising and will continue to rise until the end of the month as our banker cartel scrambles to get any morsel of silver to satisfy the massive demand for this metal. Our bankers are stunned to see such a huge amount of silver options in a traditionally slow month.

I hope everyone caught the Eric Sprott story on Kingworld news that he is having trouble locating silver."</BLOCKQUOTE>

le "registered" est le stock des dealers, disponible pour les demandes de livraison ( plus d'explications sur le menu lexique en barre de navigation )

http://jessescrossroadscafe.blogspot.com/2011/02/registered-silver-ounces-available-for.html

bug ?

je pense que c'est un bug du site 24 h gold, puisque les statistiques officielles au 25 mai ne sont pas encore sorties ..

au 24mai 2011, le stock dealer est à 32132903 onces d'argent

le graph fait apparaitre une augmentation exponentielle des stocks dealer ( le registered, cad disponible à la vente )


http://jessescrossroadscafe.blogspot.com/2011/05/voila-37-million-ounces-of-silver.html

en plus, le graph est daté du 23 mai .... je penche pour le bug à 100%...




je vérifierais les prochaines statistiques sur le site CME, pour voir ce qu'il en est réellement ... et vous tiendrez informés

c'était bien un bug de 24h gold qui a rectifié son graph

cette fois ci c'est pas un bug ... les stocks d'argent registered ( stock des dealers) sont au plus bas, sous les 30 millions d'onces ... et une chute de 35% en 2 semaines


Scotia Mocatta Loses 60% Of Its Physical Silver In One Month To "Reclassification", Total Comex Registered Silver Now Under 30 Million Ounces
Submitted by Tyler Durden on 06/01/2011 17:57 -0400
About a month ago we indicated that Comex depository Scotia Mocatta "lost" 25% of its Registered (aka Physical) silver after the vault encountered a "reporting reclassification" which saw 5,287,142 ounces of silver moved from Registered to Eligible status, dropping the vault's true holdings from 11.8 million ounces to 6.5 million. Naturally, the response from the peanut gallery was that this was a tempest in a teacup and it was "temporary" and a-ha, any minute it would reverse, and all shall be well, everyone would live happily ever after, and the Comex would actually have silver available for delivery purposes. We decided to not hold our breath. Which after pulling today's most recent Comex warehouse data appears to have been a prudent decision, because for the first time ever total registered silver has dropped below 30 million ounces, after experiencing a 5% overnight drop across the board, primarily driven by yet another 1,456,488 ounce "adjustment" of warehoused silver from Registered To Eligible at Scotia Mocatta. As of last night, total Scotia physical silver was now 4,740,447 ounces, a 24% drop overnight, and a massive 60% drop from the total which we captured on April 20. Still think it's temporary?
Oh, and Scotia was not alone: there were comparable reclassifications at both HSBC and Delaware. But the kicker: total silver at Scotia Mocatta has barely budged. The only thing that has changed is the shift from real silver to "Eligible", or that which has no warehouse receipt issued against it, or as was described previously "a private arrangement" which has nothing to with the Comex. This is non-deliverable silver! Thus, starting with a ratio of 11.8MM to 8.8MM ounces of Registered/Eligible (or 57%/43%) a little over a month ago (on April 19), the most recent Scotia Moccata physical silver now just 23.4% of the "total." And just as troubling is that the total amount of silver available for dlivery has just fallen to a fresh all time low. Luckily, we have margin call driven liquidations such as today which will probably buy a few more days before registered Scotia silver hits 0 (but don't worry: it's only temporary).
-END-
Dave from Denver this afternoon...
"HSBC lost another 820k ozs yesterday. Total Registered silver is now under 30mm ozs and total silver is close to the 100 million oz level. No wonder they are hammering silver with Comex paper.'


***********


lire également

http://jessescrossroadscafe.blogspot.com/2011/06/comex-silver-inventories-reach-new-lows.html

la décrue des stocks d'argent "dealers" éligibles à la livraison, continue !
28.8 millions onces, 30% de chute en 6 semaines

http://www.silver-prices.net/comex-physical-silver-drops-to-fresh-all-time-low-of-288-million-ounces-3-drop-overnight-30-drop-in-six-weeks/

les stocks d'argent du comex continuent d'enregistrer des plus bas :
- moins de 28 millions d'once pour le stock éligible à la livraison
- et moins de 100 millions d'once au total ( eligible + registered )

http://www.zerohedge.com/article/first-time-total-comex-silver-drops-below-100-million-ounces-physical-deliverable-silver-und

les probabilités de default de livraison d'argent sur le comex augmentent

ci dessous un graph de très long terme des stocks d'argent du comex :

en vert foncé les stocks disponibles à la livraison ( le registered )
en vert clair ; les stocks eligible ( stock gardienné, mais non disponible à la vente )

en haut du graphe: le cours de l'argent, coté en $




voir la 2eme partie de cet article de G.Arenberg

le stock d'argent comex du cartel ( c'est à dire éligible à la livraison /stock registered ) continue à baisser === > nouveau plus bas à 27.37 millions d'onces


j'adore les commentaires de Jesse.. pax goldmana

http://jessescrossroadscafe.blogspot.com/2011/07/silver-dealer-inventory-continues-to.html

Citation :

j'adore les commentaires de Jesse.. pax goldmana

Citation :

. "They create a desert, and call it recovery."

en vue de la toute prochaine expiration des échéances décembre, les voleurs alimentent le stock des livraisons d'argent

éligibles au comex , par un "astucieux "transfert des stocks eligbles au stocks registered ( ca dire éligibles à la livraison





http://www.24hgold.com/english/interactive_chart.aspx?title=COMEX%20WAREHOUSES%20REGISTERED%20GOLD&etfcode=COMEX%20WAREHOUSES%20REGISTERED&etfcodecom=silver



après un plus bas de 26.662000 onces, le stock remonte miraculeusement à plus de 33.000.000 onces

courtoisy notamment de JPM qui transferre hier 50% de ses stocks d'argent dans cette catégorie , soit 1.1 millions d'onces d'argent !!



http://truthingold.blogspot.com/2011/11/situation-developing-with-comex-silver.html

évolution des stocks argent comex du 12 au 16 décembre

avec détail eligible /registered

ainsi que notamment pour JPM



son stock dealer ( vendeur ) s'est bien dégonflé, passant de 2.226.423 onces d'argent à 1.319.818 , en baisse de 906000 onces sur demandes de livraison



http://www.bloomberg.com/news/2011-12-19/comex-silver-warehouse-stockpiles-for-dec-16-table-.html

le point au 09 janvier



graph des stocks silver éligibles à la vente : 35.49 millions onces, toujours en hausse depuis les plus bas de juillet à 26 millions d'onces et le transfert d'argent du stock "clients" vers le stock à vendre

le stock éligible à la vente de jpm a baissé depuis le dernier reporting et s'établit à 1.268.417 onces

c'est d'ailleurs l'une des seule warehouses dont le stock à la vente a baissé aussi sensiblement

curieusement, et je ne sais pas depuis quand d'ailleurs, les mentions bizzares ont disparu des relevés CME; vous vous souvenez, ça ressemblait à ça :



*Registered ounces of metal currently not available for delivery as of 11/4/11 due to MFGI bankruptcy.
1.42 millions d'onces d'argent , ne concernant justement pas jpm .... trop bizzare tt ça !!


ça y est ..ils ont fini leur ménage

le stock d'argent éligible à la livraison baisse de un peu plus de 36.000.000 onces ( le 26 mars 2012 ) à 29.229.000 onces, le 10 avril
le plus gros de la baisse, à partir du 2 avril, comme vous pouvez le voir sur le graph de droite



==> la baisse des cours du papier comex n'a aucun effet dissuasif sur les demandes de livraison ...ce qui est pourtant le but des raids de fin de mois ...



graphes 1 an à gauche et 1 mois à droite ( cliquez dessus pour aggrandir )




on n'est pas encore au même niveau qu'aout 2011 : 26.000.000 onces éligibles à la livraison

http://jessescrossroadscafe.blogspot.fr/2012/04/comex-registered-silver-inventory-falls.html

mes 16 kg d'argent physique sont en cours d'acheminement, ce sera toujours ça de moins pour Cabalas.