2017年に Gold 生産量のピークを通り過ぎた。


In 2015, Goldcorp. produced 3.4 million ounces of gold. In 2016, the amount fell to 2.8 million. In 2017, its gold production fell to 2.5 million ounces. Other mining companies are experiencing similar decline in production of gold. It’s an industry-wide problem.

South Africa, a major gold producer, has seen a decrease in production since 2015, as well.

Vitaly Nesis, CEO of Polymetal, believes the fourth quarter of 2017 was the peak point for gold. He anticipates supply to fall up to 20 percent by 2022.

Others agree. Randall Oliphant, chairman of the World Gold Council, predicted “peak gold” in 2017. Lower gold prices in the past have made it too expensive to explore new mines. In the meantime, known sources are drying up quickly

ref: http://www.goldtelegraph.com/gold-production-on-the-cusp-of-peaking/


Ian Telfer:Gold は年末には $1,600 に達する。


Ian Telfer,Chairman of Goldcorp., indicates we have reached “peak gold” as he states, “We’ve found it all.” He anticipates future gold production to be lower than in the past. He sees all future gold mining as going as a downhill venture. Mr. Telfer believes there is a good possibility that all major sources of gold have already been found and mined. New grades being extracted are declining in value. He predicts this situation could drive the price of gold up to $1,600 by the end of the year from its current price of around $1,300.

ref: http://www.goldtelegraph.com/gold-production-on-the-cusp-of-peaking/


・この先の半年で $300 も騰がるとは思えない。この手の景気の良い予測はほとんどいつも外れてきた。


James Rickards:秋以降、Gold は $1400 を越えるだろう。


Future Fed ease combined with strong demand for physical gold will result in much higher gold prices by year end. The next few months could still be a bumpy ride for gold, but late summer and fall look promising for much a push to $1,400 per ounce or higher.

ref: https://dailyreckoning.com/axis-gold-will-drive-gold-higher-end-2018/


James Rickards:ロシア、中国、イラン、トルコが「Gold 枢軸国」を構成している。


We know that for example, Russia has tripled its gold reserves in the last ten years. It’s gone from about 600 tons to over 1800 tons of physical gold, and is moving very quickly towards 2,000 tons. That’s an enormous amount of gold.

China is also amassing physical gold at an astounding rate. Like Russia, it has tripled its gold reserves, officially from 1,600 tons to 1,800 tons.

But we have very good reason to believe China actually has a lot more gold than that.

China might actually own up to 4,000 tons of physical gold. We don’t know the exact number because China is highly secretive about its gold acquisitions. But that’s a reasonable estimate. China is also the world’s largest gold producer with mining output of about 450 tons per year.


Iran has also received gold imported from Europe via Turkey, but the exact amount is unknown.

We don’t have any insight into how much it has because it’s also highly nontransparent. But in the first quarter of 2018, Iranian gold bar and coin purchases more than tripled.

Turkey is also acquiring enormous amounts of gold, which should not be surprising given Turkish president Recep Erdogan’s recent comments questioning the role of the dollar in global trade.

The Turkish central bank has almost doubled its gold holdings since last May, according to the World Gold Council. And it was the second largest buyer of gold among central banks for the first quarter of 2018.

So that’s the Axis of Gold. Again, evidence for this Axis of Gold is overwhelming.

ref: https://dailyreckoning.com/axis-gold-will-drive-gold-higher-end-2018/


Martin Armstrong:銀行の貸金庫に Gold を預けるなら、$20 金貨にせよ。




Look at the fine print on a safe deposit box in a bank. You are not allowed to put cash in there or gold ? only documents. They can confiscate cash or gold because it is now considered to be “money laundering” to hide money from the government. This is why I also say if you buy gold, make it $20 gold pieces so you can claim you are a coin collector and it is not bullion. That gets around most of the safe deposit rules.

ref: https://www.armstrongeconomics.com/world-news/cryptocurrency/cryptocurrency-dancing-with-the-devil/


・銀行の貸金庫に $20金貨をギッシリ詰め込んでも、たかが知れている。保管料を払ってまでして、やるような事ではない。

・アメリカでは田中や三菱、徳力みたいに、金売買業者が保管サービスをしていないのだろうか? それとも業者が信用されていないだけ?


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