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Lawrence Williams  

  • Latest Data Suggests Gold Supply Could Be In Major Deficit In 2015
    Wed, Feb. 18 GLD 3 Comments

    Summary

    • Latest World Gold Council supply/demand data together with that from the Shanghai Gold Exchange and other sources suggests a big physical gold supply deficit this year.
    • Analysis of the latest gold supply and demand figures.
    • Gold flows into China far higher than World Gold Council figures would appear to suggest.
    • SPDR Gold Shares have seen net inflow so far this year.
    • Indian gold demand expected to increase in 2015 on reduction in import duties.
  • Gold Turnaround Due In Near Future - But What Is Near?
    Dec. 6, 2013 GLD, IAU, PHYS 17 Comments
  • 1,000 Tons, 1,200 Tons Or 1,750 Tons?: How High Are China's Real Gold Imports?
    Nov. 21, 2013 GLD, IAU, PHYS 44 Comments
  • Playing The Long Game: How Big Are China's Real Gold Reserves?
    Nov. 15, 2013 GLD, IAU, PHYS 26 Comments