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US Gold Reserves, as a % of US Public Debt, 01/1915–04/2026
In the early 1940s, US gold reserves covered 51% of US public debt. By the end of 2025, this figure stood at approximately 3%.
The chart illustrates this long-term trend and details the implied gold prices required if backing were to return to historical benchmarks.
The complete chart and accompanying analysis are available on page 64 of the In Gold We Trust Report 2026: ingoldwetrust.report/in-gold…
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Mapped: Zinc's Use Across Five Industries and the 2030 Demand Outlook
Source: International Zinc Association, Driving Growth Across Markets: Annual Report 2025
Automotive silver demand, mapped through 2031
Battery EVs carry more silver per vehicle than combustion engines, and as their share of production grows, automotive silver demand is forecast to reach ~94 Moz by 2031. Source: Oxford Economics / The Silver Institute.
Read the full article to learn more: miningvisuals.com/post/elect…
Lithium Use Cases: Batteries Now Consume 88% of Global Supply
The metal that once toughened ceramics and thickened industrial greases has been almost entirely repurposed by the battery economy.
According to the USGS Mineral Commodity Summaries 2026, global lithium end-use now breaks down as:
🔋 Batteries: 88%
🏺 Ceramics & glass: 4%
⚙️ Lubricating greases: 2%
🌬️ Air treatment: 1%
🏭 Continuous casting mold flux powders: 1%
💊 Medical: 1%
➕ Other uses: 3%
In case you missed it: The 2026 In Gold We Trust report is officially live!
This year's 20th-anniversary edition is a comprehensive 460-page deep dive into the sector. Here are a few highlights of what it covers:
🔹The New Monetary Order: The end of the Pax Americana and the creeping remonetization of gold.
🔹Gold Demand Vectors: Six key drivers of gold remonetization and the potential impact of the global bond market.
🔹Performance Assets: The ongoing rally in silver, mining stocks, and commodities, plus how gold and Bitcoin complement each other.
🔹Price Targets: Updates to the Incrementum gold price model, shifting focus to an $8,900 target now that the $4,800 target has been reached.
🔹Expert Insights: Exclusive interviews and deep dives on Tether, commodities, and the future of the US dollar.
If you haven't had a chance to read through it yet, you can explore the full study here: ingoldwetrust.report/in-gold…