This is something I’ve been talking about for a while now (along with many others). The mainstream has continuously ignored the supply-demand dynamics of the Gold market instead choosing to focus solely on the inflation hedge. If you thought there was an upside before, this will increase it by several orders of magnitude.

http://www.telegraph.co.uk/finance/newsbysector/industry/mining/6546579/Barrick-shuts-hedge-book-as-world-gold-supply-runs-out.html