I don't have the links available right now ( I will post them tomorrow after a little more investigation ). But I caught a couple of blurbs about a huge gold and silver mine in Utah being shut down due to a collapse. Also another mine that has huge estimated reserves has gotten tied up in court and will not be openong as scheduled. The combination takes a large amount of new production out of the equation for some time to come. Both of these supposedly happened last week as the metals market was collapsing to current levels.
I will do more info gathering tomorrow and try to fill on some major holes in what I have right now.