No economist am I but previously in investing these types of articles are published just as a major broker is getting a huge sell order and needs to place it.
"Every year, major banks and brokerage houses provide their four-year forecasts for the gold price. The following chart documents the average price projection of 25 top analysts over the past seven years, many of whom specialize in the resource industry. I might suggest pushing away from your desk so that when your jaw drops it doesnt hit the keyboard.
I would say that the Germans trying to get their gold back from New York have provoked a de facto default. The most obvious explanation as to why would it take seven (?) years to move many things each the size of a brick from point A to point B is that they just don't have them right now. Any security concerns offered as reasons not to move it in a timely matter, despite the matter of that diamond heist in Brussels in February, are simply red herrings.
And there is precedent. When nickel officially defaulted in 2006, the criminals at COMEX (aka CRIMEX) simply said, eh, ok, sellers pay buyers one percent per day until they can deliver. You can bet that gold would be going up more than one percent per day in that scenario, and CRIMEX wins again.