Silver

Silver coverage.

Silver sits between an industrial metal and a precious metal. Solar demand, electronics, and monetary flows all pull on the same tight supply.

Macro driver

Industrial and monetary demand

Exchanges

TSXV and CSE

The setup.

Silver has two demand engines pulling at once. Industrial pull from solar and electronics is structural; monetary demand is macro-driven.

The gold-silver ratio can compress or expand fast. Silver is more volatile than gold, and junior silver shares more volatile still.

Solar module shipments, silver loadings per panel, LBMA vault flows, and silver-primary developers on the TSXV and CSE.

Research

Silver sits between an industrial metal and a precious metal. Here is how the supply and demand picture actually splits, and why that makes...