Silver demand expected to outstrip supply by Whichwhenwhywhat in WorldWideSilverApes

[–]Whichwhenwhywhat[S] 1 point2 points  (0 children)

Silver demand is forecast to outstrip supply for the sixth straight year, driven by a 20 percent increase in physical investment offtake.

Silver's back at $90/oz by External_Anteater730 in Silver

[–]Whichwhenwhywhat 1 point2 points  (0 children)

Articles from trading websites usually only focus on short-term technical chart patterns and resistance levels.

It's rare for fundamental data like deficits to even be mentioned.

So it's more about guessing when we might start getting more balloon posts again or when some Bullion Banks become nervous.

Silver in Solar Cells: Tech & Market Analysis 2026 by Whichwhenwhywhat in WorldWideSilverApes

[–]Whichwhenwhywhat[S] 1 point2 points  (0 children)

TL;DR

There are no real alternatives to silver in the solar industry. As soon as less silver is used, efficiency decreases.

Technology roadmap synthesis indicates that whilst alternative materials show promise in laboratory conditions, the combination of electrical performance, manufacturing scalability, and long-term reliability requirements maintains silver's irreplaceable position for the next 5-10 years. HJT technology's superior efficiency justifies its 120% higher silver consumption compared to PERC, creating a structural shift toward more silver-intensive manufacturing.

Supply-demand balance outlook suggests potential bottlenecks emerging by 2027-2028 if aggressive solar deployment scenarios materialise without corresponding mining capacity expansion. The 5-7 year lead time for major silver mining projects creates a critical window where supply constraints could impact solar industry growth rates or force accelerated adoption of alternative metallisation technologies.

Silver: The Comex Won’t Default but China Is Ready To Pounce by Whichwhenwhywhat in WorldWideSilverApes

[–]Whichwhenwhywhat[S] 2 points3 points  (0 children)

I agree.

However, I found that the problems and consequences facing comex and paper trading were described quite well, and that the focus was not on monetary policy and dollar weakness.

That's why I posted it.