Q&A Part 1 - The Silver Bull Thesis
5/6 reasons why silver should shine. Could silver be replaced in solar panels? Overall economic outlook. Thanks to Uranium Investor for the superb and in-depth questions!
Today’s post is mainly audio content (with 1 written answer) and is part 1 of a 2-part series with
.This part (part 1) will look at the Silver Bull thesis and incorporates elements (pun intentional) about industrial demand, retail demand, solar panels and overall thoughts with regards to silver.
Part 2 will look at gold, silver, bitcoin and energy (mainly solar and nuclear).
asked some superb questions, and it seemed best to answer them in primarily an audio format in order to deliver the most value possible.NB - None of this is to be constituted as financial advice or a financial recommendation. This has been produced for educational purposes only.
NB - Part 1 was recorded on Monday 9th June 2025
1 - What are your thoughts on silver? & Why are you bullish on silver?
2 - Why now?
Quite simply it is better to be early to the party than to be too late!
If you believe that there are a lot of financial, geopolitical and economic issues and that central banks will ride to the rescue in the form of QE (Quantitative Easing), then this will likely lead to inflation and a continuing commodity bull market.
In this situation, gold and silver will be the go-to forms of true money.
3 - Silver has strong industrial uses, what do you think about the idea of the bear thesis about China’s economy, or any other major economies and how that could be bearish for silver?
4 - What do you think about silver demand in terms of solar panels? On the one hand solar panel demand is growing fast but on the other hand solar panels are using less silver?
In short, the higher likely demand for solar panels will offset the fact that less silver is being used in them.
I.e. I would expect everything to remain the same in terms of silver demand for solar panels. It is the number 1 electrical conductor in the world. This will not change.
5 - What do you think about the idea that other commodities will replace silver for solar panels if the price gets too high?
6 - What do you think about silver mainly being a byproduct? Is this good or bad for the price?
7 - What do you think about the idea that people may just reduce demand for silver or recycle silver if the price keeps going higher?
NB - Part 2 will be out on Thursday 12th June 2025
 | A guest post by
|