Free Republic

Prior to reading this update. Mexico sanctioning Violent takeover of Mexican silver mine lets provide some context Silver is already in multi‑year structural deficit, with demand exceeding mine and scrap supply and drawing down inventories.​ Industrial demand for Silver is surging from solar, electronics, EV/solid‑state batteries, defense, aerospace, robotics and AI hardware.​ India is monetizing silver through record imports and growing use as savings and investment within its financial system.​ New RBI rules encourage silver to enter the banking system as collateral (along with gold) Tight physical markets and backwardation show paper benchmarks are losing clean control over silver pricing.​...