SLV: Riding the Silver Supply-Demand Imbalance

8 days ago

Host

"Silver is a massively scarce resource and one that is melting up right now, especially in comparison to the US dollar. Silver is used in solar panels, electric vehicles, military equipment. Silver is used in AI data center hardware. Silver is literally the best conductor of electricity on planet Earth. But here's the problem. The world is not mining enough of it. The silver market has been running a structural deficit of 160 to 200 million ounces annually. London and Shanghai inventories are at multi-year lows. ETF inflows hit 130 million ounces in 2025 alone, and holdings are now at 844 million ounces, up 18%. Bull targets for silver range from $100 to $175 per ounce. And again, we're bouncing around 60 to 70."

The speaker presents SLV as a trade idea capitalizing on silver's scarcity and structural deficit, with significant industrial demand and bullish price targets indicating substantial upside.

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