In today’s briefing:
- Silver Surges to Multi-Year Highs on Industrial and Monetary Tailwinds

Silver Surges to Multi-Year Highs on Industrial and Monetary Tailwinds
- Silver prices have rallied ~24% over the past 12 months, driven by strong industrial demand (solar, EVs) and renewed investor interest amid inflation concerns.
- With a fourth consecutive market deficit and accelerating demand from clean energy applications, the setup points to a multi-year bullish cycle—especially if real rates remain subdued.
- This report provides a comprehensive analysis of the silver market’s recent performance, long-term demand-supply dynamics, key producers’ sensitivity to price movements, and valuation-driven investment opportunities.
