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What Will Silver Do in 2026?
2026-01-01
In this video, we examine what changed in 2025 and what those changes imply for the year ahead. The focus is not simply on price but on behaviour. Silver has broken out relative to equities and gold after more than a decade of stagnation, suggesting that last year was less an ending than the removal of a long-standing constraint.
We explore the structural realities of the silver market, including by-product supply rigidities, declining grades, and the limits of new mine development. We look at why industrial demand from solar photovoltaics, electric vehicles, data centres, and semiconductors is largely inelastic and continues to grow regardless of price.
The video also examines shifting trade and geopolitical dynamics, including changes in Chinese export behaviour, rising Indian
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