Could Silver Climb Even Higher? Feat. Peter Krauth
In this week’s Live from the Vault, Andrew Maguire welcomes back Peter Krauth to explain why silver surges past key caps, climbing relentlessly since February 2024 as long-term supply-demand fundamentals suggest a possible upward trend.
Peter highlights key drivers including AI, solar, and data centre demand, alongside limited supply and underperforming mining stocks, pointing to a bullish environment that could support higher silver prices and opportunities for investors.
Timestamps:
00:00 Start
01:16 Silver price movement and the thesis from The Great Silver Bull
06:00 Forecasts, gold-silver ratio, and potential silver price targets
10:38 Index reweightings, Comex futures, and market liquidity
14:10 Global silver supply constraints: China, India, and strategic minerals
20:45 AI, data centres, nuclear, and solar energy driving silver demand
27:08 Solid-state batteries and implications for EVs and silver consumption
43:03 Silver mining industry and stock opportunities
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The opinions, analyses, and predictions expressed by Andrew Maguire and any guests in this content are their own and do not necessarily reflect the views, positions, or official policies of Kinesis.
This information is provided for informational purposes only and should not be considered financial advice. Kinesis assumes no responsibility for any investment or financial decisions made based on the information provided. Please consult with a qualified financial advisor for personalised guidance.