Category Archives: Investment

$531B in Treasury Auctions settles today, spotlighting hidden risks in the dollar system. As bank reserves thin, central banks may … Continue reading →

Cathie Wood said the divergence of base metal prices from gold could be pointing to signs of extreme economic weakness. … Continue reading →

The extinction of silver as an element on the periodic table is a concerning prospect that merits serious consideration.

Silver is indeed at risk of disappearing entirely and its availability for industrial and technological applications are becoming severely limited in the upcoming weeks and months.The absence of significant new silver discoveries in the past decade is particularly alarming

The lack of silver mining success comes at a time when Silver demand is rapidly increasing across multiple sectors.

The metal’s unique properties make it indispensable for conductivity, reflectivity, and anti-corrosion applications in industries ranging from electronics to renewable energy

The rise of electric vehicles, aerospace, military, AI data centers, 5G networks, and solar power installations is driving unprecedented demand for silver

Each of these technologies requires substantial amounts of the metal. For instance, a single solar farm can consume hundreds of thousands of ounces of silver.

Every gigawatt of solar uses 700,000 ounces of silver

Silver goes Nuclear

Pressurized water reactors (PWRs) commonly use silver-indium-cadmium (Ag-In-Cd or AIC) alloy control rods for neutron absorption. Here are the key details about the use of this alloy in PWRs:

The typical composition of the Ag-In-Cd alloy used in PWR control rods is:

Silver (Ag): 80%

Indium (In): 15%

Cadmium (Cd): 5%

This composition is chosen for its excellent neutron absorption properties

The Ag-In-Cd alloy offers several benefits for use in PWR control rods:

High neutron absorption cross-section

Good mechanical properties

Resistance to radiation-induced swelling

Compatibility with reactor materials

While the exact amount of Ag-In-Cd alloy used can vary depending on the specific reactor design, a typical PWR would use between 2000 to 5000 kg of the alloy in its control rods. The majority of this mass (about 80%) would be silver, amounting to approximately 1600 to 4000 kg of silver per reactor

Westinghouse Nuclear Energy delivers power by the truckload

Many of you all know I live in Pittsburgh

Westinghouse Electric Company, headquartered in Cranberry Township, (a suburb of Pittsburgh Pennsylvania,) is developing two innovative nuclear power solutions for rural settings.

The first is the eVinci microreactor, a small modular reactor designed for remote locations. This compact unit can be transported on a truck and provides reliable, carbon-free energy for various applications

Major tech companies like Google, Microsoft, and Amazon are increasingly exploring nuclear power options to meet the growing energy demands of their AI data centers. These companies are attracted to nuclear energy’s reliability and potential for carbon-free power generation.

As AI technologies continue to advance and become more prevalent, the number of data centers is expected to grow significantly over the next decade. Industry analysts project that the global data center market could see a compound annual growth rate of 10-15% through 2030, potentially resulting in thousands of new facilities.

Updated Silver numbers if Google, Microsoft, Amazon, Tesla, OpenAI and the Trillions of Dollars rushing towards AI get their wish.

The Same Investment Strategy Fueling Nvidia BOOM applies in our Forecasting.

This rapid expansion, coupled with the push for sustainable energy sources, could lead to a surge in demand for small modular reactors (SMRs) and other advanced nuclear technologies.

The increasing interest in nuclear power for data centers, combined with the existing demand from traditional nuclear plants, could put significant pressure on silver stockpiles.

Silver’s unique properties make it essential in both nuclear reactor control rods and various components of data center infrastructure.

As these industries expand, the demand for silver is likely to outpace current production levels, potentially leading to a scenario where global silver stockpiles begin to deplete rapidly.

This growing industrial demand, coupled with silver’s role in renewable energy technologies and electronics, suggests that the precious metal may face supply constraints in the coming months will drive up prices and increasing its strategic importance in the global economy.

FACT: The nuclear industry relies heavily on silver, with each reactor using up to 4,000 kg in its control rods

Compounding the supply challenge is the declining ore grade of existing silver mines. As easily accessible deposits are depleted, extracting silver becomes increasingly difficult and expensive.

This trend will accelerate the depletion of economically viable silver reserves.

The geopolitical landscape adds another layer of complexity to the silver supply issue.

Mexico, a major silver producer, is considering nationalizing its silver resources (just like it already did oil, lithium and electric utilities) – We have a report tomorrow showing new notes from the MORENA party indicating they on what they are calling the second floor of their 4th transformation, and that the third and fourth floor are Mexico’s final steps to kick out investors from Canada and USA.

This move will significantly disrupt global silver markets and further constrain supply.

The acute scarcity of silver highlights:

Silver recycling is now impossible unfeasible because of the cost of labor and existing methodologies.

the urgent need for new investment

There are less than *4 pure silver companies on the stock market

We endorse 3 of them

We will continue to fact check this and update this article.

sources:

https://patents.google.com/patent/EP0737357A1/enhttps://www.antinternational.com/docs/samples/FM/11/CATH_FMTR3_sample1.pdfhttps://www.science.gov/topicpages/s/silver-indium-cadmium+control+rods https://en.wikipedia.org/wiki/Control_rodhttps://www.nrc.gov/docs/ML1135/ML113500368.pdfhttps://www.sciencedirect.com/science/article/abs/pii/S0149197009001589https://jopss.jaea.go.jp/pdfdata/JAERI-M-89-150.pdfhttps://www.osti.gov/biblio/4811673https://www.voanews.com/a/tech-firms-increasingly-look-to-nuclear-power-for-data-center/7823925.htmlhttps://www.npr.org/2024/10/29/nx-s1-5161411/tech-companies-look-to-renewable-energy-to-power-aihttps://www.wsj.com/business/energy-oil/nuclear-power-artificial-intelligence-tech-bb673012https://www.businessinsider.com/amazon-google-microsoft-openai-big-tech-investment-nuclear-ai-race-2024-10https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/ai-power-expanding-data-center-capacity-to-meet-growing-demandhttps://www.nytimes.com/2024/10/16/business/energy-environment/amazon-google-microsoft-nuclear-energy.htmlhttps://apnews.com/article/climate-data-centers-amazon-google-nuclear-energy-e404d52241f965e056a7c53e88abc91ahttps://www.cnbc.com/2024/10/15/big-tech-turns-to-nuclear-energy-to-fuel-power-intensive-ai-ambitions.html

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*This report does not count Mexico because of previous reports of their pending jurisdictional risk

Our opinions are not our sponsor’s opinions.

The views expressed on TheSilverIndustry.substack.com are not necessarily those of the Silver Academy. Continue reading →

“We’re at the beginning of a major bull market,” said Lundin, editor of the Gold Newsletter and CEO of the New Orleans Investment Conference. “The confluence of factors driving this rally is undeniable.” Continue reading →

Another day, another all-time high for the yellow metal; price surpasses $2,760 in Tuesday trading. October has been a strong … Continue reading →

Rafi Farber, a renowned investor, warns of an impending financial crisis triggered by dwindling bank reserves. In a recent interview … Continue reading →

China’s futures traders drove a remarkable $400 surge in gold prices this past spring, and now they are positioned to … Continue reading →

The presidential election is on November 5th, and radical economic promises abound. The very next day, the Fed will meet to decide on more interest rate cuts. Gold and silver are holding all-time highs. With all these factors and more, after Halloween, we will see just how spooky things can get for the US economy. Continue reading →

This week, we’ll look at a few ratio charts of silver vs some major US stock indexes to see just how inexpensive silver remains against equities. The first chart of Silver/NASDAQ shows price as having traded within a channel going back to the 1980s. There are a couple fascinating elements to the chart: first, the resistance line of the 80s and 90s that eventually gave way to silver’s secular bull of the 2000’s appears to have cloned itself beginning in 2011.  Continue reading →

Image Source: Pixabay Gold has just hit a new all-time high. Is this an underlying trend or a passing phase? … Continue reading →

From solar panels to electric vehicles, silver is at the heart of groundbreaking innovations in clean energy. Discover how this … Continue reading →

For those uninitiated in finance, a “short squeeze” refers to a situation where an individual or legal entity sells an asset in the future without owning it first, in the hope of buying it back later at a lower price in order to make a profit. However, if the price of this asset increases instead of falling as expected, this individual or legal entity is forced to buy it quickly to honor the delivery of their forward sale. This hasty buying movement then contributes to accentuating the rise in prices.  Continue reading →