Why Silver Demand Keeps Rising While Supply Stays Stagnant & What To Do About It

Investor webinar replay

Meeting Overview The webinar focused on the rising demand for silver and stagnant supply, exploring the dynamics affecting the silver market. The discussion included insights from experts Chen Lin and Tavi Costa, along with moderator Peter Kraut, who presented data on supply challenges and demand trends in various sectors. Key Discussion Points - Overview of silver demand and supply dynamics. - Historical trends in silver mine supply and production. - The impact of COVID-19 on silver mining operations. - The role of primary silver mines versus silver produced as a byproduct of other metals. - Current and projected silver supply deficits. - Industrial demand for silver, particularly in solar panels and electronics. - Investment trends in silver, including physical coins, ETFs, and equities. - The significance of solar energy in driving silver demand. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor silver supply and demand trends for...

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[Speaker identities could not be resolved; generic labels used] [00:07] Speaker 1: Hi everyone and welcome to today's webinar hosted by 6. [00:14] Speaker 1: Today's topic is going to be why silver demand keeps rising, why supply stays stagnant and what you can do about it. [00:22] Speaker 1: So we have [00:24] Speaker 1: 2 great guests today. [00:26] Speaker 1: Chen Lin, who writes the newsletter, What is Chen Buying? What is Chen Selling? As well as Tavi Costa, who is a portfolio manager at Crestcat Capital. [00:35] Speaker 1: I'm Peter Kraut. I'll be moderating [00:38] Speaker 1: today's panel. [00:39] Speaker 1: I write a silver-focused [00:41] Speaker 1: newsletter called SilverStockInvestor.com [00:44] Speaker 1: and recently published a book called The Great Silver Bull. [00:48] Speaker 1: So today's format is going to be where we each do a short presentation [00:52] Speaker 1: and then together are amongst the 3 of us will discuss some major points [00:57] Speaker 1: and then we'll open the floor to questions from viewers. So as we present any time along the way, [01:04] Speaker 1: please feel free to post your questions [01:06] Speaker 1: to the chat at any time. So as I say, today's talk is going to be about silver, how demand is really, in my case, anyways, my talk is about how demand is outstripping supply [01:18] Speaker 1: and what some of the dynamics are in this market. [01:22] Speaker 1: Silver mine supply is very much challenged. [01:27] Speaker 1: From what we can see, it peaked back in 2016. [01:31] Speaker 1: Supply has been falling for the last [01:33] Speaker 1: 4 straight years. [01:35] Speaker 1: Actually the 4 years following that, it bottomed in 2020. [01:40] Speaker 1: Of course that was exacerbated [01:42] Speaker 1: by the COVID pandemic...