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Silver’s new supercycle: AI demand meets shrinking supply
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Silver’s new supercycle: AI demand meets shrinking supply
Silver demand is exploding—AI data centres, solar, EVs, and advanced electronics are consuming silver faster than mines can supply it, deepening multi‑year structural deficits Global mine supply is struggling, with declining ore grades, ongoing closures, and inelastic by‑product production unable to respond to rising prices Prices have surged, more than doubling in 2025 and breaking above $90/oz in early 2026 as inventories hit multi‑decade lows…
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