The Assay sits down with Peter Krauth, Analyst at Silver Stock Investor, onsite at PDAC 2025.
Peter talks to us about the supply and demand dynamics of the silver market, he explains that there is an estimated 1Boz of silver supply each year, but demand is reaching in excess of 1.2B, mainly dominated by the green transition and solar panel. Despite this deficit, Peter says, there is no additional primary mine supply in sight in the immediate years to come.
Peter also talks to us about the correlation of silver prices to gold prices, he states that the gold/silver relationship has become less intertwined over the years, with silver being more recently becoming considerably cheaper than gold.
Website: silverstockinvestor.com
