🧵 THREAD: Silver — The "Indispensable" Sovereign Metal 🪙⚡
In late 2025, the world is witnessing a "Silver Squeeze" like never before. With prices crossing $80/oz and ₹2.3 Lakh/kg, Silver has officially left Gold's shadow.
Why is this happening, and why is this metal the backbone of the next century? 👇
In late 2025, the world is witnessing a "Silver Squeeze" like never before. With prices crossing $80/oz and ₹2.3 Lakh/kg, Silver has officially left Gold's shadow.
Why is this happening, and why is this metal the backbone of the next century? 👇
1️⃣ 2025: The Year of the Great Outperformance 📈
As of December 2025, Silver has delivered a staggering 150%–170% YTD return, completely eclipsing Gold’s ~70% gains.
The "FOMO" Factor: Retail and institutional investors are rushing in as silver hits psychological all-time highs.
The "Critical Mineral" Tag: Governments (including the US) have officially designated Silver as a "Critical Mineral" for national security and energy.
As of December 2025, Silver has delivered a staggering 150%–170% YTD return, completely eclipsing Gold’s ~70% gains.
The "FOMO" Factor: Retail and institutional investors are rushing in as silver hits psychological all-time highs.
The "Critical Mineral" Tag: Governments (including the US) have officially designated Silver as a "Critical Mineral" for national security and energy.
2️⃣ The Ancient Roots: Where it all began ⛏️📜
Anatolia (3000 BCE): The first large-scale silver mines were in modern-day Turkey. Silver was the world's first "standardized" currency.
Laurion Mines of Greek: The Greeks defeated Persia using a navy funded entirely by the Laurion Silver Mines.
Potosí (Bolivia), Mountain of Silver : In the 1500s, one mountain produced 60% of the world's silver, funding the Spanish Empire for 300 years.
Anatolia (3000 BCE): The first large-scale silver mines were in modern-day Turkey. Silver was the world's first "standardized" currency.
Laurion Mines of Greek: The Greeks defeated Persia using a navy funded entirely by the Laurion Silver Mines.
Potosí (Bolivia), Mountain of Silver : In the 1500s, one mountain produced 60% of the world's silver, funding the Spanish Empire for 300 years.
3️⃣ Production vs. Reserves: Who holds the power? 🌍🏦
Production King: 🥇 Mexico (~200 million ounces/year).
Reserve Giant: 🥇 Peru holds the world's largest underground reserves (~98,000 tons), followed by Australia and Poland.
The India Angle: India is the largest consumer but produces very little (~25 Moz). Most of our supply comes from the Zawar and Sindesar Khurd mines in Rajasthan.
Production King: 🥇 Mexico (~200 million ounces/year).
Reserve Giant: 🥇 Peru holds the world's largest underground reserves (~98,000 tons), followed by Australia and Poland.
The India Angle: India is the largest consumer but produces very little (~25 Moz). Most of our supply comes from the Zawar and Sindesar Khurd mines in Rajasthan.
4️⃣ The "By-Product" Paradox (The Supply Bottleneck) ⚠️
This is the most critical fact for investors: 72% of Silver is a by-product.
It comes from mining Lead, Zinc, and Copper.
Even if Silver prices double tomorrow, miners cannot just "produce more" silver without increasing the production of Lead/Zinc.
This creates a Structural Supply Deficit — now in its 5th consecutive year in 2025.
This is the most critical fact for investors: 72% of Silver is a by-product.
It comes from mining Lead, Zinc, and Copper.
Even if Silver prices double tomorrow, miners cannot just "produce more" silver without increasing the production of Lead/Zinc.
This creates a Structural Supply Deficit — now in its 5th consecutive year in 2025.
5️⃣ The Scientific "G.O.A.T." 🧪⚡
Best Conductor: It is the most electrically conductive element known to man.
Reflectivity: It reflects 95% of the visible light spectrum.
The "Biocide": It is naturally anti-bacterial. In 2025, it's being used in "smart bandages" and water purification for space missions.
Best Conductor: It is the most electrically conductive element known to man.
Reflectivity: It reflects 95% of the visible light spectrum.
The "Biocide": It is naturally anti-bacterial. In 2025, it's being used in "smart bandages" and water purification for space missions.
6️⃣ The Largest Mines in the World 🏢⛏️
🥇 Penasquito (Mexico): Operated by Newmont, it is the world's largest single silver-producing mine (~40-45 Moz/year).
🥈 KGHM (Poland): Collectively, Poland's KGHM operations are the largest source of silver in Europe.
🥉 Cannington (Australia): One of the world’s highest-grade underground mines.
🥇 Penasquito (Mexico): Operated by Newmont, it is the world's largest single silver-producing mine (~40-45 Moz/year).
🥈 KGHM (Poland): Collectively, Poland's KGHM operations are the largest source of silver in Europe.
🥉 Cannington (Australia): One of the world’s highest-grade underground mines.
8️⃣ Mind-Blowing Facts 🤯
The "Dollar" Name: The word "Dollar" comes from Joachimsthaler, a silver coin from the 16th century.
The Blue Skin: Over-consumption of silver can lead to Argyria, where a human's skin permanently turns blue-grey.
Argentina: The only country named after a metal (Latin: Argentum = Silver).
The "Dollar" Name: The word "Dollar" comes from Joachimsthaler, a silver coin from the 16th century.
The Blue Skin: Over-consumption of silver can lead to Argyria, where a human's skin permanently turns blue-grey.
Argentina: The only country named after a metal (Latin: Argentum = Silver).
9. The AI & Green Energy "Vacuum" 🔋☀️
Why the sudden spike? Because the "Green Revolution" and "AI Boom" are literally devouring Silver.
Solar Power: Every solar panel uses silver paste. In 2025, solar alone consumed 30% of the world’s silver.
Electric Vehicles (EVs): An EV uses 2x more silver than a petrol car for its complex sensors and battery brains.
9Why the sudden spike? Because the "Green Revolution" and "AI Boom" are literally devouring Silver.erheating. Silver is the "Oil" of the AI Age.
Why the sudden spike? Because the "Green Revolution" and "AI Boom" are literally devouring Silver.
Solar Power: Every solar panel uses silver paste. In 2025, solar alone consumed 30% of the world’s silver.
Electric Vehicles (EVs): An EV uses 2x more silver than a petrol car for its complex sensors and battery brains.
9Why the sudden spike? Because the "Green Revolution" and "AI Boom" are literally devouring Silver.erheating. Silver is the "Oil" of the AI Age.
10. The Bottom Line for 2026 💡
Gold is for saving your wealth. Silver is for growing your wealth. With the US Fed cutting rates and China restricting silver exports starting in 2026, the "Silver Squeeze" is just getting started. #Silver #SilverPrice2025 #Investing #GoldVsSilver #Economy #AI #GreenEnergy #UPSC #Commodities
Gold is for saving your wealth. Silver is for growing your wealth. With the US Fed cutting rates and China restricting silver exports starting in 2026, the "Silver Squeeze" is just getting started. #Silver #SilverPrice2025 #Investing #GoldVsSilver #Economy #AI #GreenEnergy #UPSC #Commodities
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