2026-01-01 13:23:48

Silver has long shed the label of "poor relative of gold." Today, it has become a key element supporting the global technology industry—solar panels, new energy vehicles, AI chip cooling systems—all of which rely heavily on it. Why? Silver's conductivity and heat dissipation performance are unmatched, which not only affects costs but also determines the performance boundaries and safety margins of products. The amount of silver used in new energy vehicles is more than three times that in traditional fuel vehicles, and AI computing power demands zero latency signals, pushing silver into the "must-have" category.

However, supply-side issues are becoming increasingly severe. About 70% of global silver is a byproduct of copper, lead, and zinc mining; its production is not primarily dictated by silver prices but is entirely influenced by the main mineral markets. Additionally, large industrial groups are stockpiling for self-defense, and India's practice of settling energy imports with silver has accelerated silver inventory depletion like never before. Compared to 2020, inventories at exchanges in New York and London have plummeted by 40%-70%, with some regions' spot inventories only enough to sustain the market for 30 days.

By 2025, the silver deficit has already exceeded 3,600 tons, and by 2026, it could surge close to 8,000 tons. Adjustments in global export control policies further exacerbate this situation. Tech giants in Silicon Valley may soon face not just "high prices" but a critical "availability" test.

In the short term, the industry will inevitably undergo a reshuffle—automakers may prioritize production of high-end models. In the long run, there are only two options: either technological breakthroughs to "de-silver" solutions or major players themselves laying out and acquiring mineral resources.

A final warning: silver's price volatility is 2-3 times that of gold, earning it the nickname "Demon Metal." This silver storm, which concerns the lifeblood of global technology, is not an easy game for ordinary investors to master.

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notSatoshi1971

· 5h ago

Damn, the stockpile is only enough for 30 days? This is truly the real black swan event. Silver is about to explode, but demon metals are indeed not fun to play with. India's move is bold enough, directly using silver for energy settlement, which is squeezing the global economy. The move by car manufacturers to prioritize high-end models indicates that the supply chain is already beginning to differentiate... ordinary players should not follow the trend. By 2026, an 8,000-ton deficit—how will chip costs be controlled once this number is out? Ultimately, it still comes down to technological breakthroughs or giants mining on their own. Demon metals are truly devilish, with fluctuations of 2-3 times that of gold. Retail investors jumping in are just asking for death.

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TokenomicsPolice

· 5h ago

Is the stock only enough for 30 days? Now I'm really panicking... Should we hurry to prioritize de-dollarization?

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LiquidatedDreams

· 5h ago

Shortages are the real killer; price is just a minor issue --- 30 days of inventory? That's playing with fire --- Giant companies stockpile for self-defense, and retail investors are just waiting to drink the soup --- Talking about de-silvering? Easy to say, technological breakthroughs don't happen that fast --- Demon metals are indeed as the name suggests; 2-3 times volatility—who can withstand that? --- India's move is brilliant, directly shaking up the global supply chain --- A shortage of 8,000 tons in 2026? Major tech companies should be worried --- Prioritize high-end cars for supply; mid-range car manufacturers might as well wait to be eliminated --- Instead of investing in silver, better to invest in upstream mining companies that produce it --- Resources are in the hands of the big players; ordinary people playing this are just throwing money away

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pumpamentalist

· 5h ago

Is the stockpile only enough for 30 days? That logic is really brilliant. Major manufacturers hoarding supplies for self-defense has truly pushed retail investors into a corner. --- Talking about de-silverization casually, how will it actually be implemented? Technological breakthroughs don't happen that quickly. --- The nickname "Devil Metal" is spot on. Its volatility is 2-3 times that of gold. Ordinary people should probably stay away. --- India's energy settlement operations are ruthless. The global silver distribution has suddenly gone into chaos. --- An 8,000-ton deficit by 2026? Isn't this forcing car manufacturers and tech companies to become miners themselves? --- A life-and-death test of whether there's inventory—sounds like a resource war is about to begin. --- Prioritizing high-end cars' supply—what does that mean? The mid-range market is probably going to cool off. --- The point about 70% attached products being well explained—silver prices simply can't control their own destiny.

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MoneyBurnerSociety

· 5h ago

Is the stock only enough for 30 days? That's even tighter than the margin in my account... Silver has really become the demon metal, and as a seasoned rookie, I feel a strong resonance.

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FUD_Whisperer

· 5h ago

Stock for 30 days? This isn't out of stock; it's a ticking time bomb... Retail investors really are courting disaster with this stuff.

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BearMarketBro

· 5h ago

Damn, the inventory is only enough for 30 days? Are they serious about this? --- If the de-silverization breakthrough can't be achieved, then in the future, it will really depend on who hoards the most. --- The nickname "Devil Metal" is spot on, with 2-3 times volatility— isn't this just a harvesting machine for the little guys? --- So in the end, it still depends on the chip manufacturers to mine? That sounds a bit far-fetched. --- That move in India directly pushed silver into the spotlight, now the whole world is scrambling. --- Prioritizing volume preservation for luxury cars? Then ordinary consumers will have to pay more. --- 30 days of inventory really can't hold up; next year will be crazy. --- The technical breakthrough probably won't be easy; I bet the giants will end up buying mines. --- This is the real choke point, more covert than chips.

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