The David Lin Report Historic Silver Squeeze Warning: $300 Price Next? | Shawn Khunkhun
Sep 23, 2025
Shawn Khunkhun, CEO of Dolly Varden Silver, dives into the fascinating world of silver mining and market dynamics. He reveals the recent surge to $40 an ounce, fueled by a pressing supply squeeze and growing demand. Shawn explains why silver is scarcer than gold, discusses the implications of investor trends, and outlines the hurdles faced in increasing production. He also shares insights on how a critical mineral status could reshape the industry and the strategic moves Dolly Varden is making amid these exciting market shifts.
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Inventory-Driven Squeeze Looming
- Shawn Khunkhun says silver inventories are very low and the market is vulnerable to a squeeze.
- He estimates a 50 million ounce delivery could push silver to new USD highs.
Chronic Annual Supply Deficit
- Annual silver consumption outpaces mined supply, creating a persistent deficit.
- Shawn quantifies roughly a 200 million ounce annual shortfall driven by mining and recycling gaps.
Silver Can Become Rarer Than Gold
- Shawn argues silver can be effectively rarer than gold due to consumption and recycling differences.
- He warns industrial demand and lower recycling could push future mine ratios toward parity with gold.