The David Lin Report Silver Squeeze To $300, Says Expert Who Called $100 | Peter Krauth
Feb 2, 2026
Peter Krauth, author and longtime silver-market analyst behind The Great Silver Bull and Silver Stock Investor, sticks to a bold $300 silver thesis. He breaks down structural supply deficits and why $50 could become a new floor. He maps a mania-driven roadmap to triple-digit silver, examines mining costs and inventory draws, and debates industrial demand, ratios, and timing.
AI Snips
Chapters
Books
Transcript
Episode notes
Structural Deficit Drove Long-Term Conviction
- Peter Krauth identified a multi-year structural silver deficit beginning before 2022 driven by rising demand and stagnant mining supply.
- He used that deficit plus inventory drawdowns to justify long-term bullish conviction despite years of flat prices.
Prepare For Pullbacks During Bull Runs
- Expect volatility and periodic deep corrections during multi-year bull runs; remain patient and view corrections as rebalancing opportunities.
- Use the larger secular context to avoid panic-selling during typical 15–30%+ pullbacks.
Mining Costs And A New $50 Floor
- Krauth estimates an all-in mining cost floor near $30 per ounce and expects that cost pressure kept silver range-bound for years.
- He argues $50 now functions as a new psychological and technical floor after taking 45 years to reach it.
