SmarterMarkets™ Gold for the 21st Century Episode 7 | Michael DiRienzo, President & CEO, The Silver Institute
May 10, 2025
Michael DiRienzo, President & CEO of The Silver Institute, delves into the critical role of silver in the green economy. He discusses its surging demand in industries like photovoltaics and how it’s evolving in investor portfolios. The conversation uncovers the dynamics between silver and gold markets and highlights current supply deficits. He also addresses the impact of geopolitical tensions and tariffs on the silver market, emphasizing silver's resilience and its potential both industrially and as an investment asset.
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Silver's Growing Industrial Role
- Silver's industrial demand is rising due to the green economy and AI-driven technology expansion.
- Over 55% of silver demand is for industrial uses, especially photovoltaics and electrification of devices and infrastructure.
Top Silver Producing Countries
- Mexico leads silver mining, followed by China, Peru, Bolivia, and Chile.
- China is now the top gold producer and second largest silver producer after surpassing Peru.
Silver Buying Opportunity Signal
- The gold-silver ratio at 100:1 signals a strong buying opportunity for silver relative to gold.
- Silver has lagged gold's price rise despite ongoing structural market deficits.