Marketplace All-in-One Call it a silver squeeze
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Oct 21, 2025 Silver prices recently soared to an all-time high due to a significant physical shortage that's persisted since 2020, driven by heightened industrial demand. Meanwhile, Coca-Cola is launching mini cans aimed at impulse buyers and health-conscious consumers. In a different vein, Petrobras gained the green light to drill near the Amazon River, raising concerns about environmental impacts. The podcast also dives into the fascinating industrial uses of silver, which could influence the costs of technology and clean energy in the future.
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Silver Faces A Structural Shortage
- Global silver demand has outstripped supply since 2020, creating a structural deficit in the market.
- Industrial uses dominate silver demand, so shortages can push up costs for solar panels, electronics, and EV components.
Physical Flows Revealed Market Strain
- Unusual cross-Atlantic silver flows in 2025 showed physical tightness as bars moved between London and New York.
- Holiday demand in India and tariff fears amplified shortages and strained exchange inventories.
Supply Is Unresponsive To Demand Shocks
- Most silver is mined as a byproduct of other metals, so supply doesn't quickly respond to price or demand increases.
- Building new mines is slow and permitting hurdles make short-term resolution unlikely.