Industrial demand will drive SILVER beyond $100 in 2026
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So I did a lot more digging into the fundamentals behind silver, why silver is going so high.
It's over $64 as I'm recording this.
And of course, it's going to jump around.
It's going to be bumpy.
I checked in with David Morgan.
He confirmed the same thing.
Andy Shackman, all of them will say the same thing.
It's not going to go up in a straight line.
But the fundamentals are driving this now.
And what are the fundamentals?
Well, the number one thing that I found is this is beyond the whole history of how JP Morgan and all these other banks have been trying to, well, they've been effectively manipulating the silver market by selling paper, silver shorts for decades.
Now, JP Morgan has apparently liquidated its silver shorts and it now owns millions of ounces, I think hundreds of millions of ounces of physical silver.
So JP Morgan is long silver at the moment, but there are other banks and institutions that are still holding a tremendous amount of paper that is short silver and they are going to be facing a Lehman Brothers type of moment, probably.
We're talking about hundreds of billions of dollars of exposure in silver market losses because of all the shorts.
Anyway, aside from that, the physical industrial demand for silver has never been higher.
And this is what we need to understand.
And it has a lot to do with AI and data centers.
But it also has to do with energy for those data centers.
So let me back up.
Of course, you know, there's an AI race, a race for AI dominance.
And data centers are being built all over the United States and also in China.
And the U.S. is way behind on energy production.
I've covered this before in great detail.
China currently produces more than twice the annual terawatt hours of power than does the United States.
And China's electricity costs are on average about 40% lower than the United States.
And compared to the EU, China's costs are like 60 to 70% lower, depending on the country.
So that gives China a tremendous advantage.
Also, China is in the process of building about 30 nuclear power plants.
And some of those are many years into the process, so they're close to being done.
It's like a factory of building nukes and also turbine, you know, gas-powered power plants and coal-powered power plants, etc.
Plus hydropower and wind and solar.
China's doing it all.
And if China's building 30 nuclear power plants right now, how many do you think the United States is currently building?
And that answer would be zero.
Zippo, nothing.
Trump says we're going to build 10 AP1000 nuclear power plants.
And as I've mentioned before, those might be finished sometime in the 2040s, not even the 2030s.
And as I've also discussed previously in great detail, in order for the United States to become domestically nuclear power independent, which means producing its own nuclear fuel and enriching its own fuel, etc., that will take, if we start now, that will take until 2055.
So, oh, and by the way, Even if we build 10 nuclear power plants in the USA, that will only add about 100 terawatt hours annually to US output, whereas we are thousands of terawatt hours behind China right now.
So what does this all have to do with silver?
Well, one of the energy sources that you can build quickly, whereas nuclear is very slow to build, it takes 15 years in the US, if not more.
But solar panels can be deployed quickly.
It's really the fastest energy source, especially given that gas turbines now have a multi-year wait from the turbine manufacturers, like five years.
So even if you went out and said, I'm going to burn natural gas to generate electricity, I need these turbines.
Yeah, guess what?
Join the list.
Join the wait list.
It's a five-year list.
Well, maybe for some models, it's only a three-year wait, but for others, it's a five-year wait.
You know, what doesn't have a five-year wait is solar.
But solar panels use silver.
Solar panels use silver.
So the fastest way for data centers to ramp up power is to use solar.
By far the fastest.
You can have that up and running in one year if you've got the solar panels.
So there is massive demand for solar power production or solar panels.
And you might think, well, all the solar panels come from China, don't they?
Not exactly.
A lot of them come from China, but there are also solar panel manufacturers in Japan, the more advanced flexible models and so on.
There are solar panel manufacturers in Europe.
And you may not know this, there also now a massive new solar panel manufacturing industry in India.
Yes, India, where the GDP is skyrocketing by something approaching, I don't know, 7% or 8% per year, which is just off the charts.
I mean, it's remarkable.
The U.S. economy, is it growing at all?
I don't know.
But India is growing like crazy, even faster than China.
And China is growing at a steady clip as well.
China's economy is just amazing.
So bottom line is the demand for silver now is the highest it's ever been in history in terms of the number of millions of ounces needed annually by industry.
And because silver, of course, is an element on the table of elements and it has unique properties of conductivity, et cetera, it can't just simply be replaced with something else.
If they could replace silver with something else, they would have already done so.
But silver is silver, like gold is gold and titanium is titanium.
There is no alternative when you need that element.
So how much silver goes into a solar panel?
Well, I don't know the average number.
It's probably, I'm just guessing, maybe it's only an ounce.
Maybe it's less than an ounce.
Whatever it is, you have to have it, which means that the total cost of the solar panel itself, silver is a small portion of the overall total cost.
And so since you have to have silver to make that solar panel, you're going to pay anything for that silver.
Even if silver doubles or triples in price, which is exactly what's happening, you're still going to buy it.
And you're still going to place orders.
You're going to buy futures of silver and you're going to want to take delivery, which is also what's breaking the COMAX markets and the LBMA, et cetera, because Really, the COMAX, in my opinion, it's a giant paper shuffling scam.
It was never designed to handle people actually wanting their physical silver.
It was designed to manipulate markets with paper.
But now, industry is driving this, and industry needs the actual physical silver.
Give me the silver because we got to use it to make stuff.
And so that's why you have all of this rapid purchasing of silver at any price.
And this is going to continue.
And so, in my opinion, now, now that I've really done more research into the industrial demand behind silver, I am now convinced that unless there is a global economic collapse, there's no doubt in my mind that silver is going to surpass $100 an ounce and it will keep on going.
And probably by, I'm just guessing, the end of the first quarter of 2026.
So let's just say the beginning of April.
How about that?
The beginning of April, no joke, silver hits $100.
Or it could happen, actually, it could happen by Christmas, but I'm not saying that's not my prediction.
I'm going to say silver hits $100 before April of 2026.
And then it keeps on going.
And some people think it could hit $200.
I don't know.
But see, it's not only solar panels where the demand is coming from.
But just to summarize what I just said, solar production is skyrocketing because the power demand for data centers is skyrocketing.
And even when you talk about orbital data centers or putting compute in orbit, that needs solar panels also.
You have to launch the solar panel with the orbital server.
And so you still need the silver and the other metals to make the solar panels.
Now, you see, though, it's more than solar panels.
It's also EVs, electric vehicles.
So electric vehicles use silver.
And I don't know, again, how much silver.
Maybe it's an ounce of silver per EV.
Maybe it's two ounces.
And of course, it's used throughout the electronics and the various components, but mostly the electronics that go into an EV, maybe some display elements and things like that.
But there's a certain amount of silver in every EV.
Well, EVs are becoming incredibly popular now worldwide.
And China is leading the way in EV design and manufacturing and engineering.
And EVs are about to become viable in a way that they never have been because of advances in battery technology, including sodium ion batteries, but also rapid charge capabilities of batteries where you can charge your batteries to 80% in five minutes instead of an hour and a half or whatever it used to take.
I don't know.
I've never owned an EV.
So because I figured long ago, my time is worth more than just sitting around waiting for something to charge on a trip.
So I don't, I have zero interest in EVs until they use sodium ion batteries and they can charge in just a few minutes.
And then now I'm interested, you see.
I've even said publicly: if Tesla makes a vehicle with sodium ion batteries, I'm interested in it.
And the cyber trucks, I see them where I drive and like where my studio is in Texas.
We have ex-employees that live right around us, and they're always driving their cyber trucks up and down the highway.
And I even saw one with a license plate the other day that said Elon WIP, Elon Space WIP, Elon WIP, I guess.
And I'm curious what that stands for.
Does anybody know what that means?
But that cyber truck was in front of me just the other day.
Maybe it's, I don't know, maybe it's an Elon family member or one of his 15 wives or whatever.
I don't know.
But I'm kidding.
He hasn't married them.
Elon is innovating in so many areas, you know, with reusable rocketry and also, of course, orbital AI and the Grok AI systems and so much more that, oh, robotics.
Don't forget robotics.
That's the big thing that's coming up.
But the cyber trucks and all the EVs that come out of Tesla are going to take a quantum leap forward in the next, I would guess, two years.
And suddenly they're going to become a lot more viable.
And a lot of people who have been turned off by EVs are going to take a new look at them once this new battery tech comes into play.
And that's going to drive even more demand for silver.
Now, on top of that, silver is also used in weapons manufacturing.
So there's a lot of silver in every cruise missile.
I don't know how much, but it's something, and you have to have it.
And this is true for all kinds of aerospace, you know, rockets, missiles, launch craft, whatever.
You need silver.
And the war industry is doing really well right now because of all the wars and all the demand for weapons, et cetera, and all the debt spending on these weapons.
So of course, there's very high demand for more weapons.
So think about this.
You've got, number one, super high demand for solar panels because of data centers.
Then you've got increasing demand for EVs because of the improvements in EVs.
And also out of China, massive manufacturing of huge quantities of EVs that they export all over the world.
And then on top of that, you've got the weapons industry.
Aside from that, there's also a lot of silver used in data centers themselves.
So silver is used in energy storage devices.
Silver is used in, I think it's using capacitors.
It's on microchips.
It's on, you know, it's a conductive element, obviously.
It's used in all kinds of things in data centers.
On top of that, you know, we use it.
Not that we are a major user, but we buy silver plates to use to make colloidal silver for our colloidal silver mouthwash and other products, such as our colloidal silver first aid product at healthrangerstore.com.
We have silver sprays and all kinds of silver products.
And so, you know, of course, those are going to get more expensive as silver goes up.
But there are medical uses of silver.
There are industrial uses.
There are defense industry uses, energy sector uses.
Oh, and telecom.
Forgot to mention telecom.
So almost all the communications equipment uses some amount of silver.
So there you go.
That's what's driving silver prices to $64 as of right now.
And I believe it's going to drive silver to over $100 an ounce, like I said, by April of next year.
Now, what's funny is this last summer, I predicted silver would hit 50 by the end of this year.
And now it's already 64.
So there's a case where I was too conservative in my projection.
And that might be the case again.
We might have $100 silver by January.
I wouldn't be surprised at all.
But I'm just going to be a little more conservative and say $100 silver by April.
But the key in all of this is to have physical silver in your hands.
Don't buy ETFs.
Don't buy paper.
If you own physical silver and you have it vaulted for you, make sure it's allocated to you.
And there's also another level which is segregated, which is where you have your physical silver, like it's got your name on it and it's sitting in a spot in a vault.
That's called segregated silver.
Very few companies even offer that, by the way.
Mostly it's aggregated.
I'm sorry, allocated.
And then there's so-called unallocated silver, which I do not recommend because that means you only have a claim to a certain amount of physical silver, but there actually might not be that physical silver in existence, right?
So the best thing is to have silver in your hands.
And the place to get silver, of course, our sponsor, which is the company that was co-founded by Tucker Carlson, it's called Battalion Metals, and you can reach them through our affiliate link, metalswithmike.com.
Metalswithmike.com.
And yes, we do earn a very tiny percentage of silver sales as the sponsorship compensation for us.
But that just helps fund our operations a tiny amount.
I mean, it's so small, it's ridiculous.
But the main reason why I have this relationship with this company is because I've known these guys for at least six years now, Chris Olson.
And these are pro-Ron Paul people, pro-Liberty, you know, pro-humanity people who are all about honest money.
And they're high-integrity people.
And they will treat you right.
I will not get any complaints from people who say, oh, I got ripped off.
I overpaid.
No, not with this company.
You'll get that from some other sort of shyster operations out there for sure.
They do exist.
But Battalion Metals is honest, above board, full transparency.
They protect your privacy, everything.
And they have their own vaulting services, which are top-class, you know, Lloyds of London insured, high-security facility.
I mean, one of the highest security facilities in North America for vaulting physical silver and gold that's allocated to you.
And they also, I believe they offer segregated at a higher storage cost, by the way.
So check them out at metalswithmike.com if you believe that purchasing gold and silver is right for you.
Don't take this as investment advice.
There's risk in all metals.
Well, there's risk in dollars, as you know, there's risk in everything.
But do your own research and see what you think.
And, you know, just for the record, some people think silver is going to correct back down to $40.
I'm saying today, I'm confident it's going to go to $100.
But I don't have a crystal ball.
Might be wrong.
Who knows?
I guess we're going to find out.
In the meantime, be wise.
Take care of your assets and you'll make it through all this.
So thank you for listening.
I'm Mike Adams here.
And you can follow my work at brighteon.com.
And also check out our new amazing book engine, our book creation website, which is brightlearn.ai.
And we have books there about silver.
And they're all free.
You can download them and read them for free.
So go to books.brightlearn.ai and click on the finance category there.
And you will see books about silver.
And also, I just published a book about how to hide gold and silver, the advanced strategies for hiding your metals.
It's, what's it called?
The Vanishing Vault.
That's the name of the book that I just created there.
So check that out.
It's all free.
Again, that's at books.brightlearn.ai.
And thanks for listening.
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