How to trade silver?

This post is for educational and informational purposes only and must not be constructed as containing investment advice. The blogger who wrote this post is not a financial advisor, depending on your country and local regulation, you should seek advice from the appropriate financial advisors to ensure you are informed about the risks.

Status: Published.

a list of already published how to trade guides can be found HERE.

do your own research

Last update: August 10, 2026

Summary

1- Category

2- Utility

3- Market capitalization

4- Competition

4-A- income

4-B- Reserve

5- Macro trading

6- Ecosystem

6-A- Non profit

6-A-1- London Bullion Market Association

6-A-2- the silver institute

6-B- Silver price predictions

6-C- Silver Community

6-D- Trading vehicles

6-D-1- Silver backed cryptocurrencies

6-D-2- Physical Silver

6-D-3- Silver ETFs

6-D-4- Silver mining stocks

7- Stakeholders

7-A- Central banks trading

7-B- individuals

7-C- Hedgers

7-D- Mining companies

7-E- Silver recyclers

7-F- Speculators

7-G- Jewelry manufacturing

7-H- industrial demand

7-I- Silver Corporate treasury:

7-J- LOCO commercial vaults

8- Silver ups and downs

9- Why would someone need to buy Silver ?

9-A- Privacy

9-B- Diversification

10- Why KAG go down ?

10-A- Low inflation

10-B- Low Demand for Silver

10-B-1- Strong US Dollar

10-B-2- Jewelry

10-B-2-a- Jewelry - middle class

10-B-2-b- Jewelry - silver jewelry substitute

10-B-3- industrial commodity

10-B-3-a- Electronics demand

10-B-3-b- Silver substitutes

10-C- High Supply

10-C-1- Mining

10-C-1-a- Mining - Short term

10-C-2-b- Mining - Long term

10-C-3- Silver recyclers

10-C-4- Central banks

10-C-4-a- Central banks reserve

10-C-4-b- Central banks - interest rates hike

10-C-5- institutional

10-C-5-a- institutional reallocation

10-C-5-b- ETFs outflows

10-C-6- Jewelry

10-C-7- Traders - Stock Market

10-C-8- Vaults

10-D- Crisis end

10-D-1- Wars

10-D-1-a- Wars - inflation

10-D-1-b- Wars - Oil

10-D-2- Elections results

10-D-3- Political instability

10-D-4- Sovereign debt crisis

10-D-5- Financial sector crisis

10-D-6- Natural disaster

10-D-7- Global health crisis

11- Why KAG go up ?

11-A- high inflation

11-B- High demand

11-B-1- Central banks

11-B-2- institutional

11-B-2-a- institutional reallocation

11-B-2-b- institutional - ETFs outflows

11-B-3- Jewelry

11-B-4- Traders - Stock Market

11-B-5- Weak US Dollar

11-B-6- Jewelry

11-B-7- industrial demand

11-C- Low Supply

11-C-1- Short term

11-C-2- Long term

11-C-3- Vaults

11-D- Crisis start

11-D-1- Wars

11-D-1-a- Wars - inflation

11-D-1-b- Wars - oil

11-D-2- Political instability

11-D-3- Sovereign debt crisis

11-D-4- Financial sector crisis

11-D-5- Natural disaster

11-D-6- Global health crisis

12- How to stay informed about Silver?

Summary

this post should have HOW TO TRADE KAG as a title, but due to the fact that Silver encapsulate KAG and many other asset backed or linked to Silver, i taught that HOW TO TRADE SILVER make more sens.

Many guides available online criticize silver for its inability to generate an income like interest for bonds or dividend for stocks.

The best idea that you can take from this post is the fact that you can get a yield from KAG Kinesis silver, and this make KAG (or Silver) income generating.

Silver is the second most popular precious metal after gold, it is really scare, and a majority of holders voting yes for a governance proposal increasing silver supply is a joke. It is a real world asset that is very complicated and expensive to produce in a lab, at the opposite of diamond and emeralds that can be made in a lab at an affordable cost.

If you are a trading beginner not planning to hold it, you should ignore the narrative about silver : safe haven, store of value,…. I personally think that there is no safe haven for a trader, instead there is a market price and a lot of unexpected events.

Because of its use as investment and raw material in industry, Silver price is responsive to monetary and industrial market signals. The actual transition from fossil fuel to green electric energy is feeding a serious growth in industrial demand for silver. Silver has a relatively high volatility and it presents more oportunities for a short term trader to take profit, there is two case scenarios for silver :

Horizon or term	at most of your entire position
short	0.5% - 1%
medium-long	2%

1- Category

Silver KAG is physical silver stored in vaults with a digital record held on the blockchain – savers, investors and traders can own, trade, spend and send silver anywhere in the world, all while earning a yield.

2- Utility

• - redeemable (0.45 % + $100 USD+delivery costs),
• - counterpart risk protection,
• - vaults in 12 countries,
• - yield,…..

3- Market capitalization

According to coinmarketcap.com as of August 5, 2026 KAG rank 4186 with a $229.43M market capitalization.

4- Competition

4-A- income

Silver as an investment is in competition with three major assets : gold, bonds and stocks. If interest rates and dividend drop, than some of investors capital should be parked elsewhere.

4-B- Reserve

USD, EUR,... are known to be used as reserve by many central banks in the world and there is actually a growing discussion about initiating or growing reserves in other assets such as silver, bitcoin, ethereum,….

5- Macro trading

Macroeconomic trading is a vast field in trading that require an academic and professional understanding of a broad range of topics in economics to be able to understand change in indicators, news, indexes, metrics,... published all days and trade on them. The skills set include some mathematics and financial modeling that needs software programming to be operated efficiently. As soft skills, a macro trader must have a good understanding of national politics and geopolitics. A good Macro trader does not specialize in one market, he must know how Forex, bonds, stocks, commodities (like Silver),….. interact with each other. They know how to interpret numbers and how trends and prices form.

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6- Ecosystem

6-A- Non profit

6-A-1- London Bullion Market Association

LBMA’s role is to advance standards in refining and promote operating in the global precious metals industry. LBMA protects the interest of those who buy and sell precious metals by assuring the quality of what is traded on the Loco London Market.

6-A-2- the silver institute

the silver institute is a nonprofit international association that draws its membership from across the breath of the silver industry. This includes leading silver mining houses, refiners, bullion suppliers, manufacturers of silver products and wholesalers of silver investment products. Established in 1971, the institute serves as the industry’s voice in increasing public understanding of the many uses and values of silver.

A silver trader can use the silver institute newsletter, press releases and publications to feed understanding and trading decisions.

6-B- Silver price predictions

Anyone who try to use cryptocurrencies price prediction will realize that those predictions have a problem, some of them end up very far from real market price. Silver price prediction also can fail but in my opinion they are more realistic than crypto. Silver price predictive models are probably easier to build than those for Bitcoin or ethereum for a simple reason that there are less unknowns.

According to the chart below, Silver price could in average reach 82.19 by the end of 2026.

In the chart below, dates are estimate only and prices are from : LBMA 2026 forecast survey

6-C- Silver Community

with 15,000 Jungle Lurkers !! the wallstreetsilver is a REDDIT community that focus on silver, there you will find recent and interesting posts shared by members, it can help you save time and access high quality content for some of the posts. It is also a good way to know what other silver traders like you are doing, thinking or talking about.

6-D- Trading vehicles

this section is not talking about other possible silver trading vehicles such as :

• - Futures,
• - Options,
• - CFDs,
• - Mutual funds,….

I see instruments listed above as too advanced for a beginner, and unnecessary sophistication for a trading beginner with a small capital. Derivatives can be very useful, but it make sens to use them only when your trading portfolio is large and risky enough.

6-D-1- Silver backed cryptocurrencies

I have read some other HOW TO TRADE SILVER written by others, many are talking about silver as a none yielding asset that provide no income such as interest or dividend. I would like to highlight that many silver backed cryptocurrencies can be staked, a holder can get 6% APY from staking without loosing ownership. This of course change how silver is compared to stocks and bonds. I think that people holding physical silver must review their position and consider staking as a new source of income.

a post dedicated to Silver backed cryptocurrencies is available in this LINK

6-D-2- Physical Silver

this is a traditional way to invest in silver by buying :

• - bars,
• - silverware,
• - ornementation,
• - coins,….

storing silver at home is a bad idea for many reasons because it increase unncessary security risks, and alternatives are actually available, affordable and less risky.

The options of using silver backed cryptocurrencies in DeFi are making physical silver an outdated choice, unless you are preparing for a crisis worse than world war 2.

I do not recommend physical silver, it’s a bad idea.

6-D-3- Silver ETFs

according to www.etf.com/topics/silver there are 2 gold ETFs tracking the price of physical silver:

Category	Number
Commodities : precious metals silver	2
Leveraged commodities : precious metals silver	4
Inverse commodities:precious metals silver	1
Equity : global silver miners	6
Total	13

Trading or holding silver ETFs is one of the simplest and safest ways available and present some advantages such as :

• - 5/7 strong liquidity,
• - easy transaction and storage,
• - easy to manage legacy in case of sudden death,….

6-D-4- Silver mining stocks

miningfeeds.com investing in silver mining stocks is in fact an investment in silver mining operations :

• - exploration,
• - mining,
• - production,
• - refinement,
• - distribution,….

of course there is a link between the two, but it is not an investment in silver(the metal). This does not make sens for silver where there is many vehicles that track the price of silver directly. This can fuly make sens for industrial metals if they are not tokenized or tracked by an ETF, such as :

• - lead,
• - molybdenum,
• - zinc,
• - tellurium,
• - germanium,….

In practice, a mining company can not really specialize in silver, silver is in fact a byproduct of mining operations targeted to other metals such as lead, gold, copper, and zinc,…..

I will not advise a trading beginner investing in silver mining stocks because it is not silver (the metal).

Investing in mining stocks is a must for a specialized metal trader managing large funds allocated to metals, because it will allow him to cross and use the same data to trade commodities and mining stocks, this can increase expertise and efficiency.

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7- Stakeholders

all stakeholders in this section prefer gold and consider silver as second to gold, they allocate more resources to gold.

7-A- Central banks trading

central banks are sovereign institutions with a huge due diligence and risk management background, if they are buying silver(actually they are not, about 2 only are forming silver reserves), it tells about the safety of silver as an investment. Central banks can influence the silver market because of the size of their market operations. Some of them use silver as reserve and hedge against currencies exposure. Large central banks do not follow the trends, they initiate them, because they are the most involved players in the market.

Central bank	Silver holding
Russia	NA
Saudi Arabia	~$40M

7-B- individuals

highly convicted, they are passionate investors who allocate large part of their long term position into :

• - physical silver bars,
• - physical silver coins,
• - silver related stocks,
• - silver related futures contracts,....

7-C- Hedgers

Hedgers can be silver mining companies or institutional investors managing diversified portfolio with strong emphasis on risk coverage, they use silver or silver derivatives among other tools to reduce risks linked to possible prices trends in the future. Because of their size, hedgers can have significant influence on silver price.

7-D- Mining companies

Mining companies are on the supply side, large silver funds traders are closely monitoring production forecast and production report by mining companies. They can inject large quantities of silver into the market or fail to do so, and this can have an impact on silver price. Problems in exploration and production or the announcement of the shut down of a silver mining site can have an impact on silver price.

7-E- Silver recyclers

Silver is precious metal yes but it is relatively cheap compared to gold, companies in the industrial scrap processing and jewelry recycling can recover important quantities of silver.

7-F- Speculators

Speculators can be retail or institutional short term holders interested in taking profits as soon as they materialize.

7-G- Jewelry manufacturing

depending on the country, city, rural or urban areas, Jewelry can be used by women as luxury, prestige, elegance, power, … item. It helps express or signal social class, wealth or rank in the local community.

7-H- industrial demand

Gold and silver are both precious metals, but silver has more industrial application than gold, this makes silver price more correlated to industrial growth indicators.

silver characteristics such as :

• - easy to shape,
• - corrosion resistance,
• - helps stop diseases,
• - heat conductivity,
• - electrical conductivity,…

makes it a good choice for :

• - microchip,
• - switches,
• - printed circuit boards,....

in simple words, if you are using:

• TV remotes,
• Electrical Vehicles (EVs),
• microwave,
• Solar Panels,
• AI data center infrastructure,
• 5G infrastructure,
• soldering,
• brazing,
• RFID tags,
• water filtration,
• dentistry,
• LED chips,
• battery cells,....

there is probably a small piece of silver in them.

7-I- Silver Corporate treasury:

as a corporate treasury asset, Silver present a use case different from Bitcoin.

Bitcoin corporate treasuries are designed to strengthen the balance sheet with the goal of making money from the increase of BTC value in the future. Silver is more like gold both acting as a hedge, the price forecast are less ambitious than those of Bitcoin, but silver is commonly agreed on as safety net for an uncertain future.

Company	Silver reserve
Hyperscale data	10,000 ounce

7-J- LOCO commercial vaults

LBMA publish London commercial vault holding data periodically, these figures provide an important insight into London’s ability to underpin the physical OTC market.

8- Silver ups and downs

there is a domino effect playing in what can cause Silver price changes, one event can trigger a series of reaction that can lead to the price of silver going up or down.

silverinstitute.org/silver-supply-demand is a good resource for understanding silver market dynamics.

9- Why would someone need to buy Silver ?

9-A- Privacy

in some small countries there is absolutely no way to get some basic privacy, people can network and unlawfully get your bank account details in 3 or 4 phone calls. In such situation silver can provide some minimal privacy.

9-B- Diversification

i do not agree with the idea of silver being a safe haven, i see it as counter trends asset, it could rise in stocks adverse market conditions, when others fall.

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10- Why KAG go down ?

Silver going down is a combination of low demand for silver and high supply of silver.

Please pay attention to the fact that when i say going down, it is only for the short term. the global long term trend for silver is the increase in price because of the limited supply. the price stagnate, it does not aggressively go down

10-A- Low inflation

in daily life, low inflation means that you need close to the same amount money to buy the same thing that you bought in the near past. Individuals may describe the situation as money keeping its value. Silver is no longer interesting in this situation, if banknotes are expected to buy the same things in the future, than one should save some money because it is expected to keep its value in the future.

10-B- Low Demand for Silver

10-B-1- Strong US Dollar

a strong US dollar mean that none Americans need more of their local currency to buy US dollars, for them this mean that silver price is higher, this of course can repel buyers or investors and push the price of silver down.

10-B-2- Jewelry

10-B-2-a- Jewelry - middle class

middle class are the ones able to grow demand for jewelry, economic policies squeezing middle class for necessary fiscal optimization or an economic cycle downturn for example can left middle class with no excess saving to buy jewelry. This will corner people to buying less or no silver at all. The reduction in demand will stop jewelry manufacturing raw silver purchase, pushing silver price down.

10-B-2-b- Jewelry - silver jewelry substitute

the development of silver colored substitutes such as stainless steel and copper nickel alloy can lower demand for silver and push silver price down.

10-B-3- industrial commodity

10-B-3-a- Electronics demand

You may be thinking right now about buying a new television, and this is the best way to understand demand for silver coming from technology and electronics. Why you cant buy a new one is what lower the demand for silver. You were able to buy a new television few months or years ago because you had the money, this is what increase demand for silver.

From a factories perspective it is the change in production output that form demand for silver, a lower manufacturing output in electronics for example means that demand for silver is lower.

10-B-3-b- Silver substitutes

cost reduction search can push electronics companies for example to use silver alternatives such as :

• - copper,
• - copper-zirconium,
• - copper-chromium,…

when ever their cost is lower than silver, those substitutes can lower demand for silver and push its price down.

10-C- High Supply

10-C-1- Mining

10-C-1-a- Mining - Short term

Mining is what supply the market with silver, there are mining sites in different countries around the world, the discovery of new in-ground reserves and the development of mining operation can increase silver supply and push the price down.

Mining companies depend on their costs of extraction, their ability to deploy low cost extraction technologies can motivate the launch of new mining operations, by doing so they can increase supply in the market and push silver price down.

Low oil prices can lower costs and treasury needs for silver mining companies, turning mining and refining operations possible. The combination of positive metrics can push for extended production operations, pushing for increase in supply and the price of silver going down.

Climate change is more than a trend now, the impact is visible and regulators around the world are more likely to try to restrict industries that aggravate climate change. However environment protection policies are not agreed on by all actors in the political spectrum. some of them have arguments against excesive environment protection policies and are more likely to promote permissive mining regulation, developing existing mining sites, launching additional exploration and production operations in protected and vulnerable site with high in-ground silver reserves will increase supply and push the price of silver down.

10-C-2-b- Mining - Long term

supply can only decline, and recycling is the only way left to provide silver to more valuable use.

10-C-3- Silver recyclers

the extension of Silver recovery plant or the development of new and efficient recovery technologies can increase silver recycling and market supply, and push the price of silver down.

10-C-4- Central banks

10-C-4-a- Central banks reserve

some Central banks have large silver holding, if one central bank decide to sell a portion of its reserve, it will increase silver market supply and push silver price down.

there is a growing discussion about central banks forming reserves in other type of assets, such as Bitcoin, Ethereum, ….some may consider this idea as theoretical and absurd now, but it is possible.

Central banks lowering or abandoning the idea of forming silver reserve will increase supply and push silver price down.

10-C-4-b- Central banks - interest rates hike

central banks may decide to raise interest rates to slow demand and inflation, if investor see rates profitable enough and a low probability of sovereign default, they will decide to sell silver and invest in bonds. The increase in supply will push the price of silver down.

10-C-5- institutional

10-C-5-a- institutional reallocation

institutional can decide gradually or collectively to decrease their allocations to silver, and reallocate to other assets. By doing so they can increase market supply and push the price down.

10-C-5-b- ETFs outflows

ETFs are traded 5/7 and allow traditional investors, traders and speculators hitting their profit goal, identifying new opportunities to quickly sell their shares and get their cash dollars back. ETFs reducing their physical silver bullion holding can increase supply and push silver price down.

10-C-6- Jewelry

in time of economic decline, opportunities for earning or income may become scare, people who have stored wealth in silver may have no choice but to sell portion of their silver jewelry to get some cash in hand. Increase of jewelry market supply can restrain jewelry manufacturers and artisans from producing new jewelry, the need for silver as raw material for jewelry can slowdown and push silver price down.

10-C-7- Traders - Stock Market

Traders with diversified positions can also sell portion of their silver to buy additional stocks whenever the stock market present clear opportunities for profit.

a strong stock market can attract more capital, traders and investors expecting higher earning and dividend can decide to re-balance their positions, sell some silver to fund additional stocks purchase. This of course can push the price of silver down.

10-C-8- Vaults

Silver stockpile in the LOCO commercial vaults can be an indicators of possible imbalance in market supply, the increase in stockpile can signal an ease in supply, and the price of silver going down. Such indicator make sens when analyzed in parallel with other indicators such silver mining forecast and production report.

10-D- Crisis end

an individuals trusting the institutions again at the end of a crisis can consider selling their silver and depositing cash in their bank accounts again. The trust can be motivated by the end of a crisis, recovery from disaster, political stability,...

10-D-1- Wars

10-D-1-a- Wars - inflation

Countries reaching peace agreement after a period of war does not serve the interest of defense industrial complexes, for them it mean slowing the production of ammunition, but it is an event awaited by other major economic actors such as tourism and real estate developers.

it means that government are no longer constrained into defense overspending and inflation resulting from it, this increase expectation of government budget re-balance and lower the risk of sovereign debt crisis.

Bonds traders see bonds with high interest rate, and the expectation of decrease in interest rate resulting from an expected low inflation as an (historic) opportunity. for them the reasoning can be as follow:

i'm going to sell some silver and invest in bonds

10-D-1-b- Wars - Oil

the end of a regional war can relaunch oil supply, decrease fear over future supply, decrease cost of transportation, refill oil reserves around the world. Such situation can push oil prices, cost of manufacturing and transportation, and inflation down. This means that oil going down can incite traders and investors to reduce their silver holding.

10-D-2- Elections results

Many CEOs and executives in the banking and financial sectors are political science graduates, with a deep understanding of political ideologies and economic policies resulting from them. they closely follow political leaders speeches and election programs announced by political parties, attempting to predict government increase or decrease in spending, the impact that it can have on their holding and preparing action plans to re-balance their portfolios.

an election candidate promising to lower public spending and wining the election, means that inflation and silver price are expected to go down.

10-D-3- Political instability

Social unrest for example moves the markets, for stocks holders it means simply less earning and less dividends. for the business community, a country regaining its political stability after a period of unrest means that its time to sell some silver and invest in some new project.

Political instability can also mean that there is no worker in silver mining sites. The return of workers and the restart of mining operations means an increase in silver supply and the price of silver going down.

10-D-4- Sovereign debt crisis

ending a country budget deficit and having a healthy level of debt require elected officials having the support of the majority of the people to apply some combination of policies such as:

• - lowering military spending,
• - lowering social spending,
• - collecting more taxes or tariffs,
• - devaluating local currency to boost export,....

for investors with a diversified holding, a country regaining control of its public finance can mean that the country is becoming solvent and the bonds are safe to invest in. for them it is time to sell some silver and invest in bonds.

This is where silver can decrease in value, investors like bonds because they are income generating and less risky than stocks.

10-D-5- Financial sector crisis

Financial sector crisis were historically caused by :

• Stock market bubble burst,
• Collapse of a large bank,
• Country insolvency,....

Those crisis take time to end, but at the end, investors timing the market to enter again will sell portion of their silver, pull cash to fund new investment projects. the increase in silver supply push silver price down

10-D-6- Natural disaster

Storms and flooding can destroy farms and reduce food available in the markets, this of course can trigger inflation or contribute to already existing inflation.

Storms and flooding can make reconstruction of destroyed infrastructure unavoidable, such increase in spending is seen by some investors as a risk of increase in inflation.

The end of such crisis can mean that local currency is safe to hold and invest, the selling of silver resulting from such situation can push silver price down.

Natural disasters can also stop mining operations in mining sites at risk, mining operations restarting after events such as floodings, storms and earthquakes mean that supply is expected to increase and this can push silver price down.

10-D-7- Global health crisis

crisis such as covid-19 can increase chance of total collapse of government and its ability to pay back bonds, investors and even individuals will than see silver as something that can keep its value. at the end of such crisis, the opportunities for investment and growth can be huge. investor will not hesitate to sell portion of their silver holding to be able to catch those opportunities, by doing so they will push the price of silver down.

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11- Why KAG go up ?

Silver price going up is a combination of high demand for silver and low supply of silver.

11-A- high inflation

in daily life, inflation degrade purchasing power, it means that you need more money to buy the same thing that you bought in the past for lesser money. Individuals may describe the situation as money loosing its value. Silver is used as protection against inflation, if banknotes are expected to buy fewer things in the future, than one simply should buy some silver because it is expected to keep its value in the future.

11-B- High demand

11-B-1- Central banks

Some Central banks in countries such as Russia and Saudi Arabia have large silver holding, if other central bank decide to follow their steps and initiate silver reserves, it will decrease silver market supply. Remember that this post you are reading is part of series of posts guided by position sizing, In fact central banks have trading rooms where highly qualified traders have a trading position and reserve portfolio, if for example Saudi Arabia central bank see that the USD is becoming risky, lets say there is talks about the US government inability to pay back government bonds at maturity date for example, they will change their allocation, reduce dollar holding and buy some silver. And this of course will push silver price up.

11-B-2- institutional

11-B-2-a- institutional reallocation

institutional can decide gradually or collectively to decrease their allocations to stocks and bonds for example, and reallocate a portion to silver. By doing so they can decrease market supply and push silver price up.

11-B-2-b- institutional - ETFs outflows

ETFs are traded 5/7 and allow traditional investors, traders and speculators interested in silver to quickly buy shares and position themselves for a possible increase in silver price. ETFs increasing their physical silver bullion or bars holding can reduce supply and push silver price up.

11-B-3- Jewelry

middle class are the ones able to grow demand for jewelry, economic policies squeezing middle class for fiscal optimization for example can left middle with no excess saving to buy jewelry. This will corner people to buying less or no silver at all. The reduction in demand will stop jewelry manufacturing raw silver, pushing silver price down.

11-B-4- Traders - Stock Market

a weak stock market can repel capital, traders and investors expecting lower earning and dividend can decide to re-balance their positions, sell some stocks to fund additional silver purchase. This of course can push the price of silver up. Stock traders (like you) can survive a short term bear market if their silver allocation is well sized, among other decisions.

11-B-5- Weak US Dollar

a weak US dollar means that none Americans need less of their local currency to buy US dollars, for them this mean that silver price is lower, this of course can attract buyers or investors and push the price of silver up.

11-B-6- Jewelry

Jewelry is one of the use cases that can increase demand for silver, individuals around the world buying collectively during Christmas, new year and the wedding seasons for example can push silver price up. From a long term perspective, jewelry increase sales is linked to the rise of middle-class able to earn, spend, save and aspire to a new lifestyle.

11-B-7- industrial demand

You may be thinking right now about buying a new television, and this is the best way to understand demand for silver coming from technology and electronics. Why you cant buy a new one is what lower the demand for silver. You were able to buy a new television few months or years ago because you had the money, this is what increase demand for silver.

Silver is expected to grow in demand as a component for Electric Vehicles (EVs) and Solar Panels industries, the decline in fossil fuel use mean simply the growth in demand for metals such as copper, lithium and silver.

From a factories perspective it is the change in production output that form demand for silver, a higher manufacturing output in electronics for example means that demand for silver is higher.

11-C- Low Supply

11-C-1- Short term

Mining is what supply the market with silver, there are mining sites in different countries around the world, in the short term a large disruption in mining operation can reduce supply and push the price up. For cryptocurrencies with capped supply, the limited supply is the result of tokenomics rule. For a RWA like silver, a limited supply is a real thing, there is no silver left to mine !

Costly extraction may stop mining companies launching new mining operation until the price are high enough to cover costs, by doing so they can lower supply in the market and push silver price up.

High oil prices can increase costs and treasury needs for silver mining companies, turning mining and refining operations less feasible. The combination of negative metrics can push for the restriction of production operations, pushing for decrease in supply and the price of silver up.

Climate change is more than a trend now, the impact is visible and regulators around the world are more likely to try to restrict industries that aggravate climate change.

a growing trend of environment protection can push for more restrictive mining regulation, close existing mining site, protect vulnerable site even with high in-ground silver reserves. supply reduction resulting from such policies will push the price of silver up.

11-C-2- Long term

In the long term, This is a one way trend, the supply can only decrease and the price can only go up.

11-C-3- Vaults

Silver stockpile in the LOCO commercial vaults can be an indicators of possible imbalance in market supply, the decrease in stockpile can signal a lower market supply, and the price of silver going up.

Such indicator make sens when analyzed in parallel with other indicators such silver as mining forecast and production report.

11-D- Crisis start

an individual fearing the loss of access to his bank account can consider investing in silver as a form of safety. The fear can be motivated by war, political instability,...

as a trader you certainly read many guide advising traders to set stop loss, crisis start is the reason why you should do that. basically it is the moment in time where everyone is rushing to get their dollars so they can invest them in other assets such as silver.

After that it is too late, you can not sell unless you accept heavy losses. and it could take time for the crisis to end:

Crisis	Last
Covid-19	3 years
2008 financial crisis	18 months
dot com	2 years and a half

11-D-1- Wars

11-D-1-a- Wars - inflation

winning a war require a lot of defense spending, government can find themselves fighting two wars : a military war and an economic war. It is about ensuring economic growth, providing funding for military equipments, spending enough to win the war without triggering inflation or sovereign debt default.

I also want to highlight the fact that the actual geopolitical (i’m not an expert in the field) situation is really dangerous, the possible world war 3 could aggravate the united states sovereign debt situation. I will not call it an opportunity because it’s war, but a trader or investor can rationally allocate 2 % to silver and keep an eye on the situation in Ukraine, Iran, and Taiwan. (cross finger for peace, not silver).

Basically a war starting means that new risks are forming, investors and traders start monitoring any sign of possible expansion of the war that can accelerate inflation. The more risks they identify the more likely for them to pull cash and reallocate to silver, and this will silver price up.

11-D-1-b- Wars - oil

a regional war can totally stop oil supply, increase fear over future supply, increase cost of transportation reduce oil reserve around the world. Such situation can push oil price, cost of manufacturing and transportation, and inflation up. This means that oil going up can incite traders and investors to buy silver as a protection against inflation.

11-D-2- Political instability

Some political conflicts can stay incubated (hidden) for years until they explode, when that happen, the chain of events can spiral out of control. investors see those events as a source of anxiety and will not hesitate to quickly reallocate portion of their positions to silver.

11-D-3- Sovereign debt crisis

this is a very political and polarizing topic, it does not make the headlines every day but this does not mean that the counting has stopped. A trader should take a look at the numbers provided by projection websites such as www.us-debt-clock.com/live from time to time and buy or sell gold accordingly.

Silver is for the extreme case of sovereign debt default, a situation post inflation and increase of interest rate, a situation where investor are not interested in investing in bonds even with high interest rate because they think the government is insolvent and will not be able to pay back the bonds at maturity date.

This is where silver can increase in value, growing a silver holding is in fact a way one can prepare for the bankruptcy of the government?!!!!

people should know that countries leaders will care less about their countries bankruptcy if they are threatened by something worse :

• - nuclear strike,
• - humiliation by nuclear strike threads,….

Basically its the war that no one wants that make silver valuable.

11-D-4- Financial sector crisis

Permissive regulation or new technologies where investors have no experience can create and grow cyclic bubbles, everything is going smoothly until its not. one company collapsing can bring others down because of interdependence created over time.

The stock market crashed many times in the past and will basically continue to do so, when that happen, basically investors see silver as a temporary refuge until the market recover. the demand for silver resulting from such events push the price of silver up.

11-D-5- Natural disaster

storms, floodings, earthquakes, fires,.... can disturb economic activity, stop production in some manufacturing plants, repel travelers from visiting the country, cut road for goods transportation.

For stocks holders it simply mean lower dividend, reallocating a portion to silver allows them to minimize losses and stay in the market, waiting for better days.

the additional demand for silver push its price up.

Natural disaster can also mean the cessation of operations in risky mining sites, the reduction of supply resulting from such events can push the price of silver up.

11-D-6- Global health crisis

crisis such as covid-19 and the quarantine of the population can totally destroy an economy, in such situation the control of inflation is no longer a priority. the government can intentionally print money as they say to keep the economic engine turning and avoid the collapse of the socioeconomic system. If such context is reproduced, it will push the price of silver up.

13- How to stay informed about Silver?

Here you can find a list of resources to stay informed about Silver.

	News Outlet
1	silverinstitute.org/silver-price-investment
2	www.kitco.com/charts/silver
3	www.apmex.com/silver-price

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