The Silver Squeeze Is 100% Coming: Will Samsung’s Battery Breakthrough Devour the Remainder of the World’s Silver Supply?

A perfect storm is brewing in the silver market. It is a storm that will be driven by a tsunami of industrial demand, a tsunami that will be so powerful that it will overwhelm the world’s ability to produce silver. And it is a storm that will send the price of silver to levels that are unimaginable today.

For decades, silver has been the forgotten precious metal. It has been overshadowed by gold, and it has been dismissed as a mere industrial commodity. But all of that is about to change.

A technological breakthrough in the electric vehicle industry is about to unleash a wave of demand for silver that will be so massive that it will consume a significant portion of the world’s annual production.

And that is just the beginning. The solar industry is already consuming a massive and growing amount of silver. Have a look at the chart below.

And when you add in the demand from the military, from the A.I. and robotics revolutions, and from the rising consumer class in Asia, you have a recipe for a supply crisis of epic proportions.

The question is not whether the price of silver will rise. The question is how high it will go. And the answer is that it will go much, much higher.

The world is about to discover that silver is not just a precious metal; it is the most indispensable metal on the planet. And the price is about to reflect that reality.

The Solid-State Battery Breakthrough: A Game-Changer for Silver Demand

Samsung has developed a new solid-state battery that is set to revolutionize the electric vehicle industry. This new battery offers a 600-mile range, a 20-year lifespan, and a 9-minute charge time. It is a game-changer for the EV industry, and it is a game-changer for the silver market.

The reason is that this new battery uses a silver-carbon composite layer for the anode. And according to estimates, there could be as much as (5) five grams of silver per cell in Samsung’s solid-state batteries. A typical EV battery pack contains around 200 cells, which means that each vehicle could require about 1 kg of silver.

To put this in perspective, global car production stands at about 80 million vehicles per year, on the low end. If just 20% of these vehicles were to adopt Samsung’s solid-state batteries, the annual demand for silver would be around 16,000 metric tons.

This would represent a significant portion of the current global silver production, which is approximately 25,000 metric tons annually.

And this is a conservative estimate. The penetration of solid-state batteries into the auto industry could be as high as 50% or greater in the coming years. And that means that the demand for silver from the EV industry alone could consume the entire annual production of the world.

The silver market is simply not prepared for this level of demand. And the consequences will be explosive and far reaching.

Let’s Dig Into The Following:

1. The solar industry (which accounts for 15-20% of all silver demand) is in a race to reduce its silver consumption due to high prices. But the reality is that there is no viable substitute for silver in solar panels. And as the world transitions to a green energy economy, the demand for silver from the solar industry is only going to grow rapidly!
2. The demand for silver from the EV and solar industries is just the tip of the iceberg. There is a multi-front war for a finite resource that is about to erupt.

   The military, the A.I. and robotics revolutions, and the rising consumer class in Asia will all be competing for the same, limited supply of silver. And this is a competition that will have only one winner: the price of silver!

3. Here is the part that makes this crisis truly existential: all of this massive new demand from solid-state batteries, solar, A.I, robotics, and the Asian consumer boom is being layered on top of a silver market that has already been in a supply deficit for five years, going on six. Truly think about what this means for what is coming!
4. And THE FINAL WARNING. The world is on the brink of a silver crisis that will be unlike anything we have ever seen. It is a crisis that will be driven by the unstoppable forces of technological innovation and green energy, and it is a crisis that will be exacerbated by the financialization of the silver market. This is your wake-up call!