Australian Alternative Energy Forum
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#1
04-14-2024, 12:12 PM
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https://www.401krollover.com/worldwide-silver-supplies-will-be-depleted-by-2025/
https://www.401krollover.com/worldwi...leted-by-2025/
https://www.mining.com/silver-market...pply-deficits/ https://www.silverinstitute.org/wp-c...urvey-2024.pdf "Silver’s supply-demand conditions, meanwhile, are expected to have another very strong year in 2024. Robust gains from photovoltaic applications and decent performances in other segments are expected to see industrial demand reach a new all-time record. An uptick in discretionary spending and restocking should boost jewelry and silverware demand, driving y/y rebounds in both demand segments. All this should more than offset the declines we expect in bar and coin investment, for reasons touched on above. Crucially, supply will continue to stagnate, with a marginal decline forecast for the year. This will drive the market deficit up by 17%, to 215.3Moz (6,695t) for the year."
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. 
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#2
04-20-2024, 03:05 AM
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2nd Highest SILVER deficit in 20 years
Heres a summary of the article in point format:
The Silver Institute released its annual World Silver Survey, conducted by UK-based research firm Metals Focus. Industrial demand continues to dominate the silver market and is expected to hit another record high this year, rising 9% to 710.9 million ounces. Demand for silver in Photovoltaic (PV) solar panels is expected to rise 20% to 232 million ounces. Jewelry fabrication is expected to rise by 4% to 211.3 million ounces and silverware up 7% to 58.8 million ounces. However, disappointing investment demand is forecasted, with physical bar and coin purchases dropping by 13% to 212 million ounces this year. Despite investors shying away from the silver market, demand continues to overwhelm supply. The market is expected to see a deficit of 215.3 million ounces, the second-largest deficit in more than two decades. Total global silver demand is expected to rise to 1.219 billion ounces, an increase of 2% from last year. Phillip Newman, Director, and Founding Partner at Metals Focus, said that deficits are starting to matter as above-ground stocks continue to get depleted. In a world of continuous deficits, higher prices will be needed before stocks are released into the marketplace. Newman also expects solar demand to continue to grow. Although investment demand in silver has lagged, causing it to underperform gold, Metals Focus expects that this trend has only started to reverse. The forecasted 2024 deficit comes as Metals Focus said the deficit in 2023 was 184.3 million ounces. The silver market has seen a structural deficit for three consecutive years.
Demand last year was driven by industrial applications, which rose to 654.4 million ounces.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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#3
04-20-2024, 03:34 AM
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https://smallcaps.com.au/silver-demand-soars-emerging-technology-green-economy-needs/
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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#4
04-22-2024, 03:16 AM
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50% to 150% more silver per solar panel -New technology
"The International Energy Agency expects solar to become the top source of energy globally by 2027, surpassing coal and natural gas. In the last decade, silvers use in solar has soared, quadrupling from 50Moz silver to 200Moz silver, annually.
But, the photovoltaics (solar) industry is advancing rapidly, and newer technologies require from 50% to 150% more silver per panel. That really makes solar the 800-pound gorilla, consuming 20% of annual silver supply. Silver is also used in EVs, which require twice as much silver as internal combustion engine vehicles." Read article: https://www.theassay.com/articles/in...silver-prices/ More: https://resourcemaven.ca/free-silver...look-for-2024/ Solar could devour most of the world's silver reserves by ... Ahead of the Herd https://aheadoftheherd.com solar-could-devour-most-o... 50% to 150% more silver per solar panel 2024 from aheadoftheherd.com 9 Mar 2023 While each solar panel only uses a small amount of silver, with the demand for solar growing every year, it adds up. A new Australian study ... I asked Gemini to look at the claim of a 150% increase in silver usage....newer technologies require from 50% to 150% more silver per panel? That statement might be an oversimplification. Here's a more accurate breakdown: Solar Technology Advancement: The solar industry is constantly innovating, but the impact on silver usage varies. Increased Silver Use in Some Cases: Some cutting-edge technologies might require more silver to achieve higher efficiencies. However, this isn't always the case. Focus on Silver Reduction: There's a strong industry push to develop methods that use less or eliminate silver altogether due to cost and resource limitations. So, it's unlikely that all new technologies will require significantly more silver. The industry is actively looking for alternatives, and some advancements even aim to reduce silver content.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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#5
04-26-2024, 02:54 AM
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What If Silver Is Included in Critical Mineral List in 2024？
What If Silver Is Included in Critical Mineral List in 2024？
NAI500 https://nai500.com blog coverage what-if-silver-is-i... 2 Feb 2024 The letter reads, Silver is considered to be the best conductor of electricity, the best conductor of heat from metals, and the best reflective ... Top producers push for silver's inclusion as a critical ... Mining.com https://www.mining.com top-producers-push-for-silver... 31 Jan 2024 Top producers of silver are pushing for the inclusion of the metal on the list of critical minerals in Canada and the US. 2022 Final List of Critical Minerals Federal Register (.gov) https://www.federalregister.gov documents 2022/02/24 24 Feb 2022 The comments included 91 requests to include specific minerals, including copper, phosphate, silver, and lead, which also were not on the 2018 ... Silver Miners Petition Canadian Govt To Include Silver On ... YouTube · Arcadia Economics 3.4K+ views · 2 months ago 20:55 Silver Miners Petition Canadian Govt To Include Silver On Critical Minerals List · Comments34. Canadian silver producers seek recognition of critical ... Small Caps Australia https://smallcaps.com.au canadian-silver-producers-criti... 9 Feb 2024 All but silver are currently recognised on Canada's critical minerals list, the silver mines noted. Notice of Final Determination on 2023 DOE Critical ... Department of Energy (.gov) https://www.energy.gov sites default files p... 28 July 2023 Silver. No. No. No. 2. Silver should be on list due to competing uses and potential source of critical materials as byproducts. Sliver was not ... 23 pages Australia's Critical Minerals List and Strategic Materials List Department of Industry Science and Resources https://www.industry.gov.au publications australias-cr... 20 June 2023 The Australian Government maintains a critical minerals and strategic materials list that are important for priority technologies, defence, ... Missing: silver | Show results with: silver Silver's Rising Importance: A Call for Critical Mineral Status https://www.linkedin.com pulse silvers-rising-importa... 31 Jan 2024 In a bold move, top silver producers are advocating for silver to be recognized as a critical mineral in both Canada and the United States. Final List of Critical Minerals 2022 Policies IEA International Energy Agency https://www.iea.org policies 15271-final-list-of-critic... As per the Energy Act of 2020, Section 7002, subsection 2, the critical minerals list is revised every three years by the US Geological Survey. Silver's Strength Is That It Is Neither Strategic Nor Critical | cpmgroup.com https://cpmgroup.com silvers-strength-is-that-it-is-neith... Silver is neither a strategic nor a critical metal. It simply does not have the qualities that make metals or minerals either strategic or critical. Silver ... The importance of critical minerals should not condone ... The Conversation https://theconversation.com the-importance-of-critical-... 27 Feb 2024 However, there are broad areas of agreement: most lists include battery metals such as lithium, nickel, cobalt and copper, as well as rare earth ... Top producers push for silver's inclusion as a critical ... Ahead of the Herd https://aheadoftheherd.com top-producers-push-for-sil... 1 Feb 2024 Top producers of silver are pushing for the inclusion of the metal on the list of critical minerals in Canada and the US. In a letter sent ...
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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#6
05-03-2024, 02:58 AM
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Silver Institute News April 2024
https://www.silverinstitute.org/wp-c.../SNApr2024.pdf
Silver Industrial Demand Rose 11 Percent in 2023 Reaching a New Record. Silver Demand for Photovoltaics Increased 64 Percent, Surpassing Estimates
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.
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