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ClearValue Investing
ClearValue Investing

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Silver Added to the U.S. Critical Minerals List

Silver has officially been added to the U.S. Critical Minerals list. This moves silver out of the “precious metal only” category and into the group of materials the government considers essential for national security and the economy. This designation opens the door for government stockpiling, financial support for mining companies, easier approval for new projects, and possibly even a strategic silver reserve. The U.S. is now treating silver as something it must secure, not just something it trades.

This is very bullish for silver long term. Demand will increase, supply can’t ramp quickly, and most silver is still produced as a byproduct, which makes production slow to respond. With rising demand from solar, EVs, electronics, and now the government, the gap between how much silver we need and how much we can produce becomes an even bigger factor. Being added to the Critical Minerals list should support higher prices over time and bring more investor attention into physical silver and silver miners.

Silver Added to the U.S. Critical Minerals List

Comments

There are a handful of miners that I'm re-reviewing after Q3 results. Doesn't PAAS have more revenue from gold mining than silver? I'm holding BTG as my gold-mining play.

ClearValue Tax

The only silver miner that I currently have is First Majestic (AG). Regarding silver mining etfs, you want to be looking at SIL and SILJ. However, if you look at their holdings within the ETF, those companies are mostly a combination of gold/silver miners, as it's hard to find listed companies that are pure-play silver miners. If you a gold mining etf, it's the GDX.

ClearValue Tax

Can we get some recommendations on silver mining and silver ETFs pls

Khaled Abo El - Nasr

How do we feel about PAAS,

Oscar Silva


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