Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
And silver is actually quite useful.
Uh especially if we think about the future of solar energy.
And so on the silver front, we like silver.
And finally silver's beating gold this year.
So silver's kind of broken out a bit.
Yeah, it just in the in the last few weeks.
And what's interesting is it's if you went through the list of the forty largest mines that produce silver, one or two of them are silver mines.
The rest are lead zinc mines or gold mines or copper mines.
Pretty well aligned.
Yes.
And so the answer is yes.
If silver were to double overnight.
There is no mine that would say, well, now we should go chase silver.
So the largest silver mine in the world was, I think it still could be, KGHM in Poland.
And it's a giant copper mine with a lot of silver byproduct.
And a lot of the big gold mines in Mexico, silver is a byproduct, which means they love to see that revenue stream go up from silver, but it isn't the primary driver of capital decisions, investment decisions, or supply response.
And so it would
Take a big price signal from silver to convince much of the world supply to do much more than they're doing already, but we will mop it up with solar panels over time, plus the the other industrial uses.
There's three events that have kept a lot of institutional energy and oil investors on the sidelines uh over the last several months.
And and the idea is broadly speaking, if I go to Las Vegas and go to any game at the casino, on average I'm gonna lose, right?
Showing 281–300 of 400 · page 15 of 20
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