Industrial Demand on Silver - Anyone else watching this closely?

• •I’ve been tracking the silver market pretty intently lately, especially with all the noise around industrial demand.
• •I’m thinking specifically about solar, EVs, and all the new tech that just sucks up silver like nobody’s business.
• •It feels like the supply side isn't quite keeping up, or at least not growing at the same pace as this insatiable industrial appetite.

I’ve been tracking the silver market pretty intently lately, especially with all the noise around industrial demand. As someone with a significant portion of my portfolio, probably a good 15-20% of my overall 800k or so, tied up in a Gold IRA (which, let's be real, often comes with a silver component for diversification), these trends hit close to home. I’m thinking specifically about solar, EVs, and all the new tech that just sucks up silver like nobody’s business. It feels like the supply side isn't quite keeping up, or at least not growing at the same pace as this insatiable industrial appetite. I’m based in Philadelphia, and even here you see the push for more sustainable tech, which inevitably points back to silver.

My concern, or perhaps more accurately, my quiet optimism, is that we aren't seeing this reflected in the price as strongly as I’d expect. I’m a lawyer, so my bread and butter is weighing evidence and looking at long-term implications, and the evidence for increasing industrial consumption seems pretty compelling. We’re not talking about short-term speculative bubbles here; these are fundamental shifts in global energy and manufacturing. Are we just in a cyclical lull, or is there something else at play that’s keeping the price suppressed?

I initially got into precious metals years ago primarily for wealth preservation – it's a bedrock against inflation and market volatility, especially for someone in my mid-50s looking towards retirement. Gold is the anchor, but silver's industrial aspect always made it an appealing diversification for growth potential. With this industrial demand ramping up, it feels like silver should be performing more strongly. Am I missing a key piece of the puzzle, or is it just a matter of time before the market catches up to the underlying demand?

What are others' thoughts on this? Are there any specific reports or indicators you're watching that shed more light on the industrial demand versus available supply? I'm particularly interested in any perspectives on how long we might expect this disconnect to last, or if there are any major supply-side shifts on the horizon that could ease the pressure.