Industrial silver demand - anyone else seeing the squeeze coming?

• •I've been thinking a lot recently about silver's industrial demand.
• •Take solar, for example.
• •Every new solar panel needs silver.

I've been thinking a lot recently about silver's industrial demand. We tend to focus so much on the monetary aspect, the inflation hedge, the "poor man's gold," etc., but I genuinely believe the industrial side is where we're going to see some serious fireworks, potentially sooner than later. I've been stacking physical for well over a decade now, and my wife thinks I'm a bit obsessive, but with the way things are trending, I'm feeling validated.

Take solar, for example. Every new solar panel needs silver. Electric vehicles? More silver. 5G infrastructure? You got it. And these aren't niche technologies anymore; they're becoming mainstream, mandated by governments (even here in Arizona, the solar keeps expanding). We're talking about massive, sustained demand increases, and frankly, I don't see the supply side keeping pace. Mine output has been stagnant or even declining in some areas, and recycling can only go so far. Are companies innovating enough to reduce their silver footprint, or is the inherent physical property of silver just too critical for these applications?

My own portfolio probably has about 15-20% in various forms of silver, mostly physical coins and bars. I'm sitting on a substantial amount from some great buys back when it was in the teens. Part of me wants to allocate even more because I envision a scenario where industrial demand creates a legitimate supply squeeze that sends prices parabolic. The other part of me, the more conservative entrepreneur, says, "Don't get too greedy." What are your thoughts on this? Am I overestimating the impact of industrial demand, or is this the silent bullish catalyst that people aren't paying enough attention to? Also, when you're looking at potentially selling off profitable silver, remember to consider the tax implications. I've been playing around with the Tax Calculator tool lately, just trying to model different scenarios for my overall portfolio.