Industrial Silver Demand - Anyone else watching this?

• •I'm seeing all this buzz about industrial demand picking up for silver – think solar, EVs, electronics.
• •The supply side feels like it's tightening, or at least not keeping pace with the projected demand increases.
• •I mean, we're talking about a finite resource being eaten up by sectors that are going nothing but up, right?

I've been holding physical silver for a few years now, and about a year and a half ago I rolled over a chunk of my 401k into a Gold IRA, with a decent portion of it in silver bullion (around $75k worth out of my total $200k metals portfolio). I'm seeing all this buzz about industrial demand picking up for silver – think solar, EVs, electronics. As someone who owns a horse farm out here near Louisville and is trying to generate long-term wealth, I'm always looking for practical angles, and this feels like a significant one.

The supply side feels like it's tightening, or at least not keeping pace with the projected demand increases. I mean, we're talking about a finite resource being eaten up by sectors that are going nothing but up, right? Renewables especially. I'm wondering if anyone else is heavily weighted in silver because of this, or if you've done deeper dives into specific industries that are going to be major consumers. Are we looking at a genuine supply crunch, or is it more of a gradual tightening that might not move the price as dramatically as some are hoping?

My concern is always timing. Is this something that's already priced into the market, or is there still significant upside potential strictly from the industrial demand angle? I've been seeing some analysts predicting some pretty wild price targets based on this, and while I try to avoid hyperbole, it's hard not to pay attention when your portfolio is directly impacted. Also, I used one of those "Eligibility Checker" tools at https://eligibility.goldirablueprint.com/ when I first looked into the Gold IRA – pretty handy for a quick qualification check.

What are your thoughts? Are you bullish on silver specifically because of industrial demand, or are you seeing other factors as more influential? And for those who have been in the metals game longer, how do you typically weigh these kinds of demand-side narratives when making investment decisions?