Is industrial demand enough to move silver over the next 1-2 years?

Donna Rogers

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Is industrial demand enough to move silver over the next 1-2 years?

donna_rogers🏆Advanced (250-500k)

about 1 hour ago

Key Takeaways

•I actually moved a chunk from my Schwab account into Augusta Precious Metals earlier this year for the physical holdings.
•Feels more 'real' when you can almost touch it, you know?
•I mean, here in Lexington, we're not exactly in the heart of tech manufacturing, but even I see the solar farms popping up.

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Been seeing a lot of chatter lately about silver and its industrial applications, and I’m curious what everyone’s take is on how much that's actually going to move the needle on price in the short to medium term. I've got about $300k of my rollover in a mix of physical gold and some silver ETFs, and while the gold has been a steady ship (as expected), the silver has felt a bit more… mercurial. I actually moved a chunk from my Schwab account into Augusta Precious Metals earlier this year for the physical holdings. Feels more 'real' when you can almost touch it, you know?

My gut tells me that with all the EV production ramping up, solar panel installations going crazy, and the general push for more electronics, silver demand is only going to climb. I mean, here in Lexington, we're not exactly in the heart of tech manufacturing, but even I see the solar farms popping up. And in the bourbon world, where we appreciate the long game and tangible assets, silver definitely has that "legacy" feel, even if it's more volatile than gold. What’s everyone else seeing on the ground?

The question is, how much of that industrial demand is already priced in? Are we looking at a situation where the market has largely absorbed this information, or is there still significant upside potential based on these fundamentals alone? I’m weighing whether to allocate a bit more from my diversified portfolio into silver, maybe another $50k from some of my less exciting bond holdings, but I don't want to jump in purely on hype. Any savvy investors out there have models or insights on how industrial demand typically translates to price movement in precious metals, especially compared to investment demand?

4 comments

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Best Answer▲ 9 upvotes

ronald_morris👑Elite (1m-5m)

Honestly, while industrial demand is great for silver's long-term fundamentals, I'm not sure it's the primary driver that'll send it parabolic in the next 1-2 years. We're still looking at a lot of macro factors, especially interest rates and general market sentiment, that tend to have a bigger immediate impact on precious metals. Industrial demand provides a nice floor, but for big moves, I'm watching the Fed more than factory output.

Comments (4)

charles_lewis💎Premium (500k-1m)Real Investor•less than a minute ago

That's a good question. I've been wondering the same thing. I got into silver a few years back specifically because of the industrial demand angle, thinking with all the green tech coming out, it was a no-brainer.

So far, it hasn't exploded like I thought it would, but I'm still holding. Diversification is key for me, and silver felt like a smart play alongside my gold. Will be interesting to see what others think here.

susan_clark💰Established (100-250k)Real Investor•less than a minute ago

Interesting question! So, with your $300k rollover, are you thinking about adjusting your gold/silver split based on industrial demand projections for silver, or more about timing any potential sells/buys? Curious about your strategy there.

ronald_morris👑Elite (1m-5m)Real Investor•less than a minute ago

robert_thompson💰Established (100-250k)Real Investor✓ Verified•less than a minute ago

Hey, interesting question! While industrial demand is definitely a factor for silver, especially with solar and EVs, it's worth remembering that investment demand can often be the bigger mover in the short-to-medium term. A lot of that comes down to market sentiment and broader economic factors.

If you're trying to gauge potential price movements, I've found it helpful to keep an eye on gold/silver ratio trends. Sometimes that can give you a clue about which metal might be undervalued relative to the other. There are some good charts out there that track it over time.

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