Silver - industrial demand outlook affecting us?

• •My personal portfolio is about 70% gold, 30% silver in my IRA, plus some physical.
• •The silver portion is around $80k currently, and I've been slowly adding to it over the past couple of years.
• •As a manufacturing exec myself, I know how these supply chains work, and ramping up mining operations is a slow, capital-intensive process.

Been thinking a lot lately about how industrial demand is going to impact our silver holdings, especially for those of us who also hold it in our Gold IRAs. With all the talk about electrification, solar, EVs, and everything else that relies heavily on silver, it feels like we're sitting on a potential powder keg. My personal portfolio is about 70% gold, 30% silver in my IRA, plus some physical. The silver portion is around $80k currently, and I've been slowly adding to it over the past couple of years.

I read an article last week—can't even remember which one—that was talking about how much silver is projected to be needed for all these green technologies. It's astronomical. We’re talking about demand growth that outstrips new supply pretty significantly, and for all that talk about recycling, it’s not exactly easy to reclaim from tiny components. As a manufacturing exec myself, I know how these supply chains work, and ramping up mining operations is a slow, capital-intensive process. It's not like you just flip a switch.

So, my question for you all: How much weight are you putting on this industrial demand factor when considering your silver allocations? Are you guys just holding steady, or are you seriously considering rebalancing to be more silver-heavy? I'm in Cleveland, so I see a lot of this industrial shift firsthand, and it just makes me think that betting on silver's long-term utility is a pretty safe bet. My current plan is to keep dollar-cost averaging into a bit more silver, maybe pushing it closer to 35-40% of my precious metals stack over the next year or two.

I value hard assets, that’s why I’m in this space in the first place. Gold is my bedrock, absolutely, but silver feels like it has this dual nature—it’s a monetary metal and an indispensable industrial metal. Are any of you concerned about potential demand destruction if prices really spike? Or do you think the need is so great that companies will just absorb higher costs?