Commodity Culture Forget $100 - Today's Silver Price Means Miners Will Go Ballistic: Shawn Khunkhun
Feb 5, 2026
Shawn Khunkhun, CEO of Dolly Varden Silver — a miner focused on British Columbia’s Kitsault Valley — talks company news and why current silver prices could send miners into a frenzy. He covers a proposed merger with Contango Ore, eye-popping Wolf Vein drill results, and catalysts through 2026. Short, sharp takes on market mechanics, mining leverage, and near-term drill plans.
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Focus On Fundamentals Over Conspiracy
- Manipulation allegations exist but Khunkhun focuses on structural supply and demand instead.
- He argues physical demand will eventually overwhelm any paper-market suppression.
Peak Silver Supports Higher Prices
- Peak silver and limited future supply create a durable bid under prices.
- Khunkhun highlights constrained production into the 2030s as a structural bullish factor.
Miners' Profits Skyrocket At Current Prices
- Higher silver prices radically amplify miner cash flow versus 2025 levels.
- Khunkhun shows how profitability jumps drive a delayed rerating of mining equities.