Wealthion - Be Financially Resilient

Michael DiRienzo: Inside the Silver Squeeze Driving Prices Beyond $50

12 snips
Oct 13, 2025
Michael DiRienzo, President and CEO of the Silver Institute, shares insights on silver's recent surge past $50 an ounce. He discusses the robust industrial demand driven by AI, electric vehicles, and solar power that is reshaping the silver landscape. DiRienzo highlights the structural deficit in silver supply since 2021 and why it remains inelastic. He reveals how institutional investors are now flocking to silver as a hedge against fiat currency concerns, signaling a potential new silver squeeze that could impact investor portfolios.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Rising Industrial Consumption

  • Industrial silver demand rose from ~490Moz in 2016 to ~680Moz recently, showing structural growth.
  • That industrial share now represents roughly 59% of total silver demand.
INSIGHT

AI Data Centers Need Silver

  • AI and data centers are a growing source of silver demand due to high energy and infrastructure needs.
  • Silver is required in data center construction and operational components like contacts and wiring.
INSIGHT

Solar Still Pulls Big Silver Volumes

  • Photovoltaic silver use climbed from ~82Moz in 2016 to ~198Moz recently.
  • Thrifting reduced per-panel silver but rising installations keep total silver demand high.
Get the Snipd Podcast app to discover more snips from this episode
Get the app