The David Lin Report 'Nothing Will Stop Silver'; $100 Just The Start Warns CEO | Peter Dembicki
Feb 2, 2026
Peter Dembicki, CEO of Tier One Silver and an experienced mining executive focused on silver exploration in Peru. He discusses why silver’s rally may have more room to run. He breaks down supply tightness from solar and aging copper mines. He explains miners’ limited ability to ramp production, Tier One’s drilling plans, and why tech firms might invest directly in metal supply.
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Treat Metals As A Hedge, Not A Quick Trade
- Allocate to precious metals as a hedge only if you accept commodity risk and long-term focus.
- Consider a 10–15% allocation if you believe dollar devaluation will continue.
Why Junior Miners Still Matter
- Juniors and explorers are essential because majors rely on them to find new deposits.
- Silver's industrial link to copper makes copper project lifecycles critical to future silver output.
Tech Firms Could Move Into Mining
- Tech and EV firms may secure supply by investing directly in mining or taking downstream stakes.
- Peter predicts increasing vertical integration as electrification raises demand for silver and copper.