Silver 2.0

Silver is vanishing. 

It’s been going on for years, and few outside the relevant industries have noticed it. The price of silver bullion, which is at historic lows in proportion to gold prices, certainly hasn’t reflected it.

But the reality is there. Today, almost ⅔ of the silver market is literally consumed by the high tech industry. 

Consumed meaning it’s used in such a way that it most likely will never be recovered. 

700 million ounces vanished this way 2024, a 25% increase from just 2 years earlier. 

The silver in question, as you may have surmised, is found in minute quantities in your phones, laptops, tablets and smartwatches. 

It’s also used in solar panels, semi conductors, and a list of other components and products for personal, commercial and military applications.. 

It’s absolutely crucial to the movement of electrons, but it’s only found in very small quantities in each device — less than .04 ounces in your typical smartphone. 

At today’s market prices, that’s about $1.30, which makes recovery economically unfeasible. 

When $2.6B Becomes Worthless

But with current demand putting 1.3 billion new smartphones on the streets each and every year, the need for more and more of the world’s second most popular precious metal is unending. 

That's $2.6B of silver lost annually, in the production of just one product class. 

Add to it every other form of consumer tech, solar panels, and untold requirements from the defense industry, and you start to get an idea of the magnitude of the drain. 

This is all setting up for an imminent run-up in silver prices, which itself presents one of today’s most overlooked opportunities.

At the same time, a replacement for silver’s critical function in today’s tech world is already emerging. 

Earlier this week, GraphEnergyTech, a privately U.K.-based company with operations in Switzerland, reported that it was developing highly conductive graphene-based electrodes for solar cells.

For context, photovoltiac cells alone consumed 180 million ounces of silver in 2024 — about 15% of total demand — almost as much as coins and bullion put together.

Silver's Single Biggest Customer: The Solar Panel Industry

The fact that graphene can be manipulated to do silver’s job better and cheaper poses a threat to the entire silver market — especially now that graphene production costs have fallen to the point where mass scalability is possible. 

While you cannot invest in GraphEnergyTech as a retail investor, there is another graphene company based in Australia, which is already publicly trading. And it's much farther along in the development of its own graphene-based wonder product than GraphEnergyTech. 

First and foremost, this company is self-sufficient.

It produces its own graphene in-house using a proprietary method that requires nothing more than natural gas and electricity. 

They make coatings and additives, but they also make a product where graphene replaces another of today’s highly-sought after element: lithium. 

This company’s graphene based rechargeable batteries are so good, they threaten the entire lithium-ion battery market the same way that graphene could threaten the silver’s tech applications. 

Why China Fears Graphene

Right now, these batteries are in advanced testing, but when they’re introduced into the market in the next few years, there is little doubt that the entire rechargeable battery sector will endure its biggest shakeup since the arrival of lithium-ion back in the early 90s. 

The performance numbers I’m talking about will put the fabled ‘million mile battery’ to shame and achieve charge rates an order of magnitude faster than today’s absolute top of the line lithium-based batteries. 

And that’s just the beginning. 

The benefits these batteries offer range from environmental to geopolitical. Putting it as plainly as possible: their mass adoption by western consumers could literally spell the end of the Chinese lithium empire. 

The company behind this all is an unknown at the moment, trading at just around a buck on two North American exchanges. 

At the rate things are unfolding, however, that may all change very soon. 

Two or three years from now, the barely noticeably $100M market capitalization could easily be at 10x or more. 

It costs nothing to learn more about it.

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