re: Silver Bugs thread: Silver up 12% for the week on Black Friday started the journey

I'm waiting to see if the extended oil bump causes people to hedge back into silver again. I'm still up at $70, but wouldn't mind a bigger return.

I sold a little bit more of my silver stack recently, but I think I'm done for now. I haven't actively purchased anything for several years now.

I'm happy with my position and will sit on it until I'm in my late 50's-early 60's, which is 20-25 years away, unless of course necessity dictates otherwise.

I've been tempted a few times to sell 1/3 of my Gold stack and go net free on it, but then I remember it's now classified as a Tier 1 asset (Basel III) and it's one of the only things that the broader world always seems to trust.

Pull key dates and higher grades before you sell.

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*Speculative play for you, baw*

Lafleur Minerals (LFLRF): Currently trading at 35 cents. They're aiming for real production by EOY.

The company holds two primary assets in the Abitibi Gold Belt of Quebec: the Swanson Gold Project and the Beacon Gold Mill and Mine.

The Swanson Gold Project is a district-scale property covering over 19,000 hectares and includes several deposits.

The Beacon property includes a fully permitted processing mill and a past-producing mine located approximately 50 km from the Swanson site.

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Trading at .43-.47 cents today so not a bad pick for a penny stock

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You think it could hit over 3.00?

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I didn't project that and have no idea I just threw $50 bucks at it yesterday after seeing the upward trend based on the posts here.

this is from Radomsky’s latest newsletter, he provides some good intel for the inclining Demand side of physical silver. For those unfamiliar with P. Radomsky, he is a CFA and respected analyst in precious metals.

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On April 14, a Chinese battery startup backed by one of the world's largest automakers rolled the first A-sample all-solid-state battery cells off a production line in Guangzhou. The company is targeting GWh-scale output by the end of 2026, twelve to eighteen months ahead of where Toyota's timeline stood at the start of this year. The silver market has not priced this in.

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Current liquid lithium-ion EVs use between 25 and 50 grams of silver per vehicle, primarily in electrical contacts, sensors, and thermal management. Solid-state architecture at Samsung SDI's silver intensity would represent a 15x to 30x increase per vehicle in silver content.

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The GBT announcement arrived alongside three other developments from the same April 14 to 28 window, each advancing a distinct technology demand catalyst.

Tesla Cybercab.
On April 23, Tesla confirmed that volume production of the Cybercab has begun at Giga Texas, the first fully autonomous vehicle model entering mass production at a major Western automaker. Tesla delivered 358,023 battery electric vehicles in Q1 2026, reclaiming the global quarterly BEV crown from BYD (310,389 units). At 25 to 50 grams of silver per current-generation BEV, Tesla's Q1 deliveries alone consumed roughly 9,000 to 18,000 kg of silver from a single manufacturer in a single quarter. As solid-state architectures enter the mix, that per-vehicle figure rises.

Joby Aviation and Uber.
On April 24, Joby and Uber confirmed that air taxi service will launch in Dubai later this year, bookable directly through the Uber app at four vertiports. Joby has cleared Stage 4 of FAA type certification, with Stage 5 the final pre-commercial barrier. Catalyst #84: eVTOL Aircraft Electrical Systems describes why this matters for silver: eVTOL aircraft operate at 800 to 1,000 volts, significantly higher than the electrical systems of conventional aircraft, and require an estimated 5 to 15 kilograms of silver per aircraft for power distribution in weight-critical applications. Aviation Week forecasts 2,000 eVTOL deliveries by 2030, rising to 33,000 by 2050. The Joby-Uber Dubai launch is where the category moves from certification progress to paying passengers.

SpaceX Starlink.
SpaceX launched its 1,000th Starlink satellite of 2026 on April 14 (the same day as GBT's A-sample announcement), putting the constellation on track for more than 3,500 launches this year. The total operational constellation now exceeds 10,000 satellites. Catalyst #88: Satellite Constellation Deployment Acceleration puts silver content at 50 to 200 grams per satellite for space-qualified components in a radiation-hardened environment. At 3,500 satellites per year, that is 175 to 700 kilograms of silver annually from Starlink alone; a small number in isolation, but permanent and unrecoverable, and one that grows as Amazon's Project Kuiper, China's G60/Qianfan constellation, and the European IRIS2 network each scale toward their own targets.

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The Pattern Across All Four Events
None of these four events announces immediate, measurable silver consumption at a scale that moves the annual supply-demand balance on its own. What they share is something different: each one advances the timeline on a category of demand that didn't exist at meaningful scale five years ago and is projected to be material within this decade. Solid-state EVs, autonomous vehicles, eVTOL aircraft, and satellite constellations are all categories where silver's physical properties are load-bearing, not incidental: conductivity, thermal management, resistance to oxidation in extreme environments.

The same properties that make silver irreplaceable in solar cells and COMEX-grade bullion make it the material of choice when electrical systems need to be both high-performance and reliable under stress.

The demand floor isn't being built by one application. It's being built by dozens of them advancing simultaneously, with different timelines and different silver intensities, in a market where the supply side has produced essentially flat mine output despite a 42% annual average price in 2025.

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LINK

Good fortunes ….

For that money the battery should be able to charge itself.

Time for a small bump? Close to touching $90 again.

Silver probably on the move for a while from here