Showing posts with label Silver price in US. Show all posts
Showing posts with label Silver price in US. Show all posts

Friday, January 30, 2026

Silver Crash Alert: Why Prices Plunged 5% Today from Rs 4 Lakh Peak – What Investors Must Know Now.

Silver prices crashed over 15% worldwide, dropping to around $98 an ounce after peaking above $120 recently. Shocking, right?

The Big Crash Explained:

Traders are calling it a bloodbath. Silver plunged from highs fueled by weak dollar vibes and safe-haven buying amid Trump-era policy talks. But boom—margin hikes by CME Group forced liquidations, wiping out small players overnight.

Profit-taking kicked in hard too. After a 50%+ January rally, everything was overbought—like that friend who parties too wild and crashes. Dollar strengthened on upbeat US data, killing the buzz.

Geopolitics cooled off a bit. Less Iran tension, no big tariff scares right now. Industrial demand from solar and EVs holds strong, but short-term panic rules.

Pan American Silver's Numbers:
market cap around $7-8B lately (estimates vary post-rally). P/E? Forward looks like 20-25x, way below some hype peers.
Industry average P/E hovers 15-30x for miners, depending on silver's wild ride.
Dividend yield? About 1.5-2%, pays quarterly—nice for holders. ROE around 8-10%, profit growth YoY positive at 20%+ in spots. Not bad, but silver crush hurts everyone.

Pan American started in 1994, founded by that Canadian crew spotting silver opps in Latin America. Grew by grabbing mines in Peru, Mexico, Argentina. Now world's second-biggest primary silver producer.

How They Make Money?
Business model: Straight mining. Dig silver, some gold byproduct. Sell to refiners, jewelers, industries. Services? Mostly production, hedging futures to dodge crashes like today's.
Products: Silver bars, doré. Big on solar panels (40% demand), EVs, electronics. Streaming deals too—like Wheaton, where they fund mines for % output. Smart, low-risk cash.

Short-term, could dip more to $90 support if dollar stays strong. But rebound likely—supply deficits hit 35M oz yearly.

2026: Analysts eye $150-200/oz average. Rally cools but industrial pull strong.
2030? $300-400 possible with solar boom.
2035: $500-600, if deficits persist. 2040? Wild guess $700+, but who knows—AI chips, green tech could explode it. Or recession tanks it. Kiyosaki says $200 by '26, bullish dude.





Saturday, December 27, 2025

Silver Price Explosion: 33% Surge in December – Will ₹2.5 Lakh/kg Rally Continue?

Silver's gone nuts this December. From around ₹1.88 lakh per kg on Dec 1 to ₹2.51 lakh today – that's a whopping 33% jump. Feels like everyone's rushing to buy, but is this ₹2.5 lakh/kg party gonna last?

What's Fueling This Madness?Industrial demand's the big driver. Silver's everywhere in solar panels, EVs, and semiconductors – green energy boom means factories can't get enough. Supply's tight too, deficits for years now. Weak rupee against the dollar? That's pushing Indian prices even higher. Central banks hoarding precious metals adds fuel. One day it's up ₹11,000 per kg, next day more. Wild, right? Like that time gold spiked during COVID, but silver's stealing the show now.

Silver's been mined forever – ancient coins, jewelry. Modern twist: 1980 peak around $50/oz (inflation-adjusted way higher). India loves it for Diwali buys, weddings. Founders? No one guy – it's cartels, exchanges like COMEX, MCX shaping it. Business model: miners dig, refiners purify, industries/india investors buy bars/coins. ETFs make it easy for retail folks like us.

Silver ain't just bling. 50% industrial: photovoltaics eat 20% alone. EVs need it for batteries. Jewelry 25%, investment rest. India imports most, so global cues rule. Producers like Pan American Silver or Fresnillo focus on low-cost output. Services? ETFs, futures trading – perfect for traders dipping toes.

2026? Motilal Oswal says ₹2.4 lakh/kg end-year, maybe more if green push continues. Doubt it'll crash soon – structural bull, they call it. 
2030: Bullish forecasts hit $80-325/oz globally – that's ₹3-10 lakh/kg in rupees, adjusting for inflation/rupee. Wild spread, depends on solar boom.
2035? Around ₹3.7 lakh/kg per gram forecasts scaled up. 
2040? Push to ₹4.7 lakh/kg if demand holds. But who knows – recessions kill industrial use. Me? I'd say buy dips if you're long-term. Like betting on EVs – risky, but rewarding. Retail investors, start small with MCX futures or ETFs. This rally feels real, not hype. Keep eyes on US rates, China demand. Could hit ₹3 lakh soon? Fingers crossed.