Everyone is investing more and more money in solar panels, electric cars, electronics and other such things, but everyone forgets that the increase in the price of silver has a negative impact on the industry.
Higher prices, less profit.
Key Industries Affected
Renewable Energy: Silver is a crucial component in solar panels, and accelerating global clean energy adoption means demand in this sector is high.
Electronics & Technology: Its unmatched electrical and thermal conductivity makes it indispensable in semiconductors, 5G networks, and general electronics infrastructure.
Automotive: Electric vehicles require a significantly higher amount of silver per unit compared to traditional vehicles, primarily for their power systems and sensors.
Not yet, but we will probably see a negative impact after the first or second quarter results.
So, is anyone thinking in a long term and will do some stocks rotation?