What silver's critical metal label will really mean for prices

In this presentation Jeffrey Christian of CPM Group continues the discussion about silver’s new designation in the USGS draft list of critical metals. He explains why this label has been misinterpreted by many and why critical materials should not be confused as strategic military materials. Jeff looks at the difference between “critical” and “strategic” metals, showing how silver has not been essential to U.S. defense stockpiles since at least World War Two.

He also addresses the role of silver in solar panels, EVs and new battery technologies, and the economic and technological limitations that prevent massive new demand from materializing. Jeff demonstrates how investors can separate hype from fact and why speculative claims about government stockpiling or military consumption are misleading.

The presentation concludes with a discussion of the the importance of being an intelligent investor. Using CPM Group’s historical track record, Jeff shows how CPM Group's buy/sell recommendations since 1980 have significantly outperformed simple buy-and-hold strategies in both gold and silver. He also shares some of the returns clients have benefited from while taking CPM Group's advice and services.

CPM Group

CPM Group is a commodities research, consulting, financialadvisory and commodities management firm providing independent research,analysis and advisory services related to commodities markets, corporate andproject finance, and the financial management of exposure to commodity orientedinvestments.

We started our business in 1986 predicated on the idea that commoditiesresearch and advice is best delivered by independent experts who do not work forbanks, brokers, mining companies, or any other entity that has interests thatcould conflict with the best interests of the clients receiving the research,analysis, and advice.

All of our work is driven by fundamental commodities research and economicanalysis. As we undertake our research into individual commodities markets wegather a tremendous amount of information and develop an enormous body ofextremely high quality, unbiased analysis of the markets and the companies thatare involved with individual commodities. The outputs of our research andanalysis take the form of research reports, specialized and targeted consultingrelated to these markets, financial advisory services ranging from corporate andproject finance structuring to equity introductions, and managing specificcommodities and investment positions for clients.

CPM Group continues to demonstrate the economic value and financial worth ofsuperior research, information, and analysis. Our research is based onmicro-economic analysis of the individual components of each commodity market,wedded with a top-down macro-economic analysis of the global trends affectingthese markets. We apply the results of that analysis to our research,consulting, and advisory services.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

opinion

What silver's critical metal label will really mean for prices

By CPM Group

Kitco Commentaries
Opinions, Ideas and Markets Talk

CPM Group

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Bank of America sees nearly $1 trillion market cap potential for gold miners

Why gold revaluation charts put prices at $25,000-$55,000 if history rhymes, silver poised for breakout: Crescat Capital Strategist

The Federal Reserve has an opportunity to cut rates by 50 basis points and send gold well above $3,700 - abrdn’s Minter

Gold could take over the dollar’s store-of-value role as fiscal dominance overwhelms the Fed – Sprott’s Paul Wong

Fed cuts and rising inflation could see gold above $4,000, silver above $50, platinum and palladium above $1,800/oz this year – RJO Futures’ Pavilonis

opinion

What silver's critical metal label will really mean for prices

By CPM Group

Kitco CommentariesOpinions, Ideas and Markets Talk

CPM Group

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Kitco Commentaries
Opinions, Ideas and Markets Talk