India monetrizes silver
China and BRICS to follow?
The US dollar is dying!
India monetizing silver may not impact the value of the USD but it’s likely to impact the price of silver.
Silver is an industrial metal as well as a store of value. Current industry metrics suggest that a single hyperscale data center can require 15–25 kg of silver . With the global push to build more AI-ready facilities, this is no longer a “niche” use; it is a structural demand driver.
Both the financial and the industrial demand for silver are rising while production has been stagnant.
According to Gemini, currently in its sixth consecutive year of structural deficit. While the paper futures market (the “casino”) is experiencing high-frequency volatility and technical “crashes,” the underlying physical reality is one of extreme scarcity.
Analysts at major firms like BofA and Citi are maintaining long-term targets as high as $300 later in this cycle, specifically citing the exhaustion of exchange inventories. [end quote]
The silver price is volatile so it can (and has) collapsed before. Many of the price swings are due to speculators and are on paper. But the rubber meets the road when manufacturers need physical silver to build their products. That is what will drive the price of silver.
| Use Case | 2026 Impact | Silver’s Advantage |
|---|---|---|
| 800V Data Centers | High | New 800V high-voltage architectures require silver-plated components to prevent oxidation and energy loss. |
| AI Processing | Increasing | The speed of data transfer in AI server racks is now so high that silver’s superior conductivity is becoming a requirement, not just an option. |
| Solar Energy | Steady | Expected to consume over 100 million ounces this year alone (roughly 10% of total global output). |
Wendy
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The DXY, the US Dollar Index. The six currencies are: euro, Japanese yen, British pound, Canadian dollar, Swedish krona, and Swiss franc. The euro makes up over half the weight, about fifty-eight percent.
The trade weighted is showing a double top and is in decline.
Cheers
Qazulight
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China, the world’s second largest producer of silver, has more or less banned the export of silver:
I’ve got quite a few silver friends as well 
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