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Udo Sutterlüty
Silver set to soar on Samsung’s solid-state battery breakthrough
According to retired investment professional Kevin Bambrough, Samsung has developed a new solid-state (SS) battery. The inclusion of silver as a key component, combined with the increasing demand for electric vehicles, means that demand for the grey metal will soon increase. “Samsung’s new solid-state battery technology, incorporating a silver-carbon (Ag-C) composite layer for the anode, exemplifies this advancement. Silver’s exceptional electrical conductivity and stability are leveraged to enhance battery performance and durability, achieving amazing benchmarks like a 600-mile range and a 20-year lifespan and 9-minute charge.” Estimates show that there could be as much as five grams of silver per cell in Samsung’s solid-state batteries, meaning “a typical EV battery pack containing around 200 cells for a 100 kWh capacity could require about 1 kg of silver per vehicle.”
“With global car production standing at about 80 million vehicles per year, if 20% of these vehicles (16 million EVs) were to adopt Samsung’s solid-state batteries, the annual demand for silver would be around 16,000 metric tons (16 million vehicles * 1 kg of silver per vehicle),” Bambrough said. “This would represent a significant portion of the current global silver production, which is approximately 25,000 metric tons annually, highlighting the substantial impact on the silver market.” According to a report written by Enrico Punsalang at Ride Apart, Samsung is already working with big automakers to incorporate its SS battery tech into EVs in development. The firm has signed an agreement with Toyota to begin mass production of SS batteries in 2027, with Lexus vehicles scheduled to be among the first to integrate the new technology.
Well, we do like Silver in our SUNARES-fund, positive momentum and additional industrial, clean-tech and technological demad combined with diminishing supply is a perfect set-up for a future Silver shortage. All one needs to do is look back at the silver chart of the 1970s to see how explosive the precious metal can move skyward when a true shortage develops.
https://www.kitco.com/news/article/2024-08-19/silver-set-soar-samsungs-solid-state-battery-breakthrough-analysts
Energy transition is driving the demand!
Well, copper prices took a breather yesterday in their worst single-day performance over the year to date, as the market decided to cash in on the commodity’s recent rally. Still, copper remains up nearly 22% in the year to date.
Copper is a critical input for renewable power generation like wind turbines, solar panels, and batteries. It’s also essential for electrical wiring for the grid. Global power grid capacity will need to double by 2050 to meet increased electricity demand, requiring an additional 427 million metric tons of copper. Copper is a key component in electric vehicle (EV) batteries and motors. EVs use up to 4X more copper than gas-powered cars.
Copper stocks remain the biggest part (21%) of the SUNARES Fund portfolio, followed by Battery metals (18%), Gold stocks (17%) and Silver stocks (11%). Yesterday the solar stocks have been supporting the fund for a long time and these should also bring a big recovery potential in the future. The Fund (www.sunares.com) is up 9.21% ytd as per May 21st.
https://www.mauldineconomics.com/global-macro-update/the-investment-cases-for-copper#share
Is the gold rally just getting started?
Gold price testing support at $2,300 after U.S. economy created 303K jobs in March.That article was accurate for about 30 minutes, and then the price started taking off, with June gold futures eventually touching $2350 an ounce. Bank of America, one of the most bullish banks on gold at the start of the year, reiterated its target of $2,400 an ounce. The analysts noted that the precious metal is less dependent on U.S. interest rates and monetary policy. In this environment, it doesn’t matter if U.S. bond yields go higher or the U.S. dollar strengthens; central banks will continue to buy gold to diversify their foreign reserves into an asset with no third-party geopolitical risks.
Silver has rallied more than 10% this week, seeing its best performance since November. At the same time, the gold-silver ratio has fallen below 85 points, its lowest level so far this year. According to some analysts, anyone who has missed the gold rally should be paying attention to silver right now. Analysts at TD Securities said that they see silver in a long-term uptrend as above-ground stocks will be depleted within two years.
Please read again: Silver“above-ground stocks will be depleted within two years“. Well, when that is going to happen market attention will shift from FED currency policy to the silver depletion, silver prices should go to the moon. 😉
Is the gold rally just getting started? | Kitco News