🥈 SILVER BREAKS RECORDS! The price skyrockets to $120 and puts the solar panel and electric vehicle industry in check.
At the beginning of 2026, silver has reached a historic high of 120 dollars per troy ounce, multiplying its value by 1.6 in record time. This surge is due to a structural deficit accumulated over years, where mining supply fails to meet a demand spurred by the energy and technological transition. Key sectors such as 5G infrastructure, data centers, and electric vehicles today consume more than half of global production, creating pressure on the market that investors have taken advantage of to drive prices to levels never seen before.
Despite the high cost, the impact is uneven across industries. While in complex electronics the increase is easily passed on to consumers, jewelry and solar energy face a profitability crisis. In the manufacturing of photovoltaic panels, silver represents up to 25% of the total cost, making this sector extremely vulnerable. This has forced large tech companies to accelerate the search for substitute materials or cells with lower silver content to avoid hindering the deployment of renewable energies.
In summary, although global silver production is limited as it is mostly a byproduct of other mines, the metal has become a critical strategic asset. Analysts foresee that as long as the deficit of hundreds of millions of ounces persists, the price will remain high, forcing a technological reconfiguration. The retail market for affordable jewelry will be the first to feel the drop in demand, while the high-tech industry will have to choose between absorbing costs or innovating to reduce its dependence on this "white gold". $BNB
