Debunking Threats to Silver Demand: Graphene, Famine & Substitutes
3 views4:19
As silver prices rise and scarcity concerns grow, many wonder what could genuinely curb its relentless demand. This segment dives deep into potential disruptors, from advanced material substitutes like graphene and superconductors to global economic shifts and population changes, to determine their true impact on silver's future.
We explore why technologically superior alternatives often aren't economically viable, despite their properties. The discussion also tackles the contentious issue of depopulation and famine, revealing why its effect on silver demand might be less significant than commonly perceived in key markets. Finally, the speaker explains the economic and infrastructural hurdles preventing widespread copper or aluminum substitution.
Subscribe to the BrightVideos.com email newsletter to receive a daily digest of the most important and popular videos uploaded each day. (You can unsubscribe at any time.)
Transcript
I actually wasn't seeing the force for the trees, so thank you for pointing that out. It's obvious now, but I wasn't thinking in that terms. So thanks. Uh, what could change that equation? I mean, with silver going higher, becoming more scarce. Um, we've talked about like three things to watch closely. Copper substitution, graphene or alternative conductors, and an economic slowdown, recession, depression. Can you address those? Well, let's let's tackle the alternative conductors first. So, they do exist, but first of all, China has the the dominant technology of graphene production. On some forms of graphene, it's almost 100% monopoly out of China. Secondly, graphene production is extremely expensive compared to silver. So, even though you might be able to have better conductor properties, it doesn't mean it's economically viable. Similar thing with certain superconductors, for example, right? So I can I can freeze these the the special alloy, as long as I have liquid nitrogen, I can keep it at a really low temperature, it's going to conduct better than silver. Yeah, but at what cost? You know, at 1000 times higher price than silver. So, it's the economics that people need to keep in mind. ...