Miner Company
Silver: Explosive Upside Potential Amidst Iran War
Following the publication of my last article on silver in early February 2026, I thought about updating my investment thesis given the materialization of important catalysts. Despite the ongoing pullback on silver prices, the start of the Iran war and the closure of the Strait of Hormuz strenghthens the investment case for silver. Surging energy prices are putting upward pressure on long-term sovereign bond yields, which should lead to higher interest expenses and fiscal deficits over time.
Tickers: SILSILJSIVRSLVSLVP
Following the publication of my last article on silver in early February 2026, I thought about updating my investment thesis given the materialization of important catalysts. Despite the ongoing pullback on silver prices, the start of the Iran war and the closure of the Strait of Hormuz strenghthens the investment case for silver. Surging energy prices are putting upward pressure on long-term sovereign bond yields, which should lead to higher interest expenses and fiscal deficits over time.