Executive Summary
Chinese buyers are paying a $5 per ounce premium for silver over global prices, signaling the start of a 12-year commodity supercycle driven by deglobalization, electrification, and wealth redistribution policies. Jeff Currie argues this mirrors the 1970s and 2000s supercycles, but with a critical difference: hyperscalers like NVIDIA are transitioning from asset-light software models to asset-heavy infrastructure deployment, creating unprecedented capital rotation demands. Silver's dual role as ...
Key Investment Opportunity
Copper Mining Exposure Through FCX
Freeport-McMoRan benefits from structural copper deficit as electrification and data center buildout accelerate while new mine development takes 12+ years
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