Strategic Silver ?

[SKULL]

The USA Dept of Interior has just released it's Draft for 2025 Strategic Minerals & Metals. Silver has been included in this Draft release.

If Silver is included in the final Official Release, that should give Silver & Silver producers a stronger floor price & a possible further extension to the current uptrend in the Silver Price.

Department of the Interior releases draft 2025 List of Critical Minerals​

New methodology quantifies risks to U.S. economy, results include 54 mineral commodities 08/25/2025
The 2025 draft list includes 54 mineral commodities, of which 50 were included based on the results of the economic effects assessment, zirconium was included because of the potential for a single point of failure within the domestic supply chain and three were retained based on a qualitative evaluation.

Potash, silicon, copper, silver, rhenium and lead were recommended for inclusion to the list and arsenic and tellurium were recommended for removal.

The 2025 list is the second update to the List of Critical Minerals, which began with a 2017 Executive Order by President Donald J. Trump that set the United States on a path to analyzing - and addressing - the vulnerability of supply chains for critical minerals. The Energy Act of 2020 further specified the process for developing updates to the list every three years.

Department of the Interior releases draft 2025 List of Critical Minerals | U.S. Department of the Interior

The U.S. Department of the Interior, through the U.S. Geological Survey, today released the draft 2025 List of Critical Minerals and a report that outlines a new model for assessing how potential supply chain disruptions could affect the U.S. economy

www.doi.gov

 

[STKR]

From what I understood, the reason they gave for Silver not being included in the strategic reserve list was because the US could sustain it's demand for silver by using it's own annual supply from mining output and existing stockpiles. However, the military reported they no longer had any strategic reserves, and most of the silver consumed by the US was via imported goods, so the chance of the US sustaining itself using it's own stockpiles/reserves is next to zero.

Unless the US can obtain silver from some undisclosed stockpile, I don't see where they'd be getting their silver from. The market is in a huge deficit, so where are they planning to get it from? The LBMA? COMEX? SLV?

What I think we're beginning to see is the prioritisation of military consumption vs retail consumption of silver... This is both exciting and terrifying for the long-term stacker. It's exciting because if Governments begin to hold strategic reserves, that will take a good chunk of silver away from the market - causing the price to skyrocket. But this will create a frenzy of physical retail investors and a shortage within the market, which could invoke a ban on physical investment. Government mints will be the first to cease production (which we're already seeing signs of production limits from some mints), followed by private mints.
IMO this is the biggest threat to long-term physical investment, however, we'll see plenty of signs and have plenty of opportunities to sell before that day comes.

In the short and mid-term, this is great news for stackers. Anyone looking at the supply and demand fundamentals already know they don't make sense. Add government strategic reserves to the demand and we're in Unobtainium territory.

Keith Neumeyer would be chuffed to learn of this news. But just because it's being proposed doesn't mean it will make the list...

 

[alor]

the military has many; biological, chemical and nuclear
so the air get poluted
call for immediate evac, under the the cover of protecting civilians
then with full suits, clean out those forum people's stacks
just look at Cali fire, nothing left

 

[Silver Soul]

Like pissing on a termites nest. No effect.