A silver price of $134 may arrive much sooner than most expect.
That is the level where operating profits in the global solar panel industry drop to zero.
Over the past year, solar industry profits have already fallen from $31bn to $16bn, while silver prices surged. Margins are being squeezed hard, and the response has been clear: inventory hoarding.
You can see this stress most clearly in the 1-year silver swap. It remains deeply negative. Everyone wants physical silver. Nobody wants paper. That is exactly why I watch the silver swap every single day.
At $134, solar manufacturing becomes unprofitable. And the combination of industrial stockpiling and investors who missed the silver move increases the odds that this level appears sooner rather than later.
That does not mean the silver rally ends there. Solar panel prices can rise, but higher prices will slow adoption, making solar less competitive versus fossil fuels. And in fossil fuels, years of underinvestment will be exposed.
That is how a silver bull market quietly turns into a much broader commodity bull market.
This is a bigger deal than it may seem.
“Starting January 1, 2026, China will restrict silver exports.
To export silver, companies will now need government licenses.”
ओबामा के ताने सुनकर ट्रम्प ने राष्ट्रपति बनने की ठानी थी!
30 अप्रैल 2011 की बात है, व्हाइट हाउस में तत्कालीन राष्ट्रपति बराक ओबामा ने एक डिनर पार्टी रखी थी।
ओबामा बार-बार पार्टी में मौजूद एक शख्स का नाम लेकर उस पर तंज कस रहे थे।
वो शख्स कोई और नहीं बल्कि उस वक्त अमेरिका का सबसे बड़ा बिजनेस टाइकून डोनाल्ड ट्रम्प था।
ट्रम्प कुछ ही समय पहले रिपब्लिकन पार्टी में शामिल हुए थे।
वे बार-बार ओबामा की अमेरिकी पैदाइश पर सवाल उठाते थे।
जब ओबामा ने उन्हें प्रोग्राम में देखा तो पलटवार करने की सोची और ट्रम्प को खूब कोसा।
मीडिया रिपोर्ट्स के मुताबिक ट्रम्प को ये अपमान बर्दाश्त नहीं हुआ।
उसी दिन उन्होंने यह ठान लिया था कि वे एक दिन अमेरिका के राष्ट्रपति बनेंगे।
If Swiggy’s delivery boy stole a pair of shoes while delivering food at someone’s house. Don’t take any action against him. In fact buy him a new pair of shoes. He might be really in need. Be kind ❤️🙏
Haar tab hai jab maan liya,
Jeet hai unki jinhone Thaan liya.
What an inspiration is Sheetal Devi. Ideal role-model for this generation. With limited resources, but a never-say die attitude and incredible grit.
Many congratulations on the Arjuna Award
First offices of:
Amazon
Apple
Coca-Cola
Dell
Disney
Facebook
Google
Harley-Davidson
HP
Kraft
Marriott
Mattel
Microsoft
Nike
P&G
Salesforce
Samsung
Starbucks
UPS
YouTube 🧵
An un-foldable, 500 sq ft house for about 40L rupees. Probably could be manufactured even cheaper in India. Perfect for post-disaster shelters also. Innovation is the answer to our problems of providing affordable homes.
Congratulations to France for a spirited performance at the #FIFAWorldCup! They also delighted Football fans with their skill and sportsmanship on the way to the finals. @EmmanuelMacron
Inside Argentina. The celebration is just on point. Finally Messi has become the Legend they were looking for.
#ArgentinaVsFrance#WorldCupFinal#FIFAWorldCup2022 what a final Mbappe Peter Dury Dede Ayew