We stand now in the very "contested order" envisaged by defense strategists as a world in which confidence in the post-Cold War arrangement has eroded, economic ties are fraying, and rising powers challenge the established hierarchy. In this chaotic dawning, the public has woken from its stupor: they see at last that silver– once the overlooked stepchild of gold– is a key axis of power. Its scarcity is now glaring, its strategic importance plain. No longer a mere "poor man's gold," silver is the dual-force that can stabilize currencies and fuel industry alike. Those in possession of this metal will hold the last leverage in a collapsing international order.
Silver's Industrial Might & Monetary Role
Silver's strength lies in its dual nature. As a monetary asset it is tried and true– a tangible store of wealth in times of crisis– but as an industrial metal it is absolutely irreplaceable. Every modern computer, cell phone, Ai "brain" and supercomputer contains silver; nearly every electrical switch or circuit board is silver-plated for maximum conductivity. Photovoltaic cells and advanced batteries rely on silver's unparalleled conductivity, and even mass-market technologies (from biomedical devices to catalytic converters) depend on it. The Silver Institute notes bluntly that "silver– the world's best metal conductor of electricity– is found in virtually every electronic device". In short, silver builds the modern world.
At the same time, silver is money on the move. In times of turmoil people hoard it instinctively; in the last year global demand for silver bars and coins surged even as global supply hardly budged. Investors recognize it as both aa hard asset and an inflation hedge. Unlike digital claims or government promises, silver cannot be created by fiat. Its scarcity and portability make it the last true reserve of value when paper wealth fails.
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Consumed by Progress; Lost to the Ages
Most crucially, silver is consumed in use, not hoarded. Each year the lion's share of mined silver ends up in products and infrastructure, not in vaults. By USGS reckoning, in 2024 only about 19% of silver used in America came from recycled scrap. This secondary supply is also be inflated by the melting of old and new coinage. The other ~81% was locked in circuits, mirrors, catalysts, or buried in coins and bars that may never re-enter the market. That is the Achilles' heel of silver: once put to use, it is economically unrecoverable at scale. Unlike gold, which mostly lies fallow in bullion stockpiles or jewelry safe-kept, most silver is incorporated into industry where it effectively vanishes from available supply. This fundamental fact– that silver is consumed to make our high-tech world– means the world is burning through the available silver.
The Great Silver Suppression
Aware of silver's rising value, governments and banks have long worked to keep its price artificially low. For decades the London fixing and New York COMEX were dominated by bullion banks allied with the U.S. and U.K. Establishments. These insiders routinely "slammed" silver prices whenever they threatened to break out, using vast paper futures to quash market rallies. The major banks (JPMorgan, UBS, HSBC, Goldman) have systematically pushed silver prices down through coordinated trading, preventing them from reflecting true supply and demand. The result is a charade: Wall Street has been allowed to sell "phantom" metal at will, keeping the public unaware of the metal's true value.
Make no mistake, this is a government-sponsored illusion. The United States needs silver prices to stay low so that headline inflation and industrial inputs appear stable. If silver were fairly price, it would blow up CPI measurements, expose industrial shortfalls, [and] undermine confidence in the dollar, but it would also reveal a dangerous and maybe fatal national security reality: the West does not have the resources, let alone the silver, to maintain its current world power status against that of the East's growing power bloc. From National Emergency, to Defense Production Act– the rules that would protect free markets are an illusion of the true tyranny which has manifested an intelligent design to control the price and vis à-vis-the supply, at all costs.
SILVERWARS
The East Aligns, West Yields
But the suppression mechanism are finally fraying under pressure. Physical silver is fleeing the West for the East. Lease rates are elevated to deter industrial demand from taking delivery of physical metal. The lease rates (typically zero) confirms the West is having trouble sourcing the silver and must put the breaks on demand. This has not stopped the East. Sovereign buyers and manufacturers in Turkey, India, China and other nations are quietly hoarding it, and refineries can barely keep up with delivery request. China's Shanghai Gold Exchange (SGE) vaults tell the tale: since 2020 their silver holdings have soared 638%, even as COMEX and London stocks have crashed by 76% and 63%. Arbitrageurs are making profits hauling bars to the East, effectively setting a new floor on silver's price.
In 2024 global silver demand was forecast to reach ~1.21 billion ounces, a slight increase over 2023, while mined supply is expected to rise by only about 1%, creating a projected physical deficit of approximately 182 million ounces — the fourth consecutive annual shortfall. ETF/ETP holdings in silver have rebounded to their highest levels since mid-2022, with holdings above 24,000 tonnes in July 2025, though still somewhat below 2021 peaks. Industrial demand is setting records; investors are hoarding bars and coins; and the supply constraints caused by silver’s status as mainly a byproduct of other metal extraction, declining ore grades, recycled silver shortages, regulatory friction, and geological challenges suggest this shortfall is structural, not cyclical.
For the ruling class, this reality means that silver will stop being cheap, fungible, or dismissible. It will detach from paper futures and begin to operate on physical terms. Those who belatedly scramble for physical ounces will find themselves paying far more with much delay in sourcing. Nations that have allowed silver to flow out, or suppressed its price, will suffer strategic weakness. Those who accumulate physical reserves and control industrial infrastructure (refineries, supply chains) gain leverage.
The exposed deficit undermines the platforms build on fiat promises. When demand cannot be magically met by "printing money" or speculating on futures, true collateral must be held. This event forces the true supply of silver to be known to the public – the ramifications of rehypothecation will send silver's price skyrocketing.
SILVERWARS
The Silver Imperative
The jig is up– the cat is out of the bag. No amount of spin can hide silver's fundamentals any longer. In this contested order only silver can give a nation or portfolio real footing. It is both the insurance policy against fiat failure and the building block of every new jet, satellite and clean-energy project. The U.S. government itself now formally classifies silver as a critical mineral, reflecting its essential status. Our advice, then, is plain and blunt: accumulate silver now.
Hold it and build reserves of metal, for not in paper promises but in real ounces lies the power to endure whatever storm of geopolitics or inflation may come.
As John Adams himself once counseled a nation seeking strength, we say to today's leaders: let your wealth be measured in metal, not in ink. Let your industries be supplied by real minerals, not accounting tricks. Above all, cherish the "white metal" with a patriots reverence– for it is the only true refuge left for those who would preserve their power and legacy in a fracturing world.
No republic endures when secrecy governs wealth and wealth governs law.
