EXCLUSIVE: BOA Silver Analysis and Slide Deck
Definitive Silver Industrial-Use Analysis
Housekeeping: Good Afternoon
Feel free to view the slides first, or listen to commentary while viewing. Full report at bottom
Contents:
(Voice note commented are **)
Read-through Analysis
Full Slide Deck
1-Supply Deficit
2,3-Inventories draw down
4,5- Nobody invests in Silver anymore. **
6,7- China’s Insatiable Appetite
8,9 - Dropping US Coin Demand
10,11- Japan Starts to Uptick
12,13- China Silver Premiums mean more imports
14,15- Solar Silver Will Keep Climbing **
15, 16- Chinese Allocate More Money
18, 19- More Silver Needed in Next Gen Panels **
20- New TOPcon Panel Uses More Silver **
21- TOPCon to Take Over Industry **
22,23- Silver Use Will Explode for EV Cars **
24,25- EV versus HEV and ICE Autos
26- Price Synopsis
Full Analysis