Peter Krauth Interview; China, Russia, Inflation, $40 Silver and Silver Juniors to follow into 2025

 interview with well-known Silver expert Peter Krauth. Peter is the author of the bestselling book The Great Silver Bull. Peter is a frequent guest speaker on Silver at many mining events around the world, and an expert in precious metals markets. He runs the silver-focused investment newsletter Silver Stock Investor (www.silverstockinvestor.com ).  

Companies discussed in this podcast include Cerro de Pasco Resources Inc. (CSE:CDPR), Kingsmen Resources Ltd. (TSX-V: KNG) and miners.  

In this episode, host Cali Van Zant and Peter discuss the potential impact of Russia's decision to add precious metals to its national reserves and ban the export of scrap precious metals on silver prices, as well as the significant deficit in silver supply.   He also highlights the potential impact of trade tensions between the US and China on silver prices, the technological shift in the solar panel industry, and the dynamics of investing in precious metals during bull markets.   Peter shares insight on the current state of the precious metals sector, highlighting that it is the most profitable sector in the S&P index, with companies generating 40% free cash flow. He predicted that the smart money would first invest in deep value, followed by more sophisticated investors, and eventually the general public.  

 He expresses his bullish outlook on silver, predicting it will regain $35 in the first quarter of the next year and potentially reach $40 or more.   He notes that China might pivot to other markets to sell their solar panels, and that a shift in technology could affect the demand for solar panels. Peter also says that the solar panel industry is experiencing a significant technological shift, with the adoption of a new technology that requires up to 50% more silver per panel.   He points out that this new technology could drive up demand for silver, which might not be factored into current forecasts.

  Lastly, Peter mentions that solar panel installations have consistently exceeded forecasts, suggesting that the industry is more resilient than anticipated.    



About Peter Krauth, and Silver Stock Investor Newsletter Peter Krauth is a former portfolio adviser and a 20-year veteran of the resource market, with special expertise in precious metals, mining, and energy stocks. Peter writes about what he is buying and selling; he takes no pay from companies for coverage. He has contributed numerous articles to Kitco.com, BNN Bloomberg, the Financial Post, Seeking Alpha, Streetwise Reports, Investing.com, TalkMarkets, and Barchart, and he holds a Master of Business Administration from McGill University.   The Silver Stock Investor newsletter is Peter’s key contribution to The Gold Advisor world, and it is a welcome one. Silver is a world unto itself, with its own equity metrics, macro forces, and dedicated investors. Silver also usually outperforms gold in a bull market. For all those reasons, silver deserves its own newsletter – and until SSI no such newsletter existed! Peter covers the whole silver spectrum, from physical to major miners to junior explorers, in a monthly letter with a bi-monthly update. https://silverstockinvestor.com/ X @peter_krauth      

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