Following the publication of my last article on silver in early February 2026, I thought about updating my investment thesis given the materialization of important catalysts. Despite the ongoing pullback on silver prices, the start of the Iran war and the closure of the Strait of Hormuz strenghthens the investment case for silver. Surging energy prices are putting upward pressure on long-term sovereign bond yields, which should lead to higher interest expenses and fiscal deficits over time.
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Gold and silver prices have consistently trended downward since the United States and Israel began striking Iran nearly three weeks ago, bucking conventional wisdom that global conflict makes the price of “safe haven” assets—like precious metals—rise. Analysts from Sucden Financial said Wednesday gold and silver are trading “in negative correlation with oil” as oil and energy prices surge.
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Cantor Fitzgerald L. P. purchased a new position in shares of Global X Silver Miners ETF (NYSEARCA:SIL) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,004 shares of the company's stock, valued at approximately $717,000.
Silver has broken out of a decade-long channel, surging from $35 to $120 in six months, yet silver miners have lagged the metal's performance. Despite FCF margins near 50% for silver miners at current prices, investor skepticism about the sustainability of high silver prices has kept valuations depressed. I like to focus on producers, near-term producers, and late-stage developers with scalable production potential, advocating broad, low-allocation exposure to mitigate mining-specific risks.
Jeremy Szafron joins Kitco News as an anchor and producer from Kitco's Vancouver bureau. Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance.
Silver prices have turned volatile after a huge rally, as the U.S.-Iran conflict, rising oil prices, and shifting Federal Reserve expectations scramble precious-metals markets.
S&P 500 is stuck in a trading range and the market is eager for a breakout — up or down.
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Silvercorp Metals: What Silver Price Is Embedded In Today's $2.43B Valuation?
U.S. silver mining companies fell in premarket trading after the precious metal experienced volatility in the past month. Spot silver and gold were also trading lower early in the day.