Contango Silver & Gold Poised for Multi-Year Silver Supply Deficit
Contango Silver & Gold is well-positioned to capitalize on a multi-year silver supply deficit, driven by industrial demand from sectors such as solar panels and electric vehicles.
The company's self-funded model allows it to operate independently of capital market pressures, enabling it to execute a contrarian strategy of acquiring undervalued assets and building geological conviction over time.
According to Shawn Khunkhun, President & Director of Contango Silver & Gold, 'Silver's industrial use only represented 10% of the silver market. But today it's 50%.'
This structural shift fundamentally changes the commodity cycle, creating a two-tier buyer base with different motivations.
As Khunkhun notes, 'Now you've got the Samsungs of the world competing with Shawn who's looking to preserve his wealth,' changing the cycle's floor and anchoring demand through downturns.