Silver Miners Gain Traction Amid Rising Treasury Yields

The rise in long-term Treasury yields has pushed borrowing costs higher and drawn investors' attention to hard assets. Silver, in particular, is gaining traction as a hedge against inflation risk and rate volatility.

Silvercorp Metals (TSX:SVM) stands out among leading silver miners due to its high-grade underground operations in China, which cater to industrial demand from AI, solar, and EV supply chains. The company generated $453 million from the Ying Mining District and $42 million from the GC mine.

Discovery Mining (TSX:DSV) is another player worth watching, with its focus on gold output while advancing major silver-focused exploration and development projects. Its producing assets help fund large-scale silver projects linked to demand from AI, solar, and EV supply chains.

First Majestic Silver (TSX:AG) runs several primary silver and gold mines in Mexico, providing direct exposure to mined silver production. The company generates significant revenue from its Mexican operations, with substantial ongoing investment expected to extend reserve life and drive long-term growth.