Silver Stocks Shine Amid Rising Treasury Yields

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

Silvercorp Metals (TSX:SVM) operates high-grade underground silver mines in China, with operations that generate about $453 million from the Ying Mining District and $42 million from the GC mine. The company's Chinese underground operations are closely linked to industrial demand for silver in AI, solar, and EV supply chains.

Discovery Mining (TSX:DSV) is another key player in the silver market, with a focus on gold production while advancing major silver-focused exploration and development projects. Its producing assets help fund large-scale silver projects that are linked to demand from AI, solar, and EV supply chains.

First Majestic Silver (TSX:AG) runs primary silver and gold mines in Mexico, providing direct exposure to mined silver production. The company's Mexican mines supply the metal used by AI, solar, and EV manufacturers.