Showing posts with label Lukas Ekwueme. Show all posts
Showing posts with label Lukas Ekwueme. Show all posts

Wednesday, February 25, 2026

LUKAS EKWUEME: Silver . . . a critical mineral. No silver, no AI, no missile production. The world is in desperate need of silver and the biggest supplier is at war.

Mexico, the biggest silver producer on earth, is plunging into chaos. Here is why this matters: - Silver was declared a critical mineral for the first time in history - No silver = no AI, no missile production - 50% of US silver imports come from Mexico The US modeled a scenario where Mexico stopped silver exports to the US, which would trigger a GDP decline, raising national security concerns. A few days ago, 10 workers of Vizsla Silver were abducted, 3 were found dead. As a result, mining companies are having trouble attracting employees and are incurring higher security costs. This was before the cartel war. Now the situation has gotten worse. - Silver transport is disrupted. - Costs are rising across the board. - It's getting harder to attract employees. This could resemble the doomsday scenario the US modeled. All of this is happening in a market which has been in deficit for 5 consecutive years, with COMEX inventories getting drained at an accelerating pace. The world is in desperate need of silver and the biggest supplier is at war.