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Silver Squeeze Risk Grows as Institutions Move Into Miners | Peter Krauth
Silver’s powerful rally may be entering a new phase, and the biggest opportunity could now lie in mining equities.
Speaking with Kitco News at PDAC 2026, Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, said the market has likely moved beyond its early accumulation stage and into the awareness phase of the bull cycle. He expects volatility to remain a defining feature of the market this year as prices continue climbing.
Krauth also warned that structural pressure may be building in the paper silver market. “If you get some big futures holder that says, ‘I'm standing for delivery,’ and the exchange can't meet that delivery,” he said, “that's when all you know what breaks loose, and then that's a reset.”
At the same time, institutional capital may finally be turning toward the sector, with large funds beginning to recognize the need for exposure to resources. Krauth argues that silver developers remain deeply discounted relative to producers, leaving significant upside if capital flows accelerate.
Despite silver’s surge, he believes the cycle is still early. “This bull market is just getting started.”
Recorded March 02, 2026.
00:58 - Silver Bull Market Bear Trap Explained
02:55 - Geopolitics, Recession Risk and Silver vs Gold
03:58 - COMEX Silver Squeeze and Delivery Risk
05:50 - India Moves Away From LBMA Silver Pricing
07:09 - Industrial Silver Demand and Substitution Limits
09:00 - Solar Power, Batteries, and Silver Demand
11:02 - Silver Miners Scarcity Premium Explained
11:28 - Institutional Investors Enter Silver Mining Stocks
15:12 - Silver Miners Leverage on the Silver Price
16:41 - Offtake Deals and Physical Silver Premiums
17:50 - How to Invest in Silver Stocks Now
Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible.
To learn more, visit:
https://www.goldmining.com/
https://www.usgoldmining.us/
https://www.uraniumenergy.com/
https://www.uraniumroyalty.com/
Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
Follow Peter Krauth on X: @peter_krauth (https://x.com/peter_krauth)
#Silver #SilverPrice #SilverSqueeze #SilverStocks #SilverMiners #PreciousMetals #Mining #Comex #PDAC2026 #KitcoNews
__________________________________________________________________
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FOLLOW US:
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Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
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By Kitco MediaSilver’s powerful rally may be entering a new phase, and the biggest opportunity could now lie in mining equities.
Speaking with Kitco News at PDAC 2026, Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, said the market has likely moved beyond its early accumulation stage and into the awareness phase of the bull cycle. He expects volatility to remain a defining feature of the market this year as prices continue climbing.
Krauth also warned that structural pressure may be building in the paper silver market. “If you get some big futures holder that says, ‘I'm standing for delivery,’ and the exchange can't meet that delivery,” he said, “that's when all you know what breaks loose, and then that's a reset.”
At the same time, institutional capital may finally be turning toward the sector, with large funds beginning to recognize the need for exposure to resources. Krauth argues that silver developers remain deeply discounted relative to producers, leaving significant upside if capital flows accelerate.
Despite silver’s surge, he believes the cycle is still early. “This bull market is just getting started.”
Recorded March 02, 2026.
00:58 - Silver Bull Market Bear Trap Explained
02:55 - Geopolitics, Recession Risk and Silver vs Gold
03:58 - COMEX Silver Squeeze and Delivery Risk
05:50 - India Moves Away From LBMA Silver Pricing
07:09 - Industrial Silver Demand and Substitution Limits
09:00 - Solar Power, Batteries, and Silver Demand
11:02 - Silver Miners Scarcity Premium Explained
11:28 - Institutional Investors Enter Silver Mining Stocks
15:12 - Silver Miners Leverage on the Silver Price
16:41 - Offtake Deals and Physical Silver Premiums
17:50 - How to Invest in Silver Stocks Now
Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible.
To learn more, visit:
https://www.goldmining.com/
https://www.usgoldmining.us/
https://www.uraniumenergy.com/
https://www.uraniumroyalty.com/
Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
Follow Peter Krauth on X: @peter_krauth (https://x.com/peter_krauth)
#Silver #SilverPrice #SilverSqueeze #SilverStocks #SilverMiners #PreciousMetals #Mining #Comex #PDAC2026 #KitcoNews
__________________________________________________________________
Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.
FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.