๐จ URGENT MARKET SHIFT: SILVER IS REWRITING THE SOLAR ECONOMY ๐จ
Silver prices have exploded โ and the impact is now hitting the solar industry hard. In 2025, silver accounts for a record 29% of total solar panel production costs, up massively from 15% last year, 11% in 2024, and just 3% in 2023.
This isnโt a small adjustment โ silver has now become the single largest cost component in solar panel manufacturing, overtaking aluminum, glass, and resins combined. With silver prices having more than tripled, manufacturers are being forced to raise panel prices and fast-track silver substitution, mainly toward copper-based alternatives.
Why this matters ๐
โข Rising solar costs could slow renewable adoption
โข Margins are under pressure across energy supply chains
โข Silverโs historic rally is reshaping industrial economics
โข Material substitution could disrupt metals markets next
Projects tied to energy, materials, and innovation will feel this shift first. Keep an eye on $PLAY , $SOMI , and $JTO as this structural change unfolds.