Uploaded August 2026 | Updated September 2026, 2 weeks ago
Silver could break away from gold as industrial demand from AI chips, solar cells and vehicle electrification reshapes it.
Rhona O'Connell, StoneX Head of Market Analysis, EMEA & Asia, explains what would loosen silver's link to gold and how palladium demand is being rebuilt.
Silver mine supply is largely price inelastic because most of it surfaces as a byproduct of copper, lead, zinc and gold output, so a higher price does little to lift production while industrial demand keeps building. On platinum and palladium, Nornickel has unveiled a palladium laboratory outside Moscow and is working through new uses, including partial substitution for silver in solar cells and for gold in electronics.
Discover Actionable Insights with StoneX Market Intelligence: shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_rhona_o_connell&utm_content=share
Watch the full conversation: youtube.com/watch?v=4C27LfKYDBU
Why Precious Metals No Longer Move Together: stonex.com/en/insights/why-precious-metals-no-longer-move-together
Download the StoneX 2026 Commodities Outlook: stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q3_26
0:00 Silver's Long Link to Gold
0:31 AI Chips and Solar Want Silver
1:09 Silver Mine Supply Cannot Flex
1:27 Combustion Engine Doubts Ease
1:45 Nornickel Hunts 100 New Uses
2:29 Palladium Muscles into Solar
Like and subscribe for more financial market insights.
#Silver #Palladium #PreciousMetals #StoneX #RhonaOConnell
Silver could break away from gold as industrial demand from AI chips, solar cells and vehicle electrification reshapes it.
Rhona O'Connell, StoneX Head of Market Analysis, EMEA & Asia, explains what would loosen silver's link to gold and how palladium demand is being rebuilt.
Silver mine supply is largely price inelastic because most of it surfaces as a byproduct of copper, lead, zinc and gold output, so a higher price does little to lift production while industrial demand keeps building. On platinum and palladium, Nornickel has unveiled a palladium laboratory outside Moscow and is working through new uses, including partial substitution for silver in solar cells and for gold in electronics.
Discover Actionable Insights with StoneX Market Intelligence: shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_rhona_o_connell&utm_content=share
Watch the full conversation: youtube.com/watch?v=4C27LfKYDBU
Why Precious Metals No Longer Move Together: stonex.com/en/insights/why-precious-metals-no-longer-move-together
Download the StoneX 2026 Commodities Outlook: stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q3_26
0:00 Silver's Long Link to Gold
0:31 AI Chips and Solar Want Silver
1:09 Silver Mine Supply Cannot Flex
1:27 Combustion Engine Doubts Ease
1:45 Nornickel Hunts 100 New Uses
2:29 Palladium Muscles into Solar
Like and subscribe for more financial market insights.
#Silver #Palladium #PreciousMetals #StoneX #RhonaOConnell
