Glenn Jessome argues silver has been re-rated from a mostly industrial/precious metal into a strategic critical mineral, driven by geopolitics, AI/clean-tech demand, and supply concentration in Mexico/China. He says Silver Tiger Metals is nearing construction on a low-capex Mexican project with strong modeled economics and claims the stock should revalue materially as production approaches.
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This interview centers on a bullish silver thesis and the company-specific buildout of Silver Tiger Metals’ El Tigre project in Sonora, Mexico. Glenn Jessome, president and CEO of Silver Tiger Metals, says he has never expected to see silver at $80+ and believes the move reflects a structural shift rather than a temporary spike. His core argument is that silver has become a strategic metal: the U.S. has recently recognized it as a critical mineral, China dominates smelting and parts of the supply chain, and demand is being pulled by electronics, AI, solar, electric vehicles, and defense applications. Jessome repeatedly emphasizes supply scarcity. He says the number of operational silver mines is shrinking, that there will only be one more mine entering production in 2027 besides Silver Tiger, and that global mine supply is insufficient versus demand. …
Near term, the trade is driven by silver momentum and project milestones: if EPCM selection and construction updates land on time, sentiment can stay hot, but any pullback in silver or delay in build execution could hit the stock quickly.
Over the next few quarters, the base case is a developer-to-producer re-rating if Silver Tiger keeps advancing construction on schedule and the silver tape stays supportive. The key invalidators are cost overruns, permitting friction, or a sustained break in silver prices.
Structurally, the interview argues silver is shifting into a strategic-mineral regime where supply security matters as much as jewelry or industrial demand. If that regime persists, quality silver producers and near-producers in reliable jurisdictions could command persistently higher attention and valuation.
Silver has undergone a fundamental re-rating because the U.S. now views it as a strategic mineral/weapon.
Jessome repeatedly ties the price move and demand regime to U.S. national-security recognition and geopolitical competition.
Only one more silver mine will come into production in 2027, highlighting a shrinking supply pipeline.
This is used to support the shortage argument, though the transcript does not show the source data behind the figure.
Demand for silver is being pulled by electronics, AI, solar, electric vehicles, and defense uses.
He cites multiple end markets as ongoing demand drivers, especially for technology and green-energy applications.
What's next for critical minerals? What's next for silver at $83 which is the price on the 3rd of March. It's already come down from its highs, but it's rebounded from its lows. What is happening right now with the price? What can investors expect with the entire silver mining complex?
Jessome says silver is undergoing a structural rerating due to critical-mineral policy, industrial demand, and geopolitical supply constraints.
Why did you not expect $80 silver in your lifetime? You're different from the Keith Newers in the world who have been calling for $100 silver for a while.
Jessome says he did not expect such prices because his business must build mines around consensus prices, not fantasy outcomes, though he now thinks the regime has changed.
Why do you think that the government in the US in particular have made a shift like you said now in the last couple of months... to declare silver and copper... a critical mineral?
Jessome argues the U.S. delayed investment in mining while China dominated the strategic mineral chain, forcing a belated policy response.
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