Silber als Industriemetall
ist bei der Produktion von Solarzellen sehr wichtig,
wobei der grösste Teil der Nachfrage nach pyhsischem Silber
aus dem Bereich der Silver-ETFs kommt.
Dennoch ist die Verwendung vom Silber in Solarzellen wichtig,
denn wenn der Silberpreis steigt
gibts bei den Herstellern von Solarzellen die ersten Panikreaktionen
indem man pyhsischen Vorrat anlegt.
die Palladium-squeeze ist zwar ein bischen anders geartet
aber dennoch als history-background wichtig.
Ergänzung folgt in einigen Minuten
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Solarzellen-Nachfrage:
5) Finally, according to Greentech Media, solar power installations in the U.S. doubled last year, with 40 percent of all power generation projects coming from the renewable source
http://fuelfix.com/blog/2017/0…ion-boosting-inventories/
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Palladium-squeeze-history:
http://www.investmentrarities.com/indust_panic.shtml
INDUSTRIAL PANIC by Theodore Butler
World inventory will continue to shrink until the price increases dramatically. It will be a big silver user, or group of users, who will panic and send the price soaring. Remember, Ford Motor Company and their disaster in stockpiling palladium.Ford panicked when palladium went into shortage, bought inventories which caused the price to soar, then lost big when the price collapsed. My point is that the silver userswill panic when the silver shortage becomes apparent. As Ford said at the time, “What people were doing was protecting against a lack of material that would put us out of production.”
Take my word for it, when thesilver shortage hits, some users will panic. They will do anything to keep their production lines rolling. Only when the shortage scares them will they attempt to build silver inventories. The users drove palladium, at its peak, up to $1,100 oz. from $60 ten years earlier,or almost 20 times, to keep those production lines running.
written year-2002
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die Abteilungsleiter im Einkauf sind sich wahrscheinlich noch gar nicht bewusst
was da mal abgehen kann
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Nachtrag 20. Feb-2017
http://www.scrapregister.com/n…-demand-growth-for-silver
Citi Research looks for photovoltaic silver demand, used for solar power, to abate for a while before potentially improving again next year.
(..)
Despite sequentially surpassing the prior years’ output, China’s ~30% global market share is expected to decline to ~25% in 2017 following the feed-in tariff cut in 2016, while other countries such as the U.S. and India ramp up installations.
