by the time we build enough solar panels to power the earth.
key risk in this trade might be that silver gets replaced by something else in the solar panels in the future?
yup, definitely. looked into it and it's mostly copper and other metals, there's nothing cheaper/more effective on the horizon
meaning it wont happen till substitution binds, which means the price has to go up to get the shift to happen
Great piece, thanks Alexander.
key risk in this trade might be that silver gets replaced by something else in the solar panels in the future?
yup, definitely. looked into it and it's mostly copper and other metals, there's nothing cheaper/more effective on the horizon
meaning it wont happen till substitution binds, which means the price has to go up to get the shift to happen
Great piece, thanks Alexander.