#Silver is a great example of a poss. energy rotation play
Accelerated de-carbonisation of US power sector could push silver supply into significant deficit (silver a key ingredient in photovoltaics); demand doubles, meanwhile mine supply has declined & few projects in pipeline pic.twitter.com/pJqoXycPI3

— Tracy (𝒞𝒽𝒾 ) (@chigrl) August 15, 2020