We’re pleased to release the latest episode of The Precious Pod, our podcast series, where leading voices from across the precious metals industry discuss the trends shaping global markets.

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In this episode, Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, sits down with Michael DiRienzo, President & CEO of The Silver Institute, to explore the forces driving today’s remarkable silver dynamics.

Together, they unpack the factors behind silver’s re-rating – from structural supply deficits and shifting industrial demand across solar, EVs, and AI data centers, to the surge in India’s investment appetite, ETF inflows, and policy developments shaping the metal’s future.

They also discuss silver’s recent designation as a critical mineral, its evolving strategic role in global supply chains, and the broader implications for investors and industry participants alike.