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Silver’s 2025 Surge Leaves Stocks Behind as Supply Tightens

Traders now eye China’s Jan. 1 export curbs that could strain global flows.

Overview

  • Silver more than doubled in 2025, outpacing major indexes and even high-flying tech names, while gold also logged strong gains.
  • Investors sought a hedge as concerns over inflation, record U.S. debt and a large federal deficit supported demand for precious metals.
  • Industrial use remains a key pressure point, with electronics manufacturers consuming a large share of yearly silver supply.
  • China announced new restrictions on shipping silver beginning Jan. 1, 2026, raising the risk of tighter near-term availability for international buyers.
  • The rally enriched mining executives and investors, with Canadian gold and silver stocks among the year’s top performers and sector indexes posting outsized returns.