[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kitco NEWS [@KitcoNewsNOW](/creator/twitter/KitcoNewsNOW) on x 124.1K followers Created: 2025-07-08 19:09:13 UTC $XX Silver Coming? Supply Crunch, M&A, and Why Miners Still Lag | Keith Neumeyer Silver is hovering near $37/oz, its highest level in over a decade - but mining equities still lag. In this Kitco News interview from the Rule Symposium in Boca Raton, Florida, First Majestic Silver CEO Keith Neumeyer speaks to Kitco's @JeremySzafron and explains why silver miners haven’t caught up to the metal’s breakout, what’s driving the supply crunch, and how M&A and investor positioning are reshaping the sector. Neumeyer says institutional interest is surging, retail margins are at record highs, and the company’s balance sheet is the strongest in its 22-year history. But he warns the industry needs “triple-digit silver” to bring new low-grade projects online - and says the market is still early in a new bull cycle. Special thanks to our sponsor, G mining Ventures, for making this coverage possible. To learn more, visit: Key Topics: -Why silver miners are still lagging the metal -The real supply crisis: no new major discoveries -First Majestic’s mint margins and balance sheet strength -What’s needed for M&A: “chunky, permitted” assets -Silver vs. gold: what hits $XX or $XXXXX first? -The case for Mexico as the top jurisdiction Follow Kitco News on Twitter: @KitcoNewsNOW ( / kitconewsnow ) Follow Keith Neumeyer on Twitter: @keith_neumeyer ( / keith_neumeyer ) Follow First Majestic Silver on Twitter: @FMSilverCorp ( / fmsilvercorp ) Interview Timestamps: 00:00 Introduction to the Rule Symposium 01:04 Silver Price Dynamics and Market Sentiment 02:06 Challenges in the Mining Sector 05:03 First Majestic's Minting Operations 06:37 Operational Costs and Inflation 08:09 Mergers and Acquisitions in the Silver Industry 13:07 Geopolitical and Permitting Risks 14:22 Future Outlook  XXXXX engagements  **Related Topics** [stocks](/topic/stocks) [$37oz](/topic/$37oz) [$ag](/topic/$ag) [Post Link](https://x.com/KitcoNewsNOW/status/1942662271978643584)
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Kitco NEWS @KitcoNewsNOW on x 124.1K followers
Created: 2025-07-08 19:09:13 UTC
$XX Silver Coming? Supply Crunch, M&A, and Why Miners Still Lag | Keith Neumeyer
Silver is hovering near $37/oz, its highest level in over a decade - but mining equities still lag. In this Kitco News interview from the Rule Symposium in Boca Raton, Florida, First Majestic Silver CEO Keith Neumeyer speaks to Kitco's @JeremySzafron and explains why silver miners haven’t caught up to the metal’s breakout, what’s driving the supply crunch, and how M&A and investor positioning are reshaping the sector.
Neumeyer says institutional interest is surging, retail margins are at record highs, and the company’s balance sheet is the strongest in its 22-year history. But he warns the industry needs “triple-digit silver” to bring new low-grade projects online - and says the market is still early in a new bull cycle.
Special thanks to our sponsor, G mining Ventures, for making this coverage possible. To learn more, visit:
Key Topics: -Why silver miners are still lagging the metal -The real supply crisis: no new major discoveries -First Majestic’s mint margins and balance sheet strength -What’s needed for M&A: “chunky, permitted” assets -Silver vs. gold: what hits $XX or $XXXXX first? -The case for Mexico as the top jurisdiction
Follow Kitco News on Twitter: @KitcoNewsNOW ( / kitconewsnow ) Follow Keith Neumeyer on Twitter: @keith_neumeyer ( / keith_neumeyer ) Follow First Majestic Silver on Twitter: @FMSilverCorp ( / fmsilvercorp )
Interview Timestamps: 00:00 Introduction to the Rule Symposium 01:04 Silver Price Dynamics and Market Sentiment 02:06 Challenges in the Mining Sector 05:03 First Majestic's Minting Operations 06:37 Operational Costs and Inflation 08:09 Mergers and Acquisitions in the Silver Industry 13:07 Geopolitical and Permitting Risks 14:22 Future Outlook
XXXXX engagements
