John Rubino's Substack

John Rubino's Substack

Bad News for Mexican Miners, Good News for Physical Silver

John Rubino's avatar
John Rubino
Apr 05, 2025
∙ Paid

One of our Portfolio’s silver miners just announced a work stoppage at its flagship project because of “security concerns.” That’s obviously serious for the company, but the story has much broader implications: bad for nearby silver miners and good for the price of the metal itself. The details:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 John Rubino · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture