🚨 Silver Joins the US Critical Minerals List – What It Means for Mining Stocks

⚒️ Silver’s Strategic Upgrade

On August 25, the U.S. Department of the Interior and the U.S. Geological Survey (USGS) recommended adding silver to the 2025 Critical Minerals list.

Why does this matter? Because the designation isn’t just symbolic. It brings:

• Stockpiling initiatives to secure domestic supply.
• Tax incentives and investment support for producers.
• Streamlined permitting for new mines.
• The potential creation of a strategic silver reserve.

In other words: silver is no longer just an industrial and monetary metal — it’s now officially recognized as a material critical to the U.S. economy and national security. This move boosts both demand visibility and financial incentives for miners, laying the groundwork for a powerful re-rating of silver-related equities.

📈 Why Mining Stocks

Could Shine

Mining stocks, especially in gold and silver, are what we, at the In Gold We Trust, call “performance gold”. Unlike physical bullion — which preserves purchasing power — mining equities can generate outsized returns when precious metal prices rise.

History backs this up. For example:

• During past Federal Reserve easing cycles, gold and silver miners massively outperformed broad equity markets.
• Silver’s dual role — as a precious metal and as an industrial input in green technologies (solar panels, EV batteries, electronics) — makes it uniquely positioned to benefit from both monetary and industrial demand.
• Yet, despite strong fundamentals, miners remain deeply undervalued relative to spot bullion.

With silver’s new critical status, capital is set to flow into the sector. Investors who position early stand to benefit from this structural tailwind.

🧭 The Incrementum Edge: Active Aurum Signal

Of course, mining equities are volatile and cyclical. A passive buy-and-hold approach often results in painful drawdowns. That’s why Incrementum AG developed the Incrementum Active Aurum Signal (IAAS).

This tactical, rules-based model helps investors decide when to go on the offensive with mining stocks — and when to play defense.

• Offensive Mode → Boost exposure to mining equities.
• Neutral Mode → Maintain balanced allocation.
• Defensive Mode → Reduce or hedge exposure.

The IAAS combines two pillars:

1. Cycle Signal – a contrarian mix of RSI momentum, CFTC positioning, Bollinger Bands, TIPS real yields, and valuation relative to moving averages.
2. Fundamental Signal – a binary check on gold and silver miners’ profitability (margins strong = 100, weak = 0).

Together, they generate a dynamic allocation strategy.

📊 The results? Since 1971 (up to April 2025):

• Passive strategy: +716% total return (3.98% CAGR).
• IAAS-driven strategy: +11,107% (9.17% CAGR) — with significantly lower volatility and drawdowns.

This isn’t theory. The IAAS currently guides the Incrementum Active Gold Fund, and since December 2023, it has been in Offensive mode — during which GDX has surged about 128%.

💼 Incrementum’s Fund Solutions

Incrementum AG offers a broad range of investment funds designed for different investor needs — from precious metals strategies to diversified hard-asset portfolios. You can explore the full list of funds directly on their website 👉 Incrementum Investment Funds.

However, when it comes to mining stocks specifically, the Incrementum Active Gold Fund stands out. Powered by the IAAS, this fund dynamically adjusts exposure to gold and silver miners, helping investors capture upside during bull cycles while reducing risk during downturns. It is:

• Disciplined – guided by quantitative signals.
• Data-driven – built on decades of research through the In Gold We Trust report.
• Proven – consistently outperforming passive strategies over time.

🌟 The Bottom Line

Silver’s addition to the U.S. Critical Minerals list is more than a bureaucratic update — it’s a paradigm shift for the metal’s role in the economy. For miners, it unlocks financial incentives, accelerates permitting, and broadens demand. For investors, it shines a spotlight on one of the most undervalued corners of the equity markets.

But navigating the volatility of mining equities requires discipline. That’s where the Incrementum Active Aurum Signal comes in — turning noisy markets into clear signals, and helping investors play both offense and defense with confidence.

Now may be the time to look beyond bullion — and consider the miners who dig it out of the ground.

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