Zeev, as far as I can tell, no-- at least nothing published from BH, yet. fwiw... I'm not a real believer either way, (mo-mo?) but what I can tell you is that there's been an extreme pullback in mining exploration budgets and I'm not just talking about gold and silver-- I'm talking about all base-metals. If the world economy slowed to a crawl... zero growth, we'd still be consuming over 24 billion pound of copper per year. If the price of commodities don't go up, they won't be produced... which is why I play the natural resources -- because unlike stocks, commodities never go to zero.
Anyway...
(from the top of my head) Over 2/3 of silver that's produced is a by-product of base-metal mining. If the conspiracy hounds are right-- there would be no conceivable way to increase silver production in any expedient manner if there were, mysteriously, an "event."
...as for photography? The data you're looking at is incorrect. The use of silver in film has gone up... disposible camera sales have gone up relative to digital-- especially from China. You need a computer to go with your camera -- developing nations still prefer the basics. Check out Pan American's web site, I believe it was in one of their conference calls I was listenning to awhile back.
If anything I'll dig a little deeper into this-- might be worth chatting about after hours tomorrow.
Regards,
Michael
FP........................................................
AI
