Wall Street Mav|4月 15, 2026 21:59
China’s sulfuric acid ban + Strait of Hormuz shutdown = a double shock the market isn’t pricing.
~70% of silver is a byproduct — dependent on acid.
No acid = less copper = less silver → meltup in silver and sulphuric acid price.
Aya Gold & Silver benefits in two ways:
Zgounder
• ~6 Moz/ yr silver → pure leverage. This type of ore doesn’t need sulfuric acid.
Meanwhile, smelters are scrambling for sulfur 🔥
➡️ Payabilities rising (~75%+)
➡️ Returns exploding
Enter pyrite …
Boumadine
• ~1 Mt/ yr pyrite concentrate
• ~40% sulfur (~400 kt/y units)
• Clean, low arsenic = premium feed
In this market, sulfur is as valuable as the metal.
6 million oz of silver per year now, +37 million oz/ yr AgEq when Boumadine is completed in 2029. 6x to 7x increase in revenue and profits.
This is my top silver mining investment. Aya (ticker AYASF).
Silver, gold, sulfur, lead and zinc.
https://www.kitco.com/opinion/2026-04-10/chinas-acid-ban-hidden-trigger-silvers-next-squeeze(Wall Street Mav)
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