In this conversation with Shawn Khunkhun, CEO of Dolly Varden Silver (TSXV: DV) and Rick Van Nieuwenhuyse, President, CEO and Director of Contango ORE, Inc. (NYSE: CTGO), we unpack what is really driving silver’s breakout, from tightening physical supply and rising lease rates to structural demand from EVs, batteries, and critical minerals policy. Shawn explains why the paper market is finally being forced to reflect physical reality, while Rick adds context on how industrial demand, geopolitics, and long-term electrification trends are reshaping silver’s role in the global system.
The discussion then turns to the newly announced Dolly Varden–Contango merger, why the combination makes strategic sense, and what the consolidated company looks like in practice, cash flow, development optionality, jurisdictional advantages, and the ability to fund growth without missing this cycle. The conversation also digs into direct shipping models, permitting acceleration in Canada and the US, and why scale, balance sheet strength, and execution matter more than ever in this phase of the metals market.
Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
