What the New Critical Minerals List Could Mean for Investors

Jason Williams

Posted August 28, 2025

Let’s cut right to the chase today. The Department of the Interior just dropped a bombshell for investors — silver is being considered for addition to America’s critical minerals list.

silver critical minerals list

Now, that might not sound like fireworks at first glance, but let me tell you… this is the kind of behind-the-scenes policy change that can rewrite the fortunes of entire industries.

If silver makes the cut, it could mean streamlined permitting, fewer regulatory roadblocks, and a federal tailwind strong enough to turn today’s silver explorers and producers into tomorrow’s household names.

For anyone holding silver miners with U.S. assets, that’s not just good news — that’s potentially generational wealth creation.

Why Silver’s New Status Matters

The critical minerals designation isn’t just a title — it’s a fast pass through the bureaucratic maze that so often strangles mining projects before they ever get off the ground.

If silver gets this status, the impact could be no less than transformational.

For one, permitting could finally shift from a multi-year slog into something more predictable and streamlined…

Today, a silver mining project can spend half a decade or more mired in environmental reviews, public comment periods, and agency back-and-forth before a single shovel ever touches dirt. With critical status, those timelines shrink dramatically.

Instead of watching opportunity costs pile up, companies could go from exploration to production in a fraction of the time, unlocking silver resources while demand is red-hot.

On top of that, projects tied to critical minerals are often moved to the front of the line for federal support and oversight. That means Washington takes a more active interest in making sure these mines move forward safely and efficiently…

Agencies that once served as obstacles can suddenly become allies, guiding projects along and making sure they don’t die from bureaucratic neglect.

For miners, that’s the difference between spinning their wheels in legal quicksand and moving full speed ahead with confidence.

And then there’s the money angle…

Critical minerals get priority access to government research partnerships, infrastructure programs, and sometimes even direct funding to support exploration and development.

That might mean federal dollars going toward road construction near a project, access to cutting-edge geological data, or grants that reduce the cost of new drilling campaigns.

For smaller companies, that support can be the lifeline that bridges the gap between discovery and development. For larger producers, it’s fuel that accelerates expansion and modernization.

When you add it all up, the message is clear: If silver is added to the critical minerals list, the U.S. government won’t just be watching from the sidelines.

It will be working to clear the path and actively support silver miners as they ramp up production to meet growing demand.

The Bull Market in Precious Metals

This move also couldn’t come at a better time for investors, either…

Gold and silver are already in a powerful bull market. Gold is setting the pace, hitting records as investors hedge against inflation, currency debasement, and geopolitical uncertainty. But here’s the kicker — silver tends to outperform gold once these bull runs hit stride.

That’s because silver is not just money. It’s also one of the most important industrial metals on the planet.

From solar panels and electric vehicles to high-end electronics and medical devices, silver demand is growing even faster than supply is shrinking.

silver critical mineral shortage

That dual role — both as a safe-haven store of value and an irreplaceable industrial metal — gives silver a unique advantage in today’s market.

And right now silver looks cheap compared to gold…

silver critical mineral gold silver ratio

The gold-to-silver ratio remains elevated, signaling that silver could have much more room to run.

And if history is any guide, silver’s rallies tend to be sharper, steeper, and far more explosive than gold’s once momentum shifts its way.

Macro Tailwinds Meet Policy Change

Now let’s connect the dots. We’ve got:

  • A bull market in precious metals gaining momentum

  • Silver historically positioned to outperform gold

  • And now, a policy shift that could grease the skids for U.S. silver miners

That’s a perfect storm for investors who are positioned correctly. When policy tailwinds align with market forces, fortunes are made…

Just look at what happened with lithium companies after lithium earned critical mineral status. Investors who spotted the setup early walked away with life-changing gains.

Silver could be the next chapter in that story — only bigger…

Because while lithium is important for batteries, silver underpins the entire energy economy and doubles as a centuries-old form of money. Add it all up and you’re looking at one of the most compelling setups in decades.

The Generational Wealth Setup

For investors, this is the opportunity to take what could be a once-in-a-generation shot.

Silver’s bull market already has legs, but with critical mineral status likely to cut red tape and fuel U.S. production, the right miners could deliver returns that make the 1980 and 2011 silver runs look modest by comparison.

silver critical minerals list past silver rallies

And unlike chasing over-inflated tech names or speculative AI gambles, silver miners give you exposure to a commodity that has stood the test of time — and now, thanks to Washington, may be about to hit the fast lane.

Three Silver Miners to Watch

Let’s talk names. There are three companies with U.S. silver operations that could ride this wave straight into the record books…

Hecla Mining (NYSE: HL)

Hecla is the granddaddy of American silver mining. Founded in 1891, it has been producing precious metals for more than a century.

Today, it’s the largest primary silver producer in the United States, with cornerstone assets like the Greens Creek Mine in Alaska and the Lucky Friday Mine in Idaho.

Hecla already produces more silver than anyone else in the country, and if regulations ease further, it can expand and accelerate its growth trajectory.

Investors often treat Hecla as the “blue chip” of U.S. silver mining — safe, steady, and levered to the price of silver.

Coeur Mining (NYSE: CDE)

Coeur brings diversification to the table, with a portfolio that includes both gold and silver mines in the U.S.

Its Kensington mine in Alaska and Rochester mine in Nevada are central to its production.

The Rochester expansion, in particular, is one of the most significant silver growth projects in North America.

Coeur’s balance of gold and silver gives it flexibility and stability, but make no mistake: If silver takes off, Coeur’s Nevada operations put it squarely in the sweet spot.

Apollo Silver (OTCQB: APGOF)

And finally — saving the best for last — Apollo Silver…

Now, Apollo may not have the scale of Hecla or Coeur, but that’s precisely the opportunity.

You see, its flagship Calico Project in California is one of the largest undeveloped silver resources in the United States, sitting right in a jurisdiction that could see permitting timelines collapse if silver earns critical status.

This is the quintessential early-stage play: small cap, high leverage to silver prices, and positioned to be transformed by the regulatory shift.

If the government opens the floodgates for development, Apollo could go from “interesting junior” to “major acquisition target” practically overnight.

For investors looking for explosive upside, Apollo is the name to keep on your radar.

Final Word

The Department of the Interior may have just set the stage for the next great American mining story.

Silver’s addition to the critical minerals list could unlock faster permitting, easier development, and a flood of capital into U.S. projects.

Combine that with a bull market already in motion, silver’s tendency to outpace gold, and the metal’s irreplaceable role in both industry and finance, and you’ve got a setup investors dream of.

But timing matters…

And by the time Wall Street and the rank-and-file world wake up, the biggest profits will already be claimed.

Now is the moment to get invested in the right U.S. silver miners — before the market reprices them for what they’re truly worth.

If you’re looking for generational wealth creation, this is one of those rare opportunities you can’t afford to miss.

To your wealth,

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Jason Williams

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After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.

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