The turning point in the global energy system – thanks to the necessary raw materials

Advertisement/Advertising – This article is distributed on behalf of Blue Moon Metals Inc. and Discovery Silver Corp., with which SRC swiss resource capital AG has paid IR advisory agreements. Producer: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: April 27, 2026, 7:30 p.m. Zurich/Berlin

Solar cells and electric cars require silver, among other things, as do high-tech applications. According to the latest analyses, global growth in electricity demand was entirely met by renewable energy last year. For the first time, fossil fuels did not have to be relied upon; instead, wind and solar energy and other clean sources supplied the energy. In fact, about three-quarters of the energy came from the sun.

The war in Iran and high oil and gas prices are having an impact on global energy markets. Environmentally friendly alternatives will reduce dependence on fossil fuels. For example, China exported 91 percent more solar modules in March than in February. At the same time, growth in solar cells reached 108 percent. A comparison between March 2025 and March 2026 shows that, according to data from the Chinese customs authority, record exports of electric vehicles, solar energy, and batteries (up 70 percent) were achieved.

One-third of the electricity generated globally is now green. In some cases, solar power generation has surpassed electricity generation from coal. Fossil fuels are thus increasingly being phased out. According to Ember’s “Global Electricity Review 2026,” the record growth in solar power generation in 2025 is sufficient to replace the entire LNG production passing through the Strait of Hormuz in 2025. The total global fleet of electric vehicles in 2025 will achieve a savings of 1.8 million barrels of oil per day, equivalent to about 13% of U.S. crude oil production. This encouraging development is driving demand for raw materials such as silver and zinc.

Blue Moon Metals – https://www.commodity-tv.com/ondemand/companies/profil/blue-moon-metals-inc/ – owns five polymetallic brownfield projects, including the Nussir copper-gold-silver project and the NSG copper-zinc-gold-silver project in Norway. In the U.S., the company holds the Blue Moon zinc-gold-silver-copper project, the Springer tungsten-molybdenum project, and the Apex germanium-gallium-copper project. All projects are strategically located and benefit from existing infrastructure. The Nussir project has recently received a very positive updated feasibility study.

Discovery Silver – https://www.commodity-tv.com/ondemand/companies/profil/discovery-silver-corp/ – owns the highly promising Cordero Project in Mexico. The reserve amounts to more than 300 million ounces of silver. Annual production of approximately 37 million silver-equivalent ounces is expected over the first twelve years. The company has also recently begun producing gold (Porcupine Project). Production of approximately 260,000 to 300,000 ounces of gold is expected for 2026.

Current company information and press releases from Discovery Silver (- https://www.resource-capital.ch/en/companies/discovery-silver-corp/ -) and Blue Moon Metals (- https://www.resource-capital.ch/en/companies/blue-moon-metals-inc/ -).

Further information is also available in our new Battery Metals Report at the following link: https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-04/

Sources: Discovery Silver, Blue Moon Metals,

https://ember-energy.org/latest-updates/solar-surge-halts-fossil-electricity-growth-worldwide-in-2025/;

https://ember-energy.org/latest-updates/chinese-solar-exports-double-in-a-month-to-hit-record-high-amid-energy-crisis/;

https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-04/

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