I will check up on price drivers for silver if I get a chance tomorrow.
On a realted note,
here is a link to a presentation given by a friend of mine last year for a club at school. It's a pitch for Newmont Mining Corporation (NEM) but it's got a very good insight into world trade factors that preceded the rise in gold prices. The guy in the presentation is one of the smartest people I know in finance so I think it's a pretty interesting/worthwhile video to watch.
NOTE: You need RealPlayer and you can skip the video to the 52:20 mark in order to avoid the dead air/administrative issues earlier in the meeting.
Edit to point out that I know the girl is an idiot, just bare with her because the guy really is very bright and worth listening to.
One more edit, for context, to say that this presentation was given on January 28, 2005.