Скачать или смотреть China's Silver Export Lockdown Hits Today: Why $100+ Silver Starts in 2026

🚨 BREAKING: China's Silver Export Lockdown Activated January 1st, 2026 🚨

It is January 2nd, 2026, and we are exactly 48 hours into the most catastrophic supply shock in silver market history. China just weaponized control over 60-70% of global refined silver through its new licensing system—and the fracturing has already begun.

In this urgent analysis, we expose: ✅ Why COMEX spot prices at $72/oz are meaningless fiction ✅ The 47.6 million ounce COMEX vault drain in December alone ✅ Physical premiums exploding to $18-$22 over spot (already $90-$94 real price) ✅ Shanghai inventories collapsing to decade lows (691 tons remaining) ✅ LBMA backwardation crisis and the 90-minute market freeze in October ✅ Elon Musk's public warning about Tesla's silver supply emergency ✅ Why $100+ silver by mid-2026 is now inevitable—and conservative

China exported 4,600+ tons in the first 11 months of 2025, then slammed the door shut. Only 44 licensed companies can now export—under undisclosed government quotas. Meanwhile, global demand hit 1.24 billion ounces against 837 million ounces of mine production. The math is deadly simple: the metal is GONE.

This is not volatility. This is the Great Silver Reckoning—and Phase One of the Liquidity Death Spiral is happening RIGHT NOW.

🔥 CRITICAL DATA COVERED:

China's 660-ton October export surge (pre-lockdown drain)
COMEX registered inventory crash to 28M oz
CME margin requirement spike (33% increase = systemic defense)
Gold-to-silver ratio compression to 59.5:1
Solar demand surge (64% YoY growth—now #1 demand source)
Indian import collapse (42% drop creating domestic crisis)
Mexico/Peru production stagnation (no cavalry coming)

The split between paper and physical is now absolute. COMEX is trading fiction. The street is trading reality. And reality says the silver you can hold is worth 3X what the screen shows.

SOURCES & REFERENCES (Itemized with Links)

All data cited in this analysis was sourced from the following verified references as of January 2, 2026:

China Export Restrictions & Policy:

1. Reuters - "China names companies allowed to export silver over 2026-2027" https://www.reuters.com/world/asia-pa...
2. CNBC - "China to restrict silver exports, echoing rare earths playbook" https://www.cnbc.com/2025/12/31/china...
3. South China Morning Post - "China's January 1 silver curbs to deepen global crunch" https://www.scmp.com/economy/global-e...
4. Moneycontrol - "Silver is the new rare earth: What China's export controls really change" https://www.moneycontrol.com/news/bus...

Current Silver Prices & Market Data: 5. Trading Economics - "Silver Price Today" (January 2, 2026: $72.71/oz) https://tradingeconomics.com/commodit...

1. JM Bullion - "Live Silver Spot Price Charts" https://www.jmbullion.com/charts/silv...
2. Investing.com - "XAG/USD Silver Spot Exchange Rate" https://www.investing.com/currencies/...


DISCLAIMER

IMPORTANT LEGAL NOTICE – PLEASE READ CAREFULLY

The information presented in this video and description is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. Capital Key is not a registered investment advisor, broker-dealer, or financial planner.

No Investment Advice: Nothing contained in this video constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities, commodities, or financial instruments. The views and opinions expressed are those of the presenter based on publicly available information and do not necessarily reflect the views of any affiliated organizations.

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