Скачать или смотреть Tesla’s New Strategy Could Drain 100% of Mexican Silver!

December 20th, 2025. Emerging supply chain data suggests a scenario that could effectively reset the global silver market.

New analysis points to a strategy where "Project Redwood"—a rumored Tesla subsidiary—could aggressively lock down Mexico's exportable silver supply for 2026. If this off-take strategy is executed, it wouldn't just be a hedge; it would be a total takeover of the supply chain.

In this video, I break down the math behind this potential supply shock. We are tracking the risk of 210 million ounces of silver vanishing from the open market. I’ll show you why the current spot price makes "zero mathematical sense" in this environment, and I’ll explain the "Silver-Carbon" battery technology shift that is driving the race for strategic reserves.

In this video, I cover:

The "Redwood" Strategy: Analyzing the potential off-take of Fresnillo’s output.

The 4680-S Tech: Why EV silver loading could jump 800%.

The Inventory Crisis: What happens if Apple and Samsung can't source metal?

The Geopolitical Risk: How this move would lock China out of North American silver.

The 72-Hour Warning: Why physical premiums are flashing warning signs right now.

The markets are sleeping. The algorithms are ignoring the physical reality. But the math says a squeeze is inevitable.

Disclaimer: I am not a financial advisor. This video is a theoretical analysis for educational and entertainment purposes. The scenarios presented regarding "Project Redwood" and specific government filings are based on speculation, rumors, and projection of future market trends. Do not make financial decisions based solely on this content.