Скачать или смотреть Elon Musk Warns of Silver Shortage: Why China’s New Laws Will Break Tesla

Elon Musk just dropped a rare supply-chain warning — and it wasn’t about Mars.
When Musk says “This is not good. Silver is needed in many industrial processes,” he’s pointing at a quiet bottleneck that could squeeze Tesla, Starlink, and AI data centers at the same time.

In this video, we break down the “Silver Kill-Switch” scenario:

Silver is up ~170% across 2025–2026, recently printing a nominal record near $96.60 and teasing $100.

China’s January 2026 export-licensing framework tightens the pipe on refined silver flow (reports often cite 60–70% of global refined processing capacity running through China).

Tesla’s exposure: estimates suggest ~30–50g of silver per EV (often higher than gas vehicles due to power electronics + high-current contacts).

The dislocation: reports of Shanghai physical premiums versus Western benchmarks, plus a market structure where paper claims can vastly outweigh deliverable metal.