Скачать или смотреть LIVE BANK WAR- Deutsche Forced to Deliver 3 M oz, JPM Grabs 80 % – Retail Eagles Gone

1. 17 Million Ounces in 48 Hours: The Silver Market Just Entered a Bank-on-Bank War
2. CME Delivery Shock: How the Banks Triggered a Physical Silver Run in the First Days of 2026
3. The Silver Vaults Are Bleeding: Inside the Largest Physical Grab Since 1980
4. Paper Is Finished: Banks Turn on Each Other as Physical Silver Vanishes
5. From Suppression to Cannibalization: The Day Silver Broke Free



What we are witnessing in the silver market right now is not speculation, not hype, and not a routine futures anomaly. It is a historical event unfolding in real time. Data pulled directly from CME delivery reports confirms that the first 48 hours of 2026 have triggered one of the most aggressive physical silver grabs since 1980. This is not paper trading. This is metal being ripped out of the system.

In just two trading sessions, 3,446 silver contracts stood for delivery. That equals over 17 million ounces of physical silver demanded almost instantly. To put that into perspective, global silver mines produce roughly 800 million ounces per year. In two days, over 2 percent of annual global production was forced out of exchange vaults before most traders even returned from holiday break. That is not normal market behavior. That is a run on the vault.

The timing matters. January 2nd is the first day China’s silver export restrictions officially went live. Supply from the East was cut off overnight, and the largest institutions in New York reacted immediately. They did not hedge. They did not wait. They smashed the delivery button. This was a coordinated bank-on-bank raid, not industrial demand, not retail speculation.

The most disturbing signal is not just the volume, but the intent. This was not banks passing metal back and forth to maintain liquidity. The issuer and stopper data shows silver moving in a straight line out of one institution and disappearing from the registered system. Millions of ounces were removed from available inventory and effectively buried. That is what happens when trust breaks inside the cartel.

At the same time, the retail market collapsed. Major bullion dealers went dark within hours. American Silver Eagles vanished. Backorders were shut down. Premiums exploded. While the paper spot price hovered in the low 70s, physical silver jumped toward $90 per ounce. This is the real price discovery mechanism asserting itself. If silver cannot be sourced, price becomes irrelevant.

Vault data confirms the damage. COMEX registered inventory dropped to critically low levels after a multi-million-ounce withdrawal in a single day. Shanghai followed immediately, losing over 46 metric tons in one session. Combined, global exchanges are bleeding silver faster than mines can replace it. The math no longer works. The buffer is gone.

This is not a banking solvency crisis. JPMorgan did not raid the market because they were weak. They raided it because silver is finite. Dollars are not. The cost was trivial to them, but the signal was enormous. They are converting paper into metal before repricing makes that impossible.

This marks a regime change. The paper market has lost control. The physical market is now dictating reality. Possession has replaced price. Availability has replaced charts.

This video breaks down the delivery data, the vault drain, the retail blackout, and what this means going forward. Do not watch the ticker. Watch the inventory. The silver war has begun.