Скачать или смотреть ₹90,000 to ₹230,000: India Just Broke the Silver Market.

The price of silver in India just went vertical. The West is next?
Did India just break the global silver market? In January 2025, silver was trading at ₹90,000/kg. By January 2026, it hit ₹254,000/kg. We dug into the latest report from Motilal Oswal (Jan 12, 2026), and the data confirms this isn't a bubble—it's a "Structural Repricing" driven by the Green Energy transition.


In this urgent update, we break down the historic price explosion happening in India right now. Silver has rocketed from ₹90,000 to over ₹230,000 per kilo in just one year. While Western investors were selling, Indian households were buying every dip—and they might have just accidentally triggered the biggest short squeeze in history.

The market has shifted from "Jewelry" to "Strategic Industry." Here is the breakdown of the "India Breakout" driving prices to historic highs:

The Rally: Silver delivered a 170% return in 2025, outperforming gold, stocks, and Bitcoin.

The "Solar" Shock: Demand from the Solar Photovoltaic sector has more than doubled, from 94 Million oz in 2020 to 243 Million oz today. India's push for 500GW of renewable energy is sucking physical metal out of the market.

The New Target: Major brokerage Motilal Oswal just raised their 2026 target to ₹320,000/kg, citing a 5th consecutive year of supply deficits.

The "China" Catalyst: China's new "Export Licensing" system (effective Jan 1, 2026) has restricted global supply, forcing Indian importers to pay premium prices to secure metal.

The Deficit: Global mine output is flat at ~830M oz, while demand has crossed 1.2 Billion oz. The math simply doesn't work without higher prices.

When you add up these flows, India is no longer just a "price taker"; it is the "price maker."

Why does this matter? Because the average investor still thinks silver is for anklets and silverware. They missed the move from 90k to 230k because they ignored the industrial reality. If Motilal's ₹3.2 Lakh prediction holds, we are still early in the "Supercycle."

In this video, we breakdown:

The "Rally" Chart: Visualizing the vertical move from ₹90k to ₹250k on the MCX.
The "Solar" Math: How much silver goes into a single solar panel and why manufacturers cannot thrift it out.
The "Forecast" Pivot: Analyzing the specific drivers behind the ₹320,000 price target.
The Catalyst: How China's export clamp on Jan 1st caused a supply air pocket.
The Reaction: Why Indian policy makers are panic-negotiating FTAs with Peru and Chile to bypass the London market.
The "Stree Dhan" Effect: Why this silver is never coming back to the market (Sticky Supply).
The Arbitrage: How the massive price gap is draining Western vaults to feed Eastern demand.

Disclaimer: This video is for entertainment and educational purposes only. It is not financial advice. I am not a financial advisor. All investment strategies and investments involve risk of loss. Nothing contained in this video should be construed as investment advice. Past performance is not indicative of future results. Please do your own due diligence. Note: This content is produced with the help of AI tools.

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