Скачать или смотреть China’s Silver Export Lockdown: How January 1st, 2026 Fractured the Global Silver Market

China’s Silver Export Lockdown: How January 1st, 2026 Fractured the Global Silver Market


This analysis examines the events surrounding the January 1st, 2026 disruption in the global silver market following China’s implementation of export licensing requirements. It explores the structural vulnerabilities of the silver supply chain, the imbalance between paper and physical markets, and the resulting risks to industrial production, financial stability, and geopolitical relations. The focus is on refined silver dependency, derivative market exposure, and the broader implications for energy, defense, and global trade systems.


Reference Links

Shanghai Gold Exchange (SGE) – Physical Metals Data
https://www.sge.com.cn

U.S. Geological Survey (USGS) – Silver Production & Supply Reports
https://www.usgs.gov/centers/nmic/silver-s...

International Energy Agency (IEA) – Solar & Renewable Materials Demand
https://www.iea.org

CME Group – Silver Futures & Inventory Data
https://www.cmegroup.com/markets/metals/pr...

World Silver Survey (by Metals Focus / Silver Institute)
https://www.silverinstitute.org

U.S. Department of Defense – Strategic Materials & Supply Chain Reports
https://www.businessdefense.gov

Disclaimer

This content is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or trading advice. The views expressed are based on publicly available data, market analysis, and historical trends, and may involve forward-looking statements subject to uncertainty. Readers should conduct their own research and consult qualified professionals before making any financial or business decisions. The author assumes no responsibility for actions taken based on this material.

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