Скачать или смотреть 48 HOURS LEFT: China Activates Silver Export Ban (Jan 1st Lockdown)

The global silver market just broke — and almost no one is talking about it.

On December 31, 2025, physical silver in Shanghai traded at $90.52 per ounce while COMEX silver in New York closed at $72.33. That’s an $18.19 gap — a 25% premium that should not exist in a functioning global market. Arbitrage didn’t close it. Liquidity didn’t fix it. Paper contracts didn’t matter.

Because this isn’t a pricing anomaly.

This is the moment the global silver market fractured into two realities.

In less than 48 hours, China’s new export licensing regime goes live — a policy shift that quietly hands Beijing control over 60–70% of the world’s refined silver supply. For decades, Western markets assumed Chinese silver would always flow freely into global supply chains. That assumption just died.

This video explains why silver is no longer just a commodity, how China’s control over refining — not mining — gives it unprecedented leverage over electric vehicles, solar panels, smartphones, and data centers, and why futures prices no longer reflect physical reality.

We break down:
• Why arbitrage failed for an entire week
• How China consolidated silver exports into just 44 approved companies
• Why EVs, solar panels, and electronics cannot function without silver
• What the Shanghai premium is really signaling
• Why COMEX prices reflect paper liquidity — not physical supply
• How this mirrors (and surpasses) past commodity shocks
• Why this marks the start of the Physical Reality Era in commodities

This is not speculation.
This is not hype.
This is supply chain math colliding with geopolitics.

When nations control materials instead of markets, financial leverage stops working. And when trillion-dollar industries need metal that paper contracts can’t deliver, the entire system changes.

This video documents that shift — in real time.


Disclaimer:
The content on this channel is for educational and informational purposes only. It does not constitute financial, investment, or legal advice. Markets involve risk, and viewers should do their own research or consult a qualified professional before making any financial decisions.