Скачать или смотреть China’s Silver Export Rules: How One Policy Could Choke Global Tech in 2026

Silver prices aren’t just rising — they’re reacting to a structural shock.
On January 1, 2026, China will introduce a new silver export licensing system, transforming silver from a freely traded industrial metal into a permission-based strategic resource.

This video explains why the real shortage ahead may not be silver itself, but the license required to export it.

We break down the deeper mechanics behind this shift:
• Why silver refining — not mining — is the true chokepoint in global supply chains
• How China’s dominance in high-grade silver processing gives it leverage over global technology manufacturing
• Why existing inventories may offer a false sense of security
• How EVs, electronics, solar panels, and defense systems depend on silver in ways that are nearly impossible to replace
• Why this policy represents supply-chain weaponization rather than simple trade regulation

This isn’t a price forecast. It’s an examination of who controls the materials that build the future.

As silver enters an era of conditional flow, markets, manufacturers, and governments may be forced into difficult negotiations. The real question isn’t whether silver prices will rise — it’s what the world will be willing to concede to keep the valve open.

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💬 Comment below: If silver becomes a strategic weapon, who wins — and who loses?