Скачать или смотреть The COMEX Won’t Default… But THIS Could Shock the Silver Market!

The COMEX Won’t Default… But THIS Could Shock the Silver Market!
Andrew Lane is a market commentator focused on precious metals structure, derivatives exposure, and the growing divergence between paper pricing and physical ownership. His analysis centers on COMEX inventory mechanics, rehypothecation risk, delivery stress, and the long-term implications of structural silver deficits. In this video, we break down his thesis on why a COMEX default may not happen — but why physical silver demand could still reshape global price discovery.

Silver markets are entering a critical phase. With over 400 million ounces of March open interest against roughly 100 million ounces of registered silver, the leverage inside the COMEX system is extreme. January alone saw nearly 50 million ounces leave COMEX vaults, followed by massive February delivery requests. Physical demand is accelerating while paper contracts continue to dominate price discovery.

We examine:
• Why force majeure is unlikely under contract law
• The difference between default and cash settlement
• Eligible vs registered silver explained
• Rehypothecation risk inside the vault system
• China’s growing influence on physical pricing
• Shanghai premiums vs Western paper markets
• The impact of margin hikes and Rule 7
• The structural silver deficit entering its sixth year
• Why 350–400 paper ounces exist for every physical ounce
• What happens if even 20% stand for delivery

Is a COMEX collapse imminent? Or will the exchange simply cash settle contracts and maintain the derivatives structure? More importantly — is the physical market quietly taking control?

Right now, you cannot buy physical silver anywhere near spot. Premiums remain elevated. Institutions are moving directly to miners. The divergence between paper silver and physical silver is widening. If this trend continues, price discovery could shift away from derivatives toward tangible ownership.

This video analyzes the mechanics, the risks, the probabilities, and what it could mean for silver investors, stackers, and global markets heading into the March futures notice period.

#SilverMarket
#COMEX
#PhysicalSilver

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