Скачать или смотреть 8-HOUR CHINA INVESTIGATION — 93% of Silver Refiners Shut Out Western Buyers

China just flipped the switch on refined silver exports—and the ripple effect is bigger than most traders realize. Starting January 1, 2026, new export licensing rules tightened who can legally ship refined silver out of China, potentially removing a major source of supply for Western markets.

In this deep-dive investigation, we break down what actually changed, why the physical vs. paper pricing split is widening, and how a highly leveraged silver market can turn a “policy update” into a full-blown delivery stress test. We separate facts from interpretation, highlight the key risk points, and map out the signals we’re watching next—without the fluff.

This content is for educational purposes only. We manage risk—nothing here is financial advice.

Watch next: If physical premiums stay elevated and delivery demand rises into Q1, the market may be forced to reprice faster than most expect.



Chapters

00:00 — What happened (China’s export rules changed)
02:10 — The real issue: physical vs. paper silver
06:45 — How export licensing can “erase” supply overnight
12:30 — Why the East/West price gap matters
18:20 — The leverage problem (paper claims vs deliverable metal)
26:10 — Inventory signals that can’t be ignored
34:40 — What could trigger the next leg (Q1 delivery window)
43:15 — What to watch: premiums, inventories, settlement behavior
52:30 — Scenarios: reprice, rule-changes, or delivery stress
01:03:10 — Key takeaways + next-step signals to track

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#Silver #China #Commodities #Macro #PreciousMetals #MarketNews #SupplyChain #Investing #Futures #Geopolitics