Скачать или смотреть The Silver Spread No One Can Close: How Physical Demand Is Breaking Price Control

The global silver market is changing — and most investors are still watching the wrong price.

For decades, New York and London have dominated silver price discovery through futures markets. But today, physical silver is increasingly clearing at higher prices in Asia, especially in China. This video breaks down why the Shanghai market is no longer just following Western prices — and how structural stress, delivery constraints, and industrial demand are quietly shifting where the real silver price is formed.

This is not about hype, manipulation claims, or short-term price predictions. It’s about market plumbing — how silver is actually settled, delivered, and consumed when paper liquidity and physical availability diverge.

Inside this report:
• Why COMEX silver prices no longer reflect physical clearing conditions
• How Shanghai’s delivery-based system exposes supply stress
• Why industrial demand in China changes price behavior globally
• What persistent silver premiums really signal
• Why arbitrage is failing — and what that means for price control
• What can no longer happen in the silver market structure

If you follow silver, commodities, inflation hedges, or global macro trends, this is the shift you can’t afford to ignore.

References & Data Sources

• CME Group — COMEX Silver Futures Contract Specifications and Delivery Data
• Shanghai Futures Exchange (SHFE) — Silver Contract Rules and Warehouse Warrant System
• Shanghai Gold Exchange (SGE) — Physical Settlement Framework
• World Silver Survey (Silver Institute) — Global Supply & Industrial Demand Data
• International Energy Agency (IEA) — Solar & Electrification Silver Usage
• LBMA — Precious Metals Clearing and Market Structure Reports
• U.S. Geological Survey (USGS) — Silver Production and Flow Data
• BIS Quarterly Reviews — Commodity Market Liquidity & Settlement Stress
• IMF Working Papers — Capital Controls and Commodity Pricing Fragmentation

(All analysis is based on publicly available data and historical market structure behavior.)

Timestamps

00:00 — Stop Watching the COMEX Silver Price
00:42 — Why the Silver Price You See Is Misleading
01:38 — Paper Silver vs Physical Silver Explained
02:41 — The Shanghai Silver Premium Breakdown
03:54 — Why Arbitrage Is Failing in Silver
05:02 — How Physical Delivery Changes Price Discovery
06:18 — Industrial Silver Demand and China’s Role
07:31 — Stress Inside COMEX and Bullion Banks
08:44 — Why This Silver Spread Doesn’t Self-Correct
09:53 — What Can No Longer Happen in the Silver Market
11:05 — The Signal You Must Watch Next


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Disclaimer

This video uses an AI-generated avatar. The information presented is based on publicly available data, market research, and referenced sources, and reflects analysis made to the best of my knowledge. This content is for educational and informational purposes only and does not constitute financial advice.