Silver Inventory Crisis? Shanghai Reopens as China Pays $93/Oz + LBMA Lease Rates Spike скачать в хорошем качестве

Silver Inventory Crisis? Shanghai Reopens as China Pays $93/Oz + LBMA Lease Rates Spike

Silver is sending signals most traders are missing. COMEX registered silver is stuck near 88.19M oz with no fresh metal flowing into the deliverable pool, while total inventories continue to bleed. At the same time, March open interest sits around 222M oz—creating a massive gap between “paper claims” and what can actually be delivered if demand spikes into settlement. Here’s the twist: China was largely offline for Lunar New Year, yet silver still surged and gold held above key levels. Now Shanghai is about to reopen—and physical bids inside China have reportedly reached the equivalent of $93/oz from a major Shenzhen recycler, with Shanghai spot already running above Western futures. If that spread tightens fast, the physical vs paper disconnect could get loud. We also cover the broader structural deficit (multiple years running), why roll pace matters, what LBMA lease-rate stress can reveal about real-world availability, and how sentiment flips are engineered during sharp drops. This video is for educational purposes only, not financial advice. Verify the data: COMEX vault reports, Shanghai exchange pricing, and LBMA lease-rate history.