🚨 COMEX Vault EMERGENCY: 47M oz Claimed in 4 Days — Default Next?! скачать в хорошем качестве

🚨 COMEX Vault EMERGENCY: 47M oz Claimed in 4 Days — Default Next?!

December 2025: in just four trading days, over 47.6 million ounces of physical silver were demanded from COMEX vaults. That’s more than 60% of all registered silver—gone in less than a week. This isn’t volatility. This isn’t a squeeze. This is a structural failure inside the global silver market, and almost no one is watching it happen. In today’s video, I break down exactly what’s unfolding inside COMEX vaults, why this isn’t like any delivery surge in the last 40 years, and what the numbers say about the real risk of a COMEX default as early as Q1 2026. If you're trying to understand the silver supply crisis, the physical vs paper silver disconnect, or the future of precious metals markets, this is the most important update you’ll see this year. What You’ll Learn in This Video? 1. The COMEX Vault Emergency — Explained Simply: How COMEX futures work Eligible vs Registered silver Why physical delivery matters more than price moves Why registered silver has been collapsing since 2021 2. The Shocking December Drain Rate: 7,330 contracts demanding delivery in four days Why this equals half of all registered silver How long COMEX inventory can last at current drain speeds 3. Global Silver Inventories Are Collapsing: Shanghai’s largest silver outflow in history London’s 8-week delivery delays Multi-year lows in global vaults Why industrial buyers are now competing directly with investors 4. The Math That Points to a Potential Default 9.5:1 paper-to-physical ratio What happens if just 5–10% of contracts demand physical silver Why replenishment can’t keep up with delivery requests 5. The Real Reason Physical Silver Is Vanishing Record-high industrial demand from solar, EVs, semiconductors, AI data centers Four consecutive years of global supply deficits Nations hoarding silver ahead of 2026 export restrictions 6. What Happens If COMEX Runs Out of Silver? Cash settlement risk Two-tier silver pricing (paper vs physical) Market rationing and delivery delays Loss of confidence in futures markets 7. The Critical Timeline (Next 60–90 Days) Why January-March 2026 may determine whether COMEX survives or whether silver enters a new global pricing regime where physical metal trades at a steep premium to paper. Why This Matters? (Even If You Don’t Trade Silver) A breakdown in the silver market impacts: Gold and precious metals Industrial production (solar, EVs, electronics) Commodity price discovery Global supply chains The U.S. dollar’s credibility When physical demand overwhelms paper supply, entire markets reprice, and not gradually. Watch my full documentary: The Empire Killed by Silver — Spain’s $10 Trillion Mistake A deep dive into how the most powerful empire in history collapsed under the weight of a misunderstood metal. Chapters: 0:00 - Emergency: 47.6M Ounces Claimed in 4 Days 0:20 - What I’ll Show You (Why This Matters) 0:50 - How COMEX Futures Actually Work 1:52 - Eligible vs Registered Silver — The Critical Difference 2:58 - Registered Inventory Collapse (2021 → 2024) 3:02 - December Delivery Surge: 7,330 Contracts in 4 Days 3:36 - Putting December in Perspective (2023 vs 2025) 4:07 - Global Vaults Draining: Shanghai, London & COMEX 4:54 - Inflows vs Outflows: The March 2025 Replenishment 5:35 - Why Replenishment Can’t Keep Up & LBMA Delays 6:27 - Paper vs Physical: The Math (9.5:1 Ratio) 7:43 - Drain Rate Scenarios - When Inventory Hits Zero 8:56 - Demand Drivers: Solar, EVs, Semiconductors & AI 10:12 - Supply Deficits, ETF Inflows & ETF Pressure 12:24 - Geopolitics, Hoarding & The Perfect Storm 15:47 - If COMEX Runs Out: Cash Settlement, Sourcing, Rationing 16:48 - Timeline: Why Jan-Mar 2026 Is Critical 18:08 - What This Means for Holders, Traders & Premiums 19:38 - Paper Silver Counterparty Risk & Trading Risks 21:00 - Historical Lessons: The Hunt Brothers & 1980 22:16 - Gold Example (March 2020) - What Rescue Looked Like 23:13 - Current Verdict: System Breaking (Not Broken… Yet) 24:05 - Historical Perspective: Spain & “The Empire Killed by Silver” 24:54 - Final Takeaway DISCLAIMER This video is for educational and informational purposes only. It presents historical analysis, opinions, and interpretations based on publicly available sources. It is not financial advice, political advice, or a prediction of future events. All historical comparisons and references to modern countries or governments are theoretical and should not be interpreted as claims, certainties, or endorsements. Viewers are encouraged to research independently and draw their own conclusions.