"CHINA'S SILVER LOCKDOWN: BYD Secures 120M Oz While Ford, GM, VW Scramble (Western EV Crisis)" скачать в хорошем качестве

"CHINA'S SILVER LOCKDOWN: BYD Secures 120M Oz While Ford, GM, VW Scramble (Western EV Crisis)"

Silver Insider Toolkit - https://asianguy.gumroad.com/l/riweh This is a resource war — and China just fired the shot that ends it. On Friday, January 17th, 2026, I’m laying out the most explosive claim in the EV supply chain right now: BYD allegedly secured 120 MILLION ounces of physical silver in one operation — the largest single automotive procurement in history — through a combination of Chinese refinery contracts, state-backed vault transfers, and direct mine deals in Peru and Mexico. And while BYD got the metal… Ford. GM. Volkswagen. …went to the same refiners, offered premiums, escalated calls — and got DENIED. Not by a supplier. By China’s Ministry of Commerce through a new Critical Minerals Export Control Office. That’s the moment this stopped being “price discovery” and became geopolitical control. What this video breaks down (line-by-line) ✅ How China’s export licensing strategy turns refining into the choke point ✅ Why 43% of global refining capacity matters more than mine supply ✅ How BYD allegedly built a 3-year strategic silver stockpile (65M + 28M + 27M = 120M oz) ✅ The Western automaker trap: miss EV targets or pay any price for non-Chinese supply ✅ The real market split: COMEX ~$91 vs off-market $155–$175 for guaranteed delivery ✅ Why Shanghai pricing and export restrictions make “arbitrage” basically impossible ✅ The 3 outcomes for Ford/GM/VW: delay, redesign (18–36 months), or panic-bid the remaining supply The core takeaway This isn’t “silver is going up.” This is silver being weaponized. When a country controls the refining valve, it controls who gets to manufacture at scale — and who gets shut out. BYD isn’t buying silver for 2026. They’re buying a multi-year advantage — while Western automakers are forced into a bidding war for scraps. Important disclaimer This video discusses reported / sourced claims and scenario analysis. Treat it as informational, verify independently, and do your own research. This is not financial advice and I’m not a financial advisor.