China’s Silver Spike: $128 Pricing Signals a Major Premium Over U.S. Silver скачать в хорошем качестве

China’s Silver Spike: $128 Pricing Signals a Major Premium Over U.S. Silver

Silver didn't just rally—it fractured. While U.S. futures hover near $111, physical silver in China just printed close to $128 per ounce. That's not a premium. That's a pricing split. And nearly a million ounces just walked out of Comex warehouses in a single day. In this breakdown, we unpack what's actually happening beneath the headlines: how physical premiums detach before prices follow, why inventories don't fall smoothly—they cliff, and what it means when paper markets keep pricing abundance while physical buyers are bidding like metal doesn't exist. You'll learn the two core mechanisms that repeat across every commodity squeeze, the five signals to track this week, and how to recognize structural stress before it becomes a crisis. This isn't about predicting tops or calling rallies. It's about pattern recognition. The same dynamics playing out in silver today have shown up in palladium, nickel, cobalt, and will show up again. If you're stacking metals, trading futures, or watching commodities, this is the framework you need to see stress early—not read about it in headlines after the move is done. Watch, then drop a comment: Are you tracking physical markets or paper markets right now? What signal caught your attention this week? Chapters: 00:00 — Silver didn't spike. It split in two. 01:30 — The premium gap: China at $128, futures at $111 03:45 — Why premiums widen (and what that really means) 06:20 — The Physical Override: when delivery beats price discovery 10:15 — The Warehouse Drain Spiral: how inventories cliff, not fall 13:50 — Three groups in this market (one is about to get hurt) 15:40 — The cliffhanger: it's not about price, it's about who gets metal 16:50 — Three paths from here: normalization, stress, or break 18:30 — The watchlist: 5 signals to track this week 21:45 — Final word: price is the echo, supply stress is the sound #Silver #CommodityMarkets #PhysicalSilver #PaperVsPhysical #ComexInventory #ShanghaiPremium #SilverSqueeze #MarketStructure #SupplyChains #PreciousMetals #TradingEducation #MarketMechanisms #Investing #MacroTrends #CommodityTrading