“Sold Out, No Bid”: The Silver Market just Broke | Silver Hit ATH! скачать в хорошем качестве

“Sold Out, No Bid”: The Silver Market just Broke | Silver Hit ATH!

On January 22, 2026, silver broke its all-time high, surging to $96.60 per ounce and eclipsing a record that stood for more than four decades. But while the price was printing new highs, something far more alarming was happening beneath the surface. Physical silver effectively vanished. Quotes still existed — but real metal could not be sourced. This wasn’t a rally driven by speculation. It was a structural failure. Silver is unlike most assets. Roughly 60% of annual production is consumed by industry — solar panels, electric vehicles, electronics, AI data centers. Once used, that silver is gone. It doesn’t sit in vaults like gold. For six consecutive years, the world has consumed more silver than it produced, creating a cumulative deficit measured in hundreds of millions of ounces. Supply cannot respond quickly because most silver is mined as a byproduct, not from primary silver mines. The physical stress is now undeniable. In just seven days in January, over 33 million ounces were withdrawn from COMEX registered inventories — nearly a quarter of all deliverable metal gone in a week. Lease rates spiked from near zero to multi-year highs, signaling desperation for immediate delivery. Meanwhile, refiners and dealers across Asia reported near-zero availability, and some silver ETFs were forced to halt new inflows because they couldn’t source metal. China’s decision to restrict silver exports poured fuel on an already raging fire. By reclassifying silver as a strategic material, Beijing effectively removed a major refining and export channel from the global system. Arbitrage broke down. Prices diverged across regions. The paper market continued trading while the physical market seized. That divergence is the hallmark of a market no longer functioning. Welcome to @financeeconomistt, where structural breakdowns, real-world shortages, and market failures are decoded before the headlines catch up. ⚠️ DISCLAIMER This video is for educational and informational purposes only and does not constitute financial or investment advice. Commodity markets can be extremely volatile, and physical shortages may create dislocations. Always conduct your own research or consult a licensed financial professional before making investment decisions.