China Just Blocked 70% of Global Silver Supply—Here's What Happens Next скачать в хорошем качестве

China Just Blocked 70% of Global Silver Supply—Here's What Happens Next

A policy change just severed the global silver supply chain—and most people have no idea it happened. On January 1st, China implemented new export controls on refined silver. This isn't a trade dispute. This is a strategic resource lockdown that affects 70% of the world's refined silver supply. In this breakdown, I walk through exactly what happened, why China made this move, and what it means for industrial supply chains that depend on silver: solar panels, electric vehicles, semiconductors, 5G infrastructure, and military technology. This isn't speculation. This is documented policy change—and the industrial stress signals are already showing up in physical markets across Asia. ⚠️ The critical timeline breakdown comes near the end—don't skip it. 🔍 What You'll Learn: The 44-company restriction that just changed global silver flows Why China classified silver as a strategic material (same category as rare earths) How this creates a multi-stage supply crisis over the next 12-24 months The physical premium gaps emerging in Tokyo, Seoul, and Dubai What happened the last time China restricted a critical material (rare earths, 2010) The three scenarios for how this unfolds—and which one is most likely 📊 Key Data Points Covered: China refines 65-70% of global silver supply Silver has been in deficit for 5 consecutive years Comex registered inventory down 70% since 2020 Physical premiums rising across Asian markets Industrial demand accelerating (solar, EV, semiconductors) This is not financial advice. This is a structural breakdown of what happens when the largest refining hub in the world restricts exports of a material with no substitute in critical applications. The moves that matter happen before the headlines. This is that moment. ⏱️ Timestamps: 0:00 - The Document That Changed Everything 2:34 - What China Just Restricted (And Why) 6:12 - The 70% Supply Problem 9:45 - How Industrial Supply Chains Are Reacting 14:20 - The Rare Earth Parallel (2010 Playbook) 18:50 - Three Scenarios: What Happens Next 24:15 - The Physical vs Paper Price Gap 28:40 - Why This Isn't Temporary 32:10 - The Timeline: When Stress Becomes Crisis 🔔 Subscribe for deep-dive analysis on silver, gold, and macro supply chain dynamics that shape commodity markets. 📌 Related Coverage: Comex inventory depletion analysis JP Morgan's 750M ounce position breakdown Physical vs paper silver market structure Global refining capacity constraints #silver #china #supplychain #silvermarket #commodities #exportban #industrialmetals #geopolitics #silversupply #silvercrisis #manufacturing #solarpanels #electricvehicles #semiconductors #macroeconomics #resourcenationalism #silverexports #physicalsilver #commoditymarkets #supplychaincrisis