COMEX IS BLEEDING: 82M Ounces Left, March Needs 425M — The Math Just BROKE (Banks Have 16 Days) скачать в хорошем качестве

COMEX IS BLEEDING: 82M Ounces Left, March Needs 425M — The Math Just BROKE (Banks Have 16 Days)

COMEX silver inventory just dropped to 82 million ounces while March open interest represents 425 million ounces in claims. With only 16 days until first notice day, the silver market faces a historic delivery imbalance that could redefine price discovery. In this report, we break down the COMEX warehouse data, March 2026 open interest numbers, delivery rates, and the accelerating vault drain that has analysts questioning whether the current silver futures structure can handle physical demand. January deliveries surged to 49 million ounces. February delivery rates hit 98%. Meanwhile, registered inventory continues falling at roughly 785,000 ounces per day. This video examines: • COMEX registered vs eligible silver inventory • March 2026 silver open interest exposure • Silver delivery rates in January and February 2026 • Backwardation and rising lease rates • Physical silver premiums vs paper silver pricing • Industrial silver demand (solar, EVs, AI infrastructure) • What happens on first notice day (February 27) • Possible outcomes if delivery exceeds available inventory Silver has been in structural supply deficit for multiple consecutive years. Industrial consumption continues expanding while visible exchange inventories trend lower. The question is not volatility — the question is whether the paper-to-physical ratio can remain stable under elevated delivery pressure. Watch closely as we analyze the data and explain what March delivery could mean for COMEX, paper silver, and global price discovery. #Silver #COMEX #preciousmetals Disclaimer: This content is for educational and informational purposes only. It is not financial, investment, or trading advice. All data and analysis presented are based on publicly available sources, including exchange warehouse reports and market statistics. While every effort is made to ensure accuracy, errors or misinterpretations can occur. Markets involve risk, and viewers should conduct their own research or consult a qualified financial professional before making any financial decisions.