Top 3 Mines SHUTTING DOWN: Silver Supply Crisis in 90 Days скачать в хорошем качестве

Top 3 Mines SHUTTING DOWN: Silver Supply Crisis in 90 Days

Top 3 Mines SHUTTING DOWN: Silver Supply Crisis in 90 Days Money Untold here. Three of the world’s largest silver mines just announced operational shutdowns. Combined annual output: 47 million ounces. That’s ~5% of global supply disappearing in the next 90 days… …on top of an existing 370+ million ounce structural deficit. This isn’t: Routine maintenance A short-term labor dispute It’s: Mexican nationalization & security collapse (Peñasquito) Peruvian court-ordered halt & uneconomic royalties (Antamina) Australian grade depletion & negative margins (Cannington) In this video, I break down: Mine #1 – Peñasquito (Mexico, Newmont) 23M oz/year at risk from nationalization push, permit revocations, and security breakdowns. 14 industrial customers hit with force majeure scrambling for new supply. Mine #2 – Antamina (Peru, BHP/Glencore/Teck/Mitsubishi) 14M oz/year halted by court order, community blockades, and new royalty regime that destroys profitability. Mine #3 – Cannington (Australia, South32) 10M oz/year going into care & maintenance in 90 days due to ore grade collapse and uneconomic all‑in costs. Then I connect the shutdowns to what’s already happening in physical markets: COMEX registered silver down 62% in 12 months LBMA unallocated silver ≈ 5 weeks of global demand India on pace to import ~550M oz this year Shanghai inventories falling, premiums rising Dealers and mints reporting shortages and sellouts Paper price is still being slammed. Physical reality is screaming crisis. This is not a “someday” problem. It’s unfolding now. Timestamps 0:00 — 3 major mines shutting down: 47M oz gone 0:45 — Paper silver drops while supply collapses 1:30 — Price dashboard: spot, Shanghai, GSR at 122:1 2:00 — Mine #1: Peñasquito (Mexico) – nationalization & security 5:30 — “I told you nationalization risk was coming” 6:00 — Mine #2: Antamina (Peru) – blockades & uneconomic royalties 9:30 — Risk warning: stackers vs leveraged traders 10:00 — Mid-roll CTA 10:30 — Mine #3: Cannington (Australia) – grade collapse & negative margins 14:00 — Evidence stack: COMEX, LBMA, India, Shanghai, dealers, mints 17:00 — Macro context: industrial demand & collapsing ore grades 19:30 — Geopolitics: Mexico, Peru, China refining, US scrambling 22:00 — 3 key takeaways: shutdowns, physical stress, strategic shift 24:00 — Open question: what happens in 90 days? + disclaimer 25:30 — Next video teaser: which miners survive / go bankrupt Disclaimer This video is for educational and informational purposes only. It is not financial, legal, or investment advice. All figures referenced are based on: Company announcements and production data Public exchange inventory reports (COMEX, LBMA, Shanghai) Trade and import statistics Industry and government publications Markets are volatile and risky. Always: Do your own research Verify data against primary sources Consult licensed professionals Make decisions based on your own circumstances and risk tolerance If you’re trading, manage leverage and risk tightly. If you’re stacking, understand your time horizon and thesis. Money Untold exists to surface the stories and data the mainstream won’t. What you do with that information is your responsibility. HASTAGS: #Silver #SilverShortage #SilverSupplyCrisis #PreciousMetals #Mining #COMEX #PhysicalSilver #IndustrialDemand #CriticalMinerals #Peñasquito #Antamina #Cannington #MacroInvesting #Geopolitics #MoneyUntold