"CHINA'S SILVER LOCKDOWN: BYD Secures 120M Oz While Ford, GM, VW Scramble (Western EV Crisis)"

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This is a resource war — and China just fired the shot that ends it.

On Friday, January 17th, 2026, I’m laying out the most explosive claim in the EV supply chain right now:

BYD allegedly secured 120 MILLION ounces of physical silver in one operation — the largest single automotive procurement in history — through a combination of Chinese refinery contracts, state-backed vault transfers, and direct mine deals in Peru and Mexico.

And while BYD got the metal…

Ford. GM. Volkswagen.
…went to the same refiners, offered premiums, escalated calls — and got DENIED.

Not by a supplier.

By China’s Ministry of Commerce through a new Critical Minerals Export Control Office.

That’s the moment this stopped being “price discovery” and became geopolitical control.

What this video breaks down (line-by-line)

✅ How China’s export licensing strategy turns refining into the choke point
✅ Why 43% of global refining capacity matters more than mine supply
✅ How BYD allegedly built a 3-year strategic silver stockpile (65M + 28M + 27M = 120M oz)
✅ The Western automaker trap: miss EV targets or pay any price for non-Chinese supply
✅ The real market split: COMEX ~$91 vs off-market $155–$175 for guaranteed delivery
✅ Why Shanghai pricing and export restrictions make “arbitrage” basically impossible
✅ The 3 outcomes for Ford/GM/VW: delay, redesign (18–36 months), or panic-bid the remaining supply

The core takeaway

This isn’t “silver is going up.”

This is silver being weaponized.

When a country controls the refining valve, it controls who gets to manufacture at scale — and who gets shut out.

BYD isn’t buying silver for 2026.

They’re buying a multi-year advantage — while Western automakers are forced into a bidding war for scraps.

Important disclaimer

This video discusses reported / sourced claims and scenario analysis. Treat it as informational, verify independently, and do your own research. This is not financial advice and I’m not a financial advisor.