China Just Triggered The "1873 Pattern": Why Silver Is Vanishing From The Market

Something unprecedented is happening in the silver market right now. In this educational video, we examine the historical parallels between China's 2025 silver export restrictions and the infamous "Crime of 1873" - a legislative event that triggered one of the longest economic contractions in American history.

Silver has surged over 140% in 2025, reaching $72 per ounce. Gold crossed $4,500. Both metals are experiencing their strongest annual performance since 1979. But what's driving these moves? And why are analysts drawing comparisons to events from 150 years ago?

What You'll Learn In This Video:
We break down the Coinage Act of 1873, which quietly demonetized silver and led to the Panic of 1873 - a financial crisis lasting 65 months. We then examine how China's upcoming export restrictions, taking effect January 1, 2026, create similar supply disruption dynamics in modern markets.

This analysis covers the structural silver supply deficit, now in its fifth consecutive year according to the Silver Institute. We explore why approximately 75-80% of silver production comes as a byproduct of other mining operations, making supply uniquely inelastic compared to other commodities.

We examine industrial demand drivers including solar photovoltaics, electric vehicles, and AI data center infrastructure. The Silver Institute reports industrial demand reached 680.5 million ounces in 2024 - a record for the fourth straight year.

Educational Purpose:
This video provides historical context and market education about precious metals dynamics. We present publicly available data from sources including the Silver Institute, Trading Economics, the International Energy Agency, and historical records from the US Mint regarding the 1873 Coinage Act.

Our goal is to help viewers understand how supply constraints, industrial demand growth, and policy changes interact in commodity markets. By examining historical precedents, viewers can develop a framework for analyzing current market conditions.

Topics Covered:
The Crime of 1873 and its economic consequences
China's role in global silver refining and processing
Solar panel and EV silver consumption trends
Gold-silver ratio historical analysis
Supply deficit data and inventory depletion
How commodity markets respond to supply shocks

Important Context:
The information presented represents analysis of publicly available market data and historical events. Silver and gold markets are volatile and subject to rapid changes based on economic conditions, policy decisions, and investor sentiment. Market conditions discussed may change significantly after this video's publication.

DISCLAIMER: The content in this video is for educational and informational purposes only. Nothing in this video constitutes financial, legal, or tax advice. I am not a financial advisor, attorney, or tax professional. All opinions expressed are my own based on historical research and publicly available information. You should conduct your own research and consult with licensed professionals before making any financial decisions. Historical patterns do not guarantee future outcomes.

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