TESLA vs SAMSUNG: 85M OZ SILVER BATTLE (Why $120 Is Next)
Автор: The Exposure Index
Загружено: 2026-01-16
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TESLA vs SAMSUNG: 85M OZ SILVER BATTLE (Why $120 Is Next). What if the next “silver squeeze” doesn’t come from retail traders… but from technology giants fighting for physical supply?
In this episode, we break down the market chatter around a Tesla vs Samsung procurement battle for massive silver volumes (often cited as ~85 million ounces) and why—even if the exact figure is debated—the mechanism matters: when industrial buyers treat silver like a strategic input, the market stops behaving like a normal commodity.
We cover:
Why silver has become a critical bottleneck for EV power electronics, advanced batteries, solar, and AI/data center infrastructure
How China’s tightening export/licensing environment can amplify physical premiums and “two-price” behavior (paper vs access)
Why a multi-year deficit narrative + rising industrial demand can make $120 silver feel less like hype and more like a potential clearing level
What “paper price vs physical price” really means for investors, manufacturers, and miners
The signals to watch next: premiums, delivery timelines, inventory behavior, and spreads between hubs
Comment below: Do you think this is a real “silver supply war” starting—or just noise?
Type one word: WAR or NOISE.
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Disclaimer: This content is for educational and informational purposes only and does not constitute financial, investment, or trading advice. References to specific companies and figures may reflect public market discussion or hypotheses and should not be treated as confirmed facts. Do your own research and consult a qualified professional before making investment decisions.
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