ERIC YEUNG | CHINA vs. U.S. Geopolitics, Metals, Miners & War!

Description:
Dive deep into the escalating geopolitical battle between China and the US over critical minerals like silver and gold. In this exclusive interview on Metals and Miners, host Gary Bohm sits down with Hong Kong-based precious metals expert Eric Yeung (@KingKong9888
on X) to uncover the truths behind export controls, supply deficits, mining cycles, and the potential for resource wars. With China's silver export restrictions starting January 1, 2026, and US decoupling accelerating, Eric shares insights on investing in physical metals, miner stocks, and why this isn't like past crashes.

Sound Bites:
"If an individual doesn't own any physical gold and silver, it's never too late to start stacking."
"If you're afraid of buying at an interim top, you can always dollar-cost average over a period of time."
"The US is decoupling from China... China has been decreasing its net holdings of US Treasury bonds, notes and bills."
"China's export control starting January 1st, 2026 is a preemptive response to what they see the US is doing."
"They're smashing the prices of gold and silver right now... bullion banks are rinsing these paper longs."
"We are not in the same world that we were in 2011, 1980, or even 2021. It's a different world today."
"Why would the US drain its strategic silver reserves to be given to China at the artificially low price?"
"Silver mining producers are priced at like a $30 silver price right now... gold miners at sub $4,000 gold."
"Direct confrontation between major powers can potentially escalate to a nuclear war really quickly."
"If anybody wants to start stacking physical gold and silver, just dollar-cost average. That's the takeaway."

Key Takeaways:
Start Stacking Now: It's never too late to invest in physical gold and silver via dollar-cost averaging to avoid buying at peaks.
Geopolitical Decoupling: China is reducing US Treasury holdings and buying gold, while the US may restrict critical mineral exports from Latin America.
Silver Export Controls: China's January 1, 2026, restrictions are a response to potential US seizures, tightening global supply deficits.
Price Smashes Explained: Recent drops in gold/silver prices are manipulations rinsing paper traders, but fundamentals (demand from AI, robotics, electrification) point to higher prices.
Mining Cycle: Miners are undervalued; expect rallies if prices stabilize above key levels, but oil under $100 won't hurt margins.
Supply Crunch Risks: Underinvestment in mining for 20 years means massive capex needed; proxy wars likely over direct conflict to avoid nuclear escalation.
Arbitrage Opportunity: Shanghai prices ($83) vs. West ($72) show East draining Western vaults, potentially leading to US export halts.
Bank Positions: US banks are less short on silver; controlled demolitions via Fed liquidity may prevent blowups.
Oil and Inflation: Electrification could keep oil below $100, benefiting miners amid Fed printing.
Prediction for 2026: Watch LBMA/COMEX drains; higher commodity prices inevitable in a bifurcated world.

Timestamps:
00:02 - Intro
03:23 - Geopolitical battle: US-China decoupling and critical minerals.
05:31 - US debt maturing in 2026.
07:31 - Expecting more confiscations of critical minerals.
09:34 - Venezuela as a weak point for US interceptions.
11:50 - Current price smashes in gold and silver.
14:20 - Conditions for a 2011-like situation.
16:31 - Why this isn't like 2021; ETF and COMEX silver shipping.
18:51 - No silver return due to export controls.
19:29 - Past infrastructure booms added silver supply; not today.
24:33 - Draining Western vaults.
26:15 - Can't print metals; strategic reserves.
27:40 - JP Morgan covering shorts; other banks still short.
32:04 - Moving to miners and oil impact.
35:37 - Dip could incentivize fund managers.
38:11 - Global growth not like 2000s.
41:42 - Deepening tensions; avoiding war.
45:45 - Predictions for 2026.
48:23 - Final takeaway

Follow Eric Yeung:
X: https://www.x.com/@KingKong9888

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Substack: https://www.metalsandminers.substack.com
Website: https://www.metalsandminers.com
X: https://www.x.com/@GaryBohm5

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