🚨 China Just Cut Off Most SILVER Exports — Supply Shock Incoming

On November 7th, 2025, China quietly changed the global silver market.

Buried inside Document Number 68 from China’s Ministry of Commerce is a single clause that could trigger the largest silver supply shock in modern history. Starting January 1st, 2026, China will impose state-controlled export licensing for silver, requiring exporters to produce at least 80 metric tons annually just to qualify.

This isn’t a ban.
It’s something far more powerful.

China just built a gate — and only state-approved giants are allowed through.

In this video, I break down exactly how China’s 80-ton silver export threshold works, why it eliminates most Chinese silver exporters overnight, and how it could remove over 100–150 million ounces of silver per year from global markets.

China produces roughly 13% of the world’s silver, but that’s not the real issue. China controls the refining, processing, and industrial consumption of silver — especially for solar panels, EVs, electronics, 5G, and green energy infrastructure. And domestic demand inside China already consumes over 50% of global industrial silver usage.

Shanghai Futures Exchange silver inventories just hit 10-year lows.
COMEX and LBMA inventories are already under stress.
Lease rates are spiking.
Physical premiums are widening.

This policy doesn’t just tighten supply — it weaponizes it.

In this analysis, you’ll learn:

Why the 80-ton production threshold was chosen deliberately
How China is forcing small silver producers to sell to state giants
Why global silver exports from China could fall 50% or more
How this compounds an already massive structural silver deficit
Why COMEX and paper silver markets are vulnerable to a physical break
How this mirrors China’s past moves on gallium, germanium, and tungsten
Who wins and who loses as physical silver disappears from global supply

This isn’t speculation.
This is economic statecraft.

China doesn’t need silver export revenue. Silver exports are a rounding error compared to China’s $3.5 trillion export economy. What China needs is physical silver — and control over who gets it.

When industrial buyers can’t source metal...
When delivery times stretch from weeks to months...
When physical silver trades far above paper prices...
Paper markets lose credibility.

This is how supply control breaks price discovery — not overnight, but suddenly.

If you think this is just about export licenses, you’re missing the bigger picture. This move fits into a much larger global strategy that includes refining bottlenecks, by-product mining constraints, exchange leverage, and massive hidden silver accumulation.

And once the flow of Chinese silver truly slows, the consequences won’t be theoretical. They’ll show up in prices, premiums, shortages, and forced policy responses.

The date is set.
January 1st, 2026.

The silver supply crunch isn’t coming.
It’s already accelerating.

If you want to understand how this connects to the paper silver system, COMEX leverage, and why physical silver ultimately sets the real price, watch my next deep dive:
“Who REALLY Controls the World’s Silver?”
Video Link :-    • Who REALLY Controls the World’s Silver? | ...  

Chapters:
0:00 - China’s Hidden Silver Export Rule (Document 68)
0:15 - The 80-Ton Threshold That Changes Everything
0:44 - Why This Isn’t a Ban — It’s a Gate
1:28 - China’s Control Over Global Silver Flow
1:49 - Why Shanghai Inventories Are at 10-Year Lows
2:16 - How the 80-Ton Rule Eliminates Small Exporters
3:06 - Why China Needs Silver More Than Export Revenue
4:21 - China’s Silver Exports Get Choked Off in 2026
5:26 - The Global Silver Deficit Turns Critical
6:31 - When Physical Silver Breaks the Paper Market
7:01 - 1980 vs 2025: Why This Shortage Is Different
8:23 - Silver as a Geopolitical Weapon
10:00 - China’s Silent Silver Accumulation Strategy
11:23 - Winners and Losers of the Silver Supply Shock
13:48 - Timeline to a Global Silver Crisis
20:39 - Final Warning: The Silver Gate Is Closing

⚠️DISCLAIMER:
This video is for educational and informational purposes only. It presents historical analysis, opinions, and interpretations based on publicly available sources. It is not financial advice, political advice, or a prediction of future events.
All historical comparisons and references to modern countries or governments are theoretical and should not be interpreted as claims, certainties, or endorsements.
Viewers are encouraged to research independently and draw their own conclusions.