IT'S OVER: China BANS Silver Exports at $91 (60% of London Supply LOCKED in SLV)

China has officially moved to control silver exports as prices approach $80 — and it’s colliding with an already tight physical market.
This video breaks down what China’s new silver export framework really means, why London supply is increasingly locked inside ETFs like SLV, and how industrial demand is reshaping the silver market.

Silver at $79 per ounce doesn’t tell the full story. What matters is why silver is here — and what the underlying supply-and-demand mechanics suggest about what comes next.

In this video, we analyze how modern industrial dependence on silver has quietly reached historic levels. Solar panels, electric vehicles, semiconductors, medical devices, data centers, and AI infrastructure all require silver — and there is no scalable substitute that matches its electrical and thermal properties.

At the same time, global silver supply remains structurally constrained. Roughly 70% of silver production comes as a byproduct of other metals, making supply slow to respond even when prices rise. Ore grades continue declining, mine development timelines stretch beyond a decade, and new supply cannot quickly meet accelerating demand.

Against this backdrop, China has introduced a new silver export management framework beginning in 2026–2027. While not an outright ban, the policy places silver exports under government oversight, prioritizing domestic industrial needs. As the world’s third-largest silver producer and largest consumer, China’s policy shift has meaningful implications for global availability.

We also examine London vault inventories and why nearly 60% of reported London silver supply is effectively locked inside the iShares Silver Trust (SLV) and other investment products. As more futures contracts stand for physical delivery, the distinction between paper silver and physical silver is becoming increasingly important.

This video connects the dots between:
• China’s silver export controls
• Tight physical silver inventories
• Rising industrial demand from solar, EVs, and AI
• Futures market delivery pressure
• Technical momentum toward $80 and beyond

Rather than hype or fear-mongering, this is a grounded breakdown of how commodity markets behave when structural demand meets constrained supply — and why silver is becoming one of the most strategically important metals in the global economy.

📌 This is market analysis, not financial advice.
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