SILVER SLAMS TO $75 — While China Pays $89 The “Ghost Week” Price Illusion

Описание: Silver didn’t “crash” because demand vanished — it dropped on paper while the physical market told a completely different story. As Western screens printed ~$75 during thin holiday liquidity, buyers in China kept paying around ~$89 for real, deliverable metal. That gap isn’t noise. It’s a signal.

In this breakdown, we connect the dots between paper volatility, physical premiums, inventory pressure, and the policy shift that could tighten refined silver flows right when industrial demand is most fragile. If the physical bid stays elevated while paper prices wobble, the market isn’t calming down — it’s compressing.

Watch to understand what the price action hides, what the premium reveals, and what the next phase could look like once supply becomes permissioned and delivery becomes the only truth.



Chapters / Timestamps

00:00 — What just happened (the $75 dump vs $89 physical reality)
01:05 — Why “ghost week” liquidity distorts price discovery
03:10 — The physical premium: what it really means
06:00 — Backwardation explained in plain English
09:05 — Inventory pressure and why velocity matters
12:30 — Export controls & licensing: why supply turns “permissioned”
16:40 — How paper leverage breaks when delivery demand rises
20:55 — The two-tier market risk (domestic access vs international premiums)
24:30 — What to watch next (premiums, delivery, spreads, inventories)
27:10 — Final takeaway: paper price vs physical truth


#Silver #SilverPrice #PreciousMetals #Commodities #GoldAndSilver #MacroEconomics #Inflation #SupplyChain #China #Investing #Markets #Futures #PhysicalSilver