LIVE: LEAKED LEASE AGREEMENT: JPMorgan Must Return 3-Month Silver to ICBC by January Or Face Default

Описание: LEAKED LEASE AGREEMENT: JPMorgan Must Return 3-Month Silver to ICBC by January — Or May Face Default
The Great Silver Disconnect: Why Physical Markets at $130 Expose the $78 COMEX Lie

As of January 6, 2026, the global silver market has fractured into two completely separate pricing systems. While COMEX screens show silver trading at $78.93 per ounce, physical dealers in Tokyo are demanding $130 for identical 1,000-ounce bars. This isn't a temporary anomaly—it's a structural breakdown that signals the end of paper-based price discovery.

🔴 CRITICAL DEVELOPMENTS (Last 72 Hours):

• China Export Lockdown: January 1st, 2026 - only 44 approved companies can export from the country controlling 65% of global refined silver supply • COMEX Inventory Crisis: 47.6 million ounces claimed in 4 days—60% of registered inventory gone in December • CME Emergency Margins: Raised from $20,000 to $25,000 (25% hike) December 26th, then again December 30th • Physical Premium Explosion: Tokyo $130/oz vs COMEX $78—an 80% premium gap that won't close • London Breakdown: India's 32M oz order sent lease rates from 0.25% to 200%, halted Swiss refiner Metalor

📊 THE MATH THAT DOESN'T WORK:

COMEX March 2026: 106,722 contracts = 533 million ounces paper claims Registered inventory: ~130 million ounces physical metal Leverage ratio: 410% (4X more paper than metal)

🏦 SMART MONEY POSITIONING:

JP Morgan forecast: $58/oz by Q4 2026 JP Morgan physical holdings: Hundreds of millions of ounces Physical market reality: Already trading at $130

⚠️ 5-YEAR STRUCTURAL DEFICIT:

World Silver Institute data: 820 million ounce cumulative deficit (2021-2025) That's MORE than all COMEX + LBMA vaults combined

📅 JANUARY 15TH CATALYST:

Bloomberg Commodity Index rebalances—13% of COMEX silver open interest faces forced selling while physical premiums remain at record highs

🔗 JOIN SILVER INTELLIGENCE NETWORK:

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📚 SOURCES & RESOURCES:

Official Exchange Data: • CME Group Silver Futures: https://www.cmegroup.com/markets/meta... • COMEX Live Silver Prices: https://comexlive.org/silver/ • LBMA Official Site: https://www.lbma.org.uk/

Recent News & Analysis: • Reuters (Dec 30, 2025) - China Export Restrictions: https://www.reuters.com/world/asia-pa... • CNBC (Dec 31, 2025) - CME Margin Hikes: https://www.cnbc.com/2025/12/31/gold-... • Bloomberg (Jan 2, 2026) - Index Rebalancing: https://www.bloomberg.com/news/articl... • CCN (Jan 2, 2026) - $130 Physical Premium: https://www.ccn.com/education/crypto/...

Market Analysis: • BullionStar (Jan 6, 2026) - Structural Breakdown: https://www.bullionstar.com/blogs/bul... • Sprott Money (Jan 6, 2026) - COT Analysis: https://www.sprottmoney.com/blog/come... • Financial Content (Jan 1, 2026) - December Drain: https://www.financialcontent.com/arti...

Supply/Demand Data: • World Silver Institute (Nov 13, 2025) - Fifth Deficit: https://silverinstitute.org/the-silve... • Silver Institute Supply/Demand: https://silverinstitute.org/silver-su...

Historical Context: • GoldBroker (Dec 2, 2025) - London Lease Crisis: https://goldbroker.com/news/silver-pe...

Bank Forecasts: • JP Morgan 2026 Outlook: https://www.jpmorgan.com/insights/glo...

⏱️ TIMESTAMPS: 0:00 - Cold Open: The $130 vs $78 Disconnect 1:15 - China's 44-Exporter Lockdown 5:20 - COMEX Inventory Crisis 9:10 - When London Broke: The India Order 12:30 - JP Morgan's Physical Positioning 15:45 - CME Emergency Margin Playbook 18:20 - The Math That Doesn't Work 21:00 - Outro: Mathematical Resolution

#Silver #COMEX #ChinaExportBan #PreciousMetals #JPMorgan #SilverSqueeze #PhysicalSilver #CME #Tokyo #MarketCrash #SupplyDeficit #LBMA #SilverShortage #January2026