COMEX Is Running Out of Silver — 61% of Deliverable Stockpile Claimed in ONE Day | Market Emergency

Описание: 🚨 MARKET EMERGENCY — February 27, 2026 | First Notice Day for March COMEX Silver
Today marks one of the most alarming days in silver market history. As of this morning, 10,526 contracts — representing 52.63 million ounces — are standing for physical delivery of March silver. Against that demand, COMEX registered vaults hold only 86.13 million ounces. That means 61% of the entire legally deliverable stockpile has been claimed on a single first notice day. In the history of commodity markets, that number should not exist.
In this video, we break down every layer of what is happening right now:
🔴 Why COMEX halted ALL metals trading on February 25th — and crushed silver from $91 to $84.98 in three waves of selling immediately after resuming
🔴 How registered silver inventory has collapsed 49% in just four months — from 167.7 million ounces in October 2025 to 86.13 million ounces today — breaking below the 100 million ounce "untouchable floor" for the first time in recorded COMEX history
🔴 London silver lease rates spiking to 34.9% annualized — 70 to 80 times above normal — and what that signals about counterparty risk in the physical market
🔴 The Exchange for Physical spread exploding from 25 cents to over $110 per ounce — and why that arbitrage channel breaking down is a five-alarm warning
🔴 Mexico's cartel crisis shutting down silver transport corridors — and why no mainstream outlet is covering the supply shock hitting COMEX vaults right now
🔴 China's new silver export licensing regime cutting refined supply by 40% — and what that means for western market replenishment
🔴 SLV short interest hitting a record 73.55 million shares — then collapsing 38% as smart money covers — while SLV options implied volatility hits 99 to 103% annualized
🔴 Managed Money net longs down 77.7% year-over-year — proving this rally was NOT driven by speculators, but by sovereign funds and industrialists physically removing metal
🔴 The May contract crisis already forming — with registered inventory projected to exit March at historic lows and no credible replenishment source on the horizon
🔴 Historical precedent: 1980 Hunt Brothers collapse, 2011 CME margin hikes — and why this time the vaults are actually empty
This is not speculation. Every number cited in this video is publicly verifiable. The question is not whether physical silver is structurally scarce. The question is when — and by what mechanism — the paper market is forced to reprice.
Watch this before 3:30 PM Eastern today when the CFTC releases its Commitments of Traders data. If commercials have covered shorts while managed money remains absent — that is the most bullish COT configuration this market has ever produced.
⚠️ DISCLAIMER: This video is for informational and educational purposes only. Nothing here constitutes financial advice. Always conduct your own due diligence before making any investment decisions.


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