JUST IN: Silver Looks Calm… But China’s Market Is Screaming EMERGENCY

Описание: JUST IN: Silver Looks Calm… But China’s Market Is Screaming EMERGENCY

Silver investors… today’s chart looks calm, but China’s silver market is still flashing emergency, with front‑month contracts screaming shortage while Western traders act like the storm is over.

In this video, we dig under the smooth surface to show you why the “calm” is an illusion and the squeeze is very much alive:

The calm vs the plumbing: how global prices cooled off after the wild 120‑to‑70 dollar round‑trip, yet reports from Shanghai and Chinese‑linked warehouses show backlogs of unfilled orders and inventories at their lowest levels in over a decade

Record backwardation on SHFE: why the front‑month Shanghai Futures Exchange silver contract trading at a record premium to later months is classic crisis behaviour – when “now” is worth far more than “later” because deliverable metal is scarce and buyers no longer trust future promises

Shorts paying to avoid delivery: the tell‑tale sign of a real squeeze, with short sellers on Chinese exchanges reportedly paying deferral fees to longs just to kick the can rather than source and deliver metal at today’s tight, high‑premium conditions
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What the spike‑and‑crash really did: early‑2026 saw silver rip 60%+ higher and then give back a huge chunk of that move, flushing out leveraged speculators – but it did not:

Rebuild Shanghai inventories (still near decade lows)

Clear industrial backlogs

Remove China’s new export choke points that keep much refined silver at home

China’s structural chokehold: how a refining base that handles 60–70% of global refined silver, combined with 2026 export rules limiting exports to large 80‑ton‑plus refiners, turns this into a policy‑amplified squeeze, not a one‑off spike

What it means for you:

For stackers: a “quiet” spot price while China runs decade‑low inventories and record backwardation is the eye of the storm, not the end of the bull – dips here reflect paper exhaustion more than physical relief

For traders: front‑month tightness and deferrals are a warning that short‑side comfort is temporary, and that the next phase is more likely to resolve with spot converging up toward stressed physical levels than with a painless fade

If your app is telling you silver is “back to normal,” this breakdown shows why the world’s biggest refining hub running short of metal matters more than a tidy daily candle – and why the real story is being written in Shanghai’s curve and vaults, not in Western complacency.

⚠️ DISCLAIMER
This video is for educational and entertainment purposes only and does not constitute financial, investment, or trading advice. Silver, gold, and related assets are volatile and can result in rapid losses. Always do your own research and consult a licensed financial professional before making any investment decisions.