JPMorgan Alerts: Silver’s 50% Breakout as Supply Crisis Intensifies

Описание: While you were celebrating New Year's, the silver market experienced a historic shock that dealers are calling the biggest supply disruption in decades. On January 1st, 2026, China's silver export ban went into full effect—and physical silver prices jumped 50% overnight while paper markets remained closed.
In this video, I reveal the documented evidence: 93% of Chinese refiners denying Western buyers, major manufacturing contracts being canceled in real-time, and why dealers moved prices from $77 to $120+ overnight. This isn't speculation—these are confirmed purchase order cancellations, verified supply chain breakdowns, and measurable shortfalls that cannot be quickly resolved.
🔴 What You'll Learn:

Why China controls 60-70% of global silver refining capacity (not mining)
The exact licensing requirements making exports nearly impossible
Real contract cancellations from electronics, solar, and EV manufacturers
How 400 million ounces of annual supply just vanished
Why replacement supply can only cover 280-310 million ounces (70-120M shortfall)
Physical vs paper market split: $120 vs $77 (50-65% premium)
What happens when COMEX opens Friday, January 2nd
Price predictions: $85-92 gap up, moving toward $110-130 by month end

📊 The Math:
China exported 350-400 million oz/year → CUT OFF
Available replacement: 150M mine production + 42M COMEX + 50-100M LME + 25M dealers = Maximum 317M oz
Structural deficit: 70-120 million ounces minimum
⚠️ This is not financial advice. This video presents documented supply chain information for educational purposes. Always consult qualified financial professionals and do your own research.
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DISCLAIMER: This video is for educational and informational purposes only. It is not financial, investment, or trading advice. Always conduct your own research and consult with licensed financial professionals before making investment decisions. Past performance does not guarantee future results.