COMEX Silver Vaults Drop 83% - The Inventory Crisis Explained

Описание: COMEX registered silver inventory has fallen below 30 million ounces for the first time in over a decade - down more than 83% from the 2015 peak of 182 million ounces. This documentary-style analysis examines what's really happening inside COMEX vaults, why registered inventory is declining, and what it means for silver markets.

⏱️ TIMESTAMPS:
00:00 - Introduction: The Vault Question
01:42 - Understanding COMEX Inventory Mechanics
03:43 - Supply Side: Why Registered Inventory is Falling
07:09 - Demand Side: Why More Traders Stand for Delivery
09:28 - Mechanics of a Potential Delivery Squeeze
12:33 - Counterarguments: Is the Squeeze Narrative Overstated?
15:17 - Recent Market Developments (January 2026)
17:36 - Implications for Investors and Markets
20:18 - Closing Analysis

📊 KEY DATA POINTS COVERED:

COMEX registered silver: Below 30M oz (January 2026)
Historical peak: 182M oz (2015)
Current decline: 83%+ from peak
Global silver production 2025: ~843M oz
Solar panel demand 2025: ~230M oz
Open interest vs registered inventory ratio
Physical premium trends

🔍 TOPICS ANALYZED:
✓ Eligible vs Registered inventory explained
✓ Industrial demand drivers (solar, electronics)
✓ Investment demand trends
✓ Delivery squeeze mechanics
✓ COMEX operational risks
✓ Market structure implications
✓ Multiple perspectives (bullish & bearish)
📈 This analysis presents fact-based examination of COMEX silver inventory dynamics without hype or speculation. All data sourced from exchange reports, industry publications, and market data as of January 2026.
⚠️ DISCLAIMER: This video is for educational and informational purposes only. It is not financial advice. All investment decisions should be made after consulting with qualified financial professionals. Silver markets are volatile and carry significant risks.
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