US Intel Took Out Mexico's Top Cartel Boss — 24% of Silver Supply Has No Price for This

Описание: US intel killed Mexico's top cartel boss Sunday. Retaliation hit 20 states. COMEX isn't replenished. Silver at $87 has priced in none of this.

In November 2025, the US Geological Survey designated silver a critical mineral for the first time in history, specifically modeling a Mexico supply disruption as a national-security-level GDP threat. Seventy percent of US silver is imported. More than half comes from Mexico. On January 23rd, 10 Vizla Silver employees were kidnapped from a secured compound in Sinaloa — 5 are confirmed dead, 5 still missing. In response, miners stopped shipping refined bars entirely, transportation insurance became unobtainable, and off-market deals with major industrial buyers began pulling silver off the public market. COMEX vaults stopped being replenished. Then on Sunday February 22nd, El Mencho — leader of Mexico's dominant cartel — was fatally wounded in a joint operation in Tapalpa, Jalisco, with confirmed US intelligence support. Retaliation spread across nearly twenty Mexican states within hours. Guadalajara became a ghost town. Highway blockades halted silver transport. Silver closed Monday at $87.13 — down on the session — with zero disruption premium. In this video, The Asian Guy walks through the full documented picture: the US government's own warning, the Vizla timeline, the COMEX inventory situation, the four escalation scenarios, and the three signals that tell you when the market finally prices this in.

silver Spot price: https://comexlive.org/
Gold Spot Price: https://comexlive.org/
Silver Open/high/low/close: https://www.investing.com/currencies/...
Gold Open/high/low/close: https://www.investing.com/currencies/...
Silver Futures - Settlements: https://www.cmegroup.com/markets/meta...
Gold Futures - Settlements: https://www.cmegroup.com/markets/meta...
Silver Futures - Quotes: https://www.cmegroup.com/markets/meta...
Gold Futures - Quotes: https://www.cmegroup.com/markets/meta...
Silver Futures Historical Data: https://www.investing.com/commodities...
Gold Futures Historical Data: https://www.investing.com/commodities...
DXY: http://finance.yahoo.com/quote/DX-Y.NYB/
U.S. 10 Year Treasury: https://www.cnbc.com/quotes/US10Y
Bitcoin : https://www.coindesk.com/price/bitcoin
silver and gold delivery notices: https://www.cmegroup.com/solutions/cl...
COMEX warehouse inventories: https://datatrack.trendforce.com/Char...
Silver stocks (COMEX warehouses): https://www.cmegroup.com/delivery_rep...
Gold stocks (COMEX warehouses): https://www.cmegroup.com/delivery_rep...
Gold-silver ratio trends: https://www.macrotrends.net/1441/gold...
Daily Metals Volume and Open Interest: https://www.cmegroup.com/market-data/...

DISCLAIMER:
The content in this video is for educational purposes only and represents my personal opinions and market analysis. It should not be considered professional financial investment advice.
The financial markets, including silver and precious metals, are volatile and subject to significant risks. The scenario described involves a mix of historical fact, current market mechanics, and simulated future events based on present trends. You should always conduct your own due diligence and consult with a certified financial planner or advisor before making any investment decisions. I am not responsible for any financial losses or decisions made based on the information provided in this video.

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