IT’S OVER: Royal Canadian Mint Rations Silver — Physical Market BREAKS

Описание: The Royal Canadian Mint has just taken a step it hasn’t taken in over a decade—full dealer allocation on Silver Maple Leafs.

Not shipping delays.
Not temporary backlogs.
Rationing.

Dealers across North America are being told they can no longer order freely. A 1,000-ounce order is now cut to 200 ounces—if that. Delivery times that used to be next-day have stretched to 12–16 weeks, pushing availability deep into Q2 2026.

This is not a logistics issue.
This is not a temporary bottleneck.

This is a structural breakdown in the global physical silver market.

Why the Silver Maple Leaf Shortage Matters?

The Silver Maple Leaf is one of the most trusted and liquid silver coins in the world. For 38 years, availability was assumed. That assumption is now false.

The Royal Canadian Mint can produce roughly 2 million ounces per month under normal conditions. Even at record output—37.1 million ounces in 2022—they are now being overwhelmed by demand that may exceed 50–60 million ounces annually.

And they cannot scale fast enough.

Why?

Because the mint doesn’t mine silver.
It doesn’t refine silver.
It depends entirely on refined silver blanks—and those blanks are disappearing.

What’s Breaking the Global Silver Supply Chain?

This video breaks down the real mechanics behind the shortage:

China export restrictions (Jan 1, 2026) choking refined silver supply
India importing 6,000 metric tons of silver in one year
Five consecutive years of global silver deficits
Industrial demand exploding from solar, EVs, AI infrastructure, and defense
Institutional buyers converting paper silver into physical delivery

The result?
Every layer of the supply chain is under stress—from refiners → mints → dealers → you.

Allocation Explained (Why You Can’t Buy Size Anymore):-

When a sovereign mint goes on allocation, the shortage cascades:

The mint rations dealers
Dealers ration retail buyers
Delivery times triple
Inventory vanishes
Premiums explode
This is exactly what’s happening now.

Large bullion dealers report being cut off, not sold out. New orders for Silver Maple Leafs are being delayed 4 months or more—with no guarantees.

Premiums Exploding = Paper Price Fiction
Silver spot may say $75.
But try buying physical.

Silver Maple Leaf premiums have surged to $8–$12 over spot, pushing real acquisition costs toward $85+ per ounce.

That’s a 10–15% divergence between paper silver and physical silver.
When the price you see on a screen doesn’t match the price to get metal in your hand, the paper market is lying.

🇺🇸 Not Just Canada — This Is Systemic
The United States Mint already suspended American Silver Eagle production due to blank shortages.

That displaced demand flooded into Canadian Maples… overwhelming the Royal Canadian Mint.

Now:
Eagles are constrained
Maples are rationed
Perth Mint delivery times stretch to 16 weeks
Global sovereign mints are under stress simultaneously

This is not isolated.
It’s a global minting infrastructure failure.

What Happens Next? (Timeline)

If current conditions persist:
Feb–Mar 2026: Premiums push $15–$20 over spot
Q2 2026: Potential production halts or extreme rationing
Next phase: Products disappear entirely—not sold out, just unavailable
At that point, spot price becomes meaningless.

The only real price is what it costs to get delivery.

⚠️ Final Warning

When a sovereign mint with 117 years of history and decades of uninterrupted production can’t meet demand, something fundamental has changed.

Silver is finite.
Demand is not.
And when that reality collides, price is the only variable left.

This video shows you how we got here, why it’s accelerating, and what it means before the market fully reprices.

The canary isn’t chirping anymore.
The shortage is confirmed.

DISCLAIMER:
This video is for educational and informational purposes only. It presents historical analysis, opinions, and interpretations based on publicly available sources. It is not financial advice, political advice, or a prediction of future events.
All historical comparisons and references to modern countries or governments are theoretical and should not be interpreted as claims, certainties, or endorsements.
Viewers are encouraged to research independently and draw their own conclusions.