72 Hours Until COMEX March Delivery — And Nobody Has the Silver to Deliver

Описание: 72 Hours Until COMEX March Delivery — And Nobody Has the Silver to Deliver

In exactly 72 hours, First Notice Day arrives for March COMEX silver contracts. The math is alarming: 206 million ounces of paper claims against only 32.4 million ounces of registered physical silver available for delivery. That's a 6.4:1 ratio heading into the most critical delivery period of the year.

Meanwhile, Shanghai is paying $97 for silver while COMEX paper sits at $89—a persistent $8-9 premium that won't close. The arbitrage pressure is real. The warehouse drain is accelerating. And the clock is ticking.

IN THIS VIDEO:

Real-time price action: Silver $89.20 Western spot, $97.40 Shanghai spot
COMEX registered silver at 32.4M oz vs 206M oz open interest
27 million ounces delivered in February alone (83% of current registered)
Warehouse drain update: 6.8M oz withdrawn in 4 trading days
Shanghai premium mechanics and arbitrage pressure
Mexico supply disruption risks (24% of global production)
Macro capital rotation: $700B into gold, $180B into silver in 30 days
Technical levels to watch: $91.50 breakout, $85 breakdown
The honest bear case and intervention possibilities
TIMESTAMPS:
0:00 - Live Price Snapshot & 72-Hour Countdown
0:35 - Today's Price Action Breakdown
1:45 - Technical Setup Education (Not Financial Advice)
3:30 - COMEX Delivery Crisis: The Math Problem
6:30 - Registered vs Eligible Silver Explained
8:00 - Weekly Warehouse Drain Update
9:15 - Shanghai Premium & Chinese Short Position Pressure
10:45 - Mexico Mining Supply Risk Assessment
12:00 - Macro Context: Why Capital Is Rotating
13:30 - Bull Case Synthesis
14:30 - The Honest Case for Caution
15:30 - Bottom Line & What to Watch

EDUCATIONAL DISCLAIMER:
This video is strictly educational content about futures market structure and publicly available data analysis. This is NOT financial advice. This is NOT a recommendation to buy, sell, or hold any asset. Always do your own research and consult with a qualified financial professional before making investment decisions.

DATA SOURCES:

CME Group COMEX warehouse reports (public)
Commitment of Traders (COT) reports
Shanghai Futures Exchange (SHFE) pricing data
Mexican mining production reports
Federal Reserve economic data
CRITICAL THINKING REMINDER:
Verify everything independently. Don't trust anyone's analysis blindly—including mine. The CME publishes warehouse data daily. The COT report comes out weekly. Shanghai exchange prices are publicly available. Check the primary sources yourself.

As Mark Douglas taught: Your best setup can still lose. The edge comes from probability over time, not certainty about any single outcome.

SUPPORT INDEPENDENT RESEARCH:
If this deep-dive analysis provided value:
🔔 Subscribe for unfiltered precious metals analysis
👍 Like if this breakdown was helpful
💬 Comment "Money Untold" if you're tracking
🔗 Share with someone who needs to see this data

Money Untold — No hype. Just homework.

Protect your capital. Invest with logic. Never confuse analysis with certainty.

Hashtags:
#Breaking #MarketAlert #COMEXCrisis #DeliveryDay #MarketWatch #LiveAnalysis #MarketUpdate #BreakingNews #UrgentUpdate #72Hours