CHINA JUST CLASSIFIED SILVER AS STRATEGIC — 72-Hour Export Window + $98 Shanghai Premium

Описание: I wasn't planning to drop this video today. Then I pulled up the Shanghai Futures Exchange data and saw a number that didn't make sense. Chinese buyers are paying $98 an ounce. The rest of the world is still quoting high 80s. That's an 11% premium for the same metal.

Four things converged in the last 72 hours that I've never seen happen simultaneously. China reclassified silver as a strategic material — same category as rare earths. Only 44 companies in all of China can now export silver. Every shipment requires a 72-hour government approval window. And COMEX just saw 24 million ounces demanded for delivery in February alone with registered inventory below 30 million.

I tracked the Shanghai premium over three weeks. It went from $3 to $6 to $8 to $10. It's accelerating, not stabilizing. When a domestic market pays that much more than international spot, it means supply is breaking.

There's something Ruitong Gold, China's largest recycler, is paying for scrap silver right now that nobody's talking about. They're paying more for used junk silver than what brand new silver costs internationally. I break down what that signals later in the video.

I walk you through each development, show you exactly where the data comes from, and explain why the path to $100 is now mathematically probable. I also tell you the one risk that could cause a temporary pullback — and why it doesn't change the thesis.

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Disclaimer: Educational and entertainment purposes only. Not financial advice. Do your own research.

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