Shanghai Tightens Again… Is $150 Silver Closer Than We Think?

Описание: Silver’s rapid move from the mid-$80s toward $87 is not random. The pressure is building inside the delivery system.

Today’s session saw strong futures buying immediately upon reopening, signaling positioned demand rather than momentum chasing. Registered COMEX inventories have been trending lower relative to total open interest, while more participants are choosing physical settlement instead of contract rollovers. At the same time, tightening bullion bank balance sheets under updated funding rules are reducing market-making depth, increasing sensitivity to real-world flows.

Silver has now experienced multiple consecutive structural deficit years. New mine supply requires years to materialize, while industrial demand from semiconductors, defense electronics, and renewable infrastructure remains contract-based and price-insensitive. ETF inflows are translating directly into physical acquisition, and retail accumulation continues removing float from circulation.

Backwardation signals and call-option skew suggest the market is pricing urgency rather than complacency. This video explains the mechanics behind coverage ratios, vault movement, funding shifts, and why silver’s behavior may reflect broader liquidity repricing across the system.

Silver Futures Quotes: https://www.cmegroup.com/markets/meta...

Warehouse Reports: https://www.cmegroup.com/delivery_rep...

DXY Index: https://finance.yahoo.com/quote/DX-Y....

U.S. 10Y Treasury: https://www.cnbc.com/quotes/US10Y

DISCLAIMER:
This video is for educational purposes only and reflects personal analysis based on publicly available data. It should not be considered financial advice. Markets are volatile and involve substantial risk. Viewers should conduct independent research and consult licensed professionals before making investment decisions. The creator assumes no responsibility for financial decisions made based on this content.