THE “SHADOW” AUDIT: Why Analysts Suspect China Is Sitting on 30,000 Tons of Gold

Описание: China’s official gold reserve number looks clean on paper. But when we track physical flows, exchange withdrawals, domestic production, and the way gold gets “absorbed” inside national borders, the story stops looking clean… and starts looking strategic.

In this video, John AG breaks down the Shadow Audit theory: the claim from multiple analysts that China’s true gold position could be far larger than publicly reported, possibly approaching 30,000 tons when you include shadow channels, state-linked entities, and long-term accumulation behavior.

We separate facts vs interpretation, explain the mechanics of how physical gold moves, and map out why this matters for the dollar system, global settlement, and long-term macro positioning.

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Chapters

00:00 — What the “Shadow Audit” claims (and why it matters)
01:18 — The “official” number vs the physical trail
04:05 — Why Shanghai matters more than Western paper markets
07:10 — The “gold jewelry” misconception (West vs East reality)
10:22 — Domestic mining + import absorption: the compounding effect
13:40 — The shadow layer: banks, entities, and off-book accumulation
17:05 — Why this could reshape dollar confidence and settlement power
20:30 — What we watch next: signals, plumbing, and pressure points
23:10 — Risk framework: what could prove this wrong (and where it shows)
25:05 — Final warning: how “paper” breaks when physical tightens

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#Gold #China #Macro #CentralBanks #Dollar #Geopolitics #BRICS #Markets #FinanceNews #GoldPrice