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MEXICO WEAPONIZES SILVER: Export Licenses Slash 45% Of Global Supply (COMEX Cornered)

Автор: Your John AG

Загружено: 2026-01-21

Просмотров: 0

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Mexico just made a move that could reshape the silver market overnight: refined silver exports are being pushed behind strategic export licensing—potentially cutting off a massive portion of global supply flows and trapping the paper market in a physical reality check.

In this video, we break down what export controls really mean for deliverable supply, why refining capacity matters more than mine output, and how this could widen the gap between paper pricing and real-world physical premiums.

✅ If you value real, no-fluff analysis: Subscribe and comment “OG John AG” to support the campaign against copycat channels and help keep original work visible.

Also—if you’ve had success in silver or investing, share your story in the comments. Your wins motivate others and make this community stronger.



00:00 — What Mexico just triggered (the shock)
01:12 — Why this matters more than a mine shutdown
03:10 — The refining bottleneck (the real choke point)
06:05 — How supply shocks hit physical premiums first
08:42 — COMEX risk: delivery pressure + rule responses
12:30 — The US import gap and why “just buy elsewhere” isn’t simple
16:15 — What happens next (30–90 day scenario map)
20:40 — Industry impact: solar, EVs, electronics, defense
24:18 — Key signals to watch this week (premiums, inventory, policy)
27:05 — Strategy notes + risk management
29:10 — Final takeaway + community question

#Silver #Mexico #COMEX #PreciousMetals #SilverMarket #GoldAndSilver #Macro #TradeWar #ExportControls #SupplyShock #Inflation #Markets #Investing #Bullion #HardAssets #Commodities

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MEXICO WEAPONIZES SILVER: Export Licenses Slash 45% Of Global Supply (COMEX Cornered)

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