Feb 24, 2026 Silver rises on escalating violence in Mexico. Silver exports are de facto halted.

Описание: Mexico Cartel Vacuum is creating a chaotic situation for silver miners. Due to an extremely dangerous situation silver exports are de facto halted. CME warehouse supply contues to dwindle, now down to 88 million ounces.

One year ago 80 million ounces of silver were delivered in the March contract.

Currently the open interest for the March contract represents 188 million ounces. Whilst many of these open contracts of this will be closed before COB Thursday (First Intent Day), all the signs point to contracts representing more than 100 million remaining open.

Any long who has not closed his position before Friday 27th February (3 days to go), is signalling that he has the cash and infrastructure to pay for and take delivery of the silver.

Given that COMEX registered silver inventories have fallen to approximately 88 million ounces — a multi-decade low — and with the Mexico supply chain now severely disrupted, there is enormous market tension around how many longs will expect physical metal and whether COMEX shorts will struggle to deliver.

The March 2026 contract is already being described in analyst circles as a potential stress test for the paper silver market, with some estimates of open interest far exceeding the available registered inventory.


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