THEY LOST CONTROL | Silver Detaches From Spot Price

Описание: THEY LOST CONTROL | Silver Detaches From Spot Price

Why is physical silver trading $8+ above COMEX futures? On December 24, 2025, Shanghai paid $78.49/oz while New York quoted $70.36. The gap isn't noise, it's systemic failure. In this documentary, we expose the vault drain crisis, the 95% cash settlement admission, and why two silver markets now exist.
From COMEX's 73% inventory collapse to London's emergency metal shipments, we investigate the data Wall Street won't discuss. 47.6 million ounces claimed in four days. 800 million ounce cumulative deficit since 2021. Industrial demand consuming supply faster than mines can produce. The paper-to-physical ratio reaching 300:1 while lease rates spike to 200% annualized.
Is the 50-year price discovery mechanism dead? Can COMEX survive when it can't deliver metal?
In this documentary, we cover:

📊 The $8 Lie: December 24, 2025, Shanghai physical premium explodes over COMEX futures

⚠️ The Vault Drain Emergency: 60% of registered inventory claimed in 4 days, 95% forced cash settlement

📉 The Extinction Math: 5th consecutive deficit, 117M oz shortage in 2025, structural supply crisis

📄 The Paper Trap: 100:1 to 300:1 leverage ratio, lease rates at 200%, recycling myth exposed

🔓 The Great Detachment: Two markets emerge, paper at $74, physical at $78-92, who wins and loses

Key Data Points:

COMEX registered silver: 346M oz (2020) → 127M oz (2025) = 73% decline
London vault emergency: 53.88M oz imported in October 2025 alone
Shanghai backwardation: $8.13 premium signals Eastern price discovery
Solar demand by 2030: 250M oz annually = 30% of global mine supply
Cash settlement rate: 95% of December 2025 delivery requests rejected

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