36 HOURS TO A MELTDOWN: China’s Export Licensing Triggers a 26x Delivery Surge
Автор: The Boring Currency
Загружено: 2026-01-01
Просмотров: 5114
Описание:
In the next 36 hours, the silver market faces a pressure test that could rewrite how “paper” and “physical” pricing work. As China introduces mandatory export licensing for raw silver, the timing collides with an unusually large January delivery demand building inside Western futures markets—raising one urgent question: what happens when physical supply gets tighter exactly as delivery claims spike?
In this video, we break down the mechanics behind export controls, why delivery volumes matter more than daily price moves, and what key signals—premiums, inventory classifications, and settlement behavior—could reveal if the market is heading toward a controlled squeeze or a credibility shock.
This is educational content—always manage risk.
Chapters
00:00 — What just happened (36-hour trigger)
01:12 — What China’s export licensing really changes
03:10 — Why a “26x delivery surge” is not normal behavior
06:05 — Registered vs eligible inventory (the hidden bottleneck)
09:18 — Physical premiums and what they’re signaling
12:40 — What could break first: spreads, supply, or settlement rules?
16:05 — The scenario map for the next 60 days
19:30 — The key signals we’re watching (no noise)
22:10 — Final warning: why this isn’t “just volatility”
#Silver #China #Commodities #Gold #Markets #Macro #Investing #Futures #SupplyChain #FinanceNews
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