CME's Second Margin Hike FAILS — $17B Margin Call Triggers $100 Silver

Описание: CME's 2nd margin hike (Advisory #25-393) failed. $17B margin call hits Monday. 60% of vaults drained in 4 days. China ban in 6 days. $100 incoming.

The CME Group issued Advisory #25-393 on December 26th announcing their second margin hike in silver futures after the first one completely failed to break the rally. Silver closed at $79.67 despite unprecedented suppression attempts, and now a $17 billion margin call hits the bullion banks on Monday, December 29th—what market participants are calling "Black Monday." In just four days of December, 60% of registered COMEX silver was claimed for physical delivery by industrial buyers who cannot be forced out with margin hikes. The Shanghai premium has widened to $2.47 over COMEX prices, proving physical scarcity while paper markets manipulate. With China's export restrictions taking effect January 1st (six days away) and position limits under Rule 112 preventing large delivery demands, the suppression mechanism is in terminal failure. This is the 1980 Hunt Brothers playbook failing in real-time because industrial demand is price-inelastic. The mathematical inevitability: triple-digit silver by early January as suppression costs become unsustainable.

For full PDFs:

#25-370: https://www.cmegroup.com/notices/clea...
#25-393: https://www.cmegroup.com/notices/clea...

Sources & References:
Precious Metals Arbitrage (CME Group)
Technical explanation of how price differences between global exchanges create physical flows of metal to restore equilibrium.
https://www.cmegroup.com/education/co...
Shanghai Gold Exchange (SGE)
Data regarding physical delivery volumes and premiums in the Chinese market compared to Western paper derivatives.
https://www.en.sge.com.cn/
China Solar Silver Demand (Silver Institute)
Reports on the escalating consumption of silver paste in TOPCon solar cells, driving industrial hoarding behavior.
https://www.silverinstitute.org/silve...
Just-In-Time vs Just-In-Case (McKinsey)
Supply chain analysis on the global shift towards hoarding inventory to prevent production stoppages in a resource-constrained world.
https://www.mckinsey.com/capabilities...
Gold-to-Silver Ratio History (MacroTrends)
Historical data used to determine undervalued vs overvalued conditions in the precious metals market.
https://www.macrotrends.net/1441/gold...

DISCLAIMER:
The content in this video is for educational purposes only and represents my personal opinions and market analysis. It should not be considered professional financial investment advice.
The financial markets, including silver and precious metals, are volatile and subject to significant risks. The scenario described involves a mix of historical fact, current market mechanics, and simulated future events based on present trends. You should always conduct your own due diligence and consult with a certified financial planner or advisor before making any investment decisions. I am not responsible for any financial losses or decisions made based on the information provided in this video.