1 MIN AGO: China Just Tightened the Silver Market — The West Is Falling Silent

Описание: ​Silver just entered a high-stakes countdown. As of today, February 19th, 2026, COMEX Registered Silver has collapsed to nearly 88 million ounces—a 38% drain since October. While the West remains silent, China has officially reclassified silver as a Strategic Material, placing it on the same footing as rare earths.
​In this deep dive, AG exposes the convergence of three massive events: China’s new export licensing framework, the SHFE rule changes effective March 1st, and the looming February 27th COMEX First Notice Day. With paper-to-physical ratios reaching breaking points and February delivery rates hitting a staggering 98%, the silver market is no longer functioning as a futures exchange—it has become a physical allocation mechanism.
​Strategic Intel Inside:
​The Strategic Shift: Why Beijing's decision to limit silver exports to 44 state-approved firms changes everything for Western industry.
​The 8-Day Countdown: Analyzing the math of 300M+ ounces of open interest vs. a vanishing 88M ounce registered pool.
​The Shanghai Premium: Why the physical price in the East is decoupling from Western paper benchmarks.
​Inventory Depletion: Tracking the 785,000-ounce daily drain from COMEX vaults and decade-low stocks in Shanghai.
​February 24th Catalyst: What happens the moment China returns from Lunar New Year to a market in structural deficit.
​The 6-year structural deficit is finally meeting a geopolitical chokepoint. The West is falling silent because the paper-pricing model is under a stress test it was never designed to survive.
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DISCLAIMER:
This content is for educational and informational purposes only and is intended as "Financial Warfare Education." This is NOT financial, investment, or legal advice. Precious metals and futures trading involve significant risk of loss. Always conduct your own due diligence and consult a licensed professional before making any financial decisions. The creator (AG) is not a registered financial advisor.