Wall Street Mav
Wall Street Mav|Dec 27, 2025 01:32
🚨BREAKING: Silver prices continue soaring on global supply stress Imagine owning 5,000 ounces of silver on paper (Comex 1 futures contract) and finding out the vault is empty. Usually nobody worries about the supply in the vaults. Paper contracts trading daily represent 300X more trading of silver metal than there is actual silver in the vaults of the exchanges. Normally it doesn't matter because less than 1% of futures contracts take delivery of actual metal. However, now there is a real supply issue. The silver market has been in deficit for over 5 years. Meaning that demand for real silver from industry exceeds all of the mined silver around the world. Industry has been consuming the above ground silver from the vaults. Comex, London and Shanghai inventories are down well below normal levels. Industrial users (Samsung, etc) are taking delivery and the exchanges are not able to obtain enough from the silver refineries to maintain their normal amounts in the exchange vaults. Now China has announced starting January 1st, 2026 there will be tight export controls on silver. China is the #2 producer globally of mined silver. And likely the #1 country for refining, which means lots of raw ore from other countries gets shipped to China and now it cannot be easily exported. Silver is critical for: 1) solar panels 2) EVs 3) Electronics 4) lots of other stuff Silver is the best element on the periodic table for conducting electricity. There is no substitute for many products. In the paper silver market, there are 300x more oz traded than there exists for silver in the vaults. Who isn't going to get there silver when the vaults are empty. That is when the futures market breaks and then only the physical market matters. There is a real supply crunch happening for silver metal. It will become very volatile. There will be massive moves both up and down during this process. But the long term trend is higher, because global demand exceeds global supply. Once the above ground reserves are gone, then someone is not getting their silver, so the only way to fix that is price going up to see who wants it bad enough. We already see companies like Samsung making deals with silver miners to buy all of their supply for years into the future.(Wall Street Mav)
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