đš China to Ban Silver Exports Starting Jan 1, 2026
Key Points:
âą Removes ~110M oz (13% of global supply) from an already structural deficit market
âą Disrupts the COMEX âpaper priceâ mechanism â physical delivery safety valve is gone
âą Strengthens Chinaâs control over solar manufacturing and raw material pricing
âą Implication: Silver price pressure toward $100+ is no longer speculative â itâs a supply chain necessity
$SILVER $XAG
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