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A perfect storm of policy, supply, and industrial demand – The great silver squeeze of 2026
Global silver markets are entering what many analysts describe as the most severe supply crisis in modern history. Prices are not merely rising — they are exploding, driven by a fundamental shortage of physical metal. While headlines often attribute the surge to investor speculation, the underlying cause runs much deeper: a geopolitical and structural supply breakdown that is reshaping the world’s silver market from the ground up. Starting January 1, 2026, China is implementing new export restrictions on refined silver that are already sending shockwaves through global markets. Under the new policy, only large, ... (full story)
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