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Silver to $300/oz?! How China’s Supply Grip Fuels a Perfect Storm in Silver
China’s latest move to tighten silver export rules has added a new layer of strain to an already stressed global silver market. While headlines suggesting a full export shutdown overstate the case, the new licensing framework significantly narrows who can export silver and under what conditions. That matters because China plays an outsized role in global refined silver flows, and even modest policy shifts can ripple through supply chains. The timing is notable. Silver demand has been running ahead of supply for years, driven by rapid growth in energy, technology, and defense-related applications that rely heavily ...