๐จ SILVER SUPPLY SHOCK INCOMING ๐จ
CHINA JUST PULLED THE LEVER โ๏ธ
Starting January 1, 2026, China will require government licenses for ALL silver exports.
โฐ And the timing? Brutal.
๐ Silver price action:
From ~$38 โ $74+ per ounce since May
Physical markets are already screaming for supply.
๐ Even Elon Musk weighed in:
Silver is essential for โmany industrial processes.โ
And heโs absolutely right.
โก Silver powers the future:
โข Solar panels โ๏ธ
โข EVs & batteries ๐
โข Electronics & semiconductors ๐ป
โข Medical equipment ๐ฅ
โข 5G & advanced infrastructure ๐ก
Why?
๐ฅ Most electrically conductive metal on Earth
โก๏ธ No real substitute at scale.
๐จ๐ณ The real pressure point:
China controls a major share of global silver refining.
Licensing =
โ Tighter supply
๐ Higher prices
โ ๏ธ Manufacturing bottlenecks
๐ Green energy just got more expensive
๐ Margins get crushed
๐ Input costs rise
๐ Global tech & energy chains feel the shock
This isnโt just a metal move โ
Itโs a macro supply war unfolding in real time.
#Silver #GreenEnergy #EV #Solar #China