Thread by @honzacern1

🧵 SILVER LOCKDOWN — The Global Shift Has Begun 🥈⚡

1️⃣
Oct. 29 — China quietly changed the rules.
From 2026, every silver export will require an individual license per contract.

No quota, no freedom.

You want silver out of China? You’ll need Beijing’s permission. 🇨🇳

2️⃣

Official MOFCOM Notice No.69:

“In 2026, silver exports will continue under license management.

Exporters must apply for an export license for each valid contract before customs clearance.”

That’s a polite way of saying:
China now controls every ounce leaving the country.

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This isn’t just bureaucracy.

It’s strategic nationalization of flow.

Each shipment will be approved — or denied — by the state.

Silver is now classified as a resource of national interest.

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Meanwhile in Washington… 🇺🇸

The USGS is about to add silver to the Critical Minerals List.

First time ever.

Reason? It’s essential for solar, EVs, semiconductors, and defense — and America imports most of it.

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Two superpowers.

One goal:

Secure silver.
China locks exports.
The US calls it critical.
The message is the same: this metal is strategic.

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The timing is brutal.

Global demand for silver is exploding —

⚡ Solar panels
🚗 Electric vehicles
💾 AI chips
🩺 Medical tech

But the world’s biggest refiner just slammed the door.

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When China locks metal at the same time the US prepares to hoard it, what happens to the rest of the world?

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Europe? Imports 97% of its silver.

Japan and Korea? Zero mines.

They depend on Chinese refineries.
Now they’ll pay whatever price the market demands — if they can even get supply.

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Latin America (Mexico, Peru, Chile) still digs it up,
but most concentrate goes… to China.

If China keeps the refined metal, the West has no replacement capacity.

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This is how global markets fragment:

Paper price in New York.
Physical premium in Shanghai.
Scarcity in Europe.
The “spot price” becomes meaningless.

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And when producer nations realize what they hold…
they’ll follow China’s lead — restricting exports, demanding profit-sharing, or bartering metal for tech.
That’s when silver stops being a commodity…
and becomes a weapon of negotiation.

1⃣2️⃣
So let’s be honest:

They just told you without telling you.
💥 Silver is strategic.
🩶 Physical will rule.
⏳ And time is running out.

Stack accordingly, Legion.
#SilverSqueeze #StackerLogic #CriticalMineral #SilverLockdown

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