Thread by @honzacern1

China's Strategic Move on Silver: What it Means for the Market and Global Politics 🇨🇳🥈

1️⃣ China's New Policy on Key Minerals China has officially classified silver, along with tungsten and antimony, as strategic minerals under export control.

This is a direct step to solidify China’s position in the global supply chain for critical materials.

But what does this mean for the silver market? 🧐👇

2️⃣ Silver’s Growing Strategic Importance With demand soaring in solar energy, electronics, and national defense, silver is becoming a cornerstone of global energy transition and security strategies.

China produces over 30% of the world’s silver, meaning they control a significant portion of global supply. 🌏🔋

3️⃣ The Impact on Global Supply This move will likely limit silver exports from China, reducing supply available to the rest of the world.

While it's not a total ban, increased regulation and export quotas will likely push the price higher. 💸📈 #SilverSqueeze

4️⃣ Pressure on the US and Allies The US has already included silver in its critical mineral list, but China’s new policy could now force the US, EU, and other nations to follow suit and implement similar export restrictions or strategic stockpiles.

This could intensify the battle for silver. ⚔️💰

5️⃣ A Global Shift Towards Resource Control With China controlling key supply chains, nations around the world will have to reassess their own mineral reserves.

The US might be pushed to create more comprehensive strategies around silver, just as they’ve done with rare earths. 🌍🔗

6️⃣ A Silver Shortage in the Making? As nations scramble to secure their own silver reserves, this could lead to a global shortage, increasing prices and potentially shifting power dynamics in the commodities market.

Are you ready for what's coming? 🚨🥇

7️⃣ What’s Next? Expect higher volatility in the silver market as these geopolitical moves unfold. Traders, investors, and stackers should be prepared for further supply shocks.

China is not the only player in this game—what will the US do next? 🏦💥

Movements don’t start with noise — they start with awareness.

If you understand what’s unfolding in the silver market, share it.

Each voice adds weight to the truth. 🥈
#SilverSqueeze #StackerLogic”

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