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
🧵 China’s New Gold Rules: Bloomberg calls it a setback — but it’s actually a cleanup. 🥇🇨🇳
1️⃣
Bloomberg says “China ends gold tax break.”
Reality? China just made it easier for ordinary people to stack gold legally and tax-free.
Let’s break it down 👇
2️⃣
From November 2025:
🔹 Annual tax-free limit for personal gold sales jumps from 200 000 RMB ($27 k) to 500 000 RMB ($70 k).
🔹 That means millions of Chinese can now buy, hold, and sell gold without paying VAT or income tax.
3️⃣
Plus — a brand-new tax deduction for gold investors.
If you invest through official channels (bars, ETFs, SGE), you can deduct 10 % of your annual gold investment from your taxable income.
The Fed ends its balance sheet wind-down on December 1.
QT is over.
Translation?
💸 Liquidity is coming back.
The era of “tightening” quietly flips to loosening.
2️⃣
At the same time…
December is the front & delivery month at the COMEX.
That’s when the biggest physical deliveries take place.
And London (LBMA) is already running low. 👇
3️⃣
📉 TF Metals Report:
London silver stocks drawn down again in October
46 M oz drained from New York
22 M oz drained from Shanghai
Part of that metal was shipped to London just to keep it alive