🧵1/
Something very interesting is happening in silver right now… and most people still don’t see it. 🥈
India just restricted silver imports.
Not tariffs.
Not taxes.
Restrictions.
That changes the game.
Special thanks to @BankerWeimar for the valuable information and research on this developing situation. 🫡🥈
Something very interesting is happening in silver right now… and most people still don’t see it. 🥈
India just restricted silver imports.
Not tariffs.
Not taxes.
Restrictions.
That changes the game.
Special thanks to @BankerWeimar for the valuable information and research on this developing situation. 🫡🥈
2/
A tariff only makes silver more expensive.
A restriction means imports now require permission.
Read that again carefully.
India is no longer simply pricing silver…
it is starting to CONTROL the physical flow of silver into the country.
A tariff only makes silver more expensive.
A restriction means imports now require permission.
Read that again carefully.
India is no longer simply pricing silver…
it is starting to CONTROL the physical flow of silver into the country.
3/
Now here’s the part stackers should pay attention to:
Silver in India was recently trading at a DISCOUNT of nearly $6/oz to global prices.
After the restrictions?
That discount rapidly narrowed…
and traders now expect a PREMIUM of $1.5–$2/oz.
Now here’s the part stackers should pay attention to:
Silver in India was recently trading at a DISCOUNT of nearly $6/oz to global prices.
After the restrictions?
That discount rapidly narrowed…
and traders now expect a PREMIUM of $1.5–$2/oz.
4/
Think about what that means.
Paper price weakened…
yet physical silver inside India became MORE expensive.
That is an extremely important signal.
Because it suggests:
physical demand is beginning to overpower paper sentiment.
Think about what that means.
Paper price weakened…
yet physical silver inside India became MORE expensive.
That is an extremely important signal.
Because it suggests:
physical demand is beginning to overpower paper sentiment.
5/
This is exactly what many stackers have talked about for years:
There is no true “global silver price.”
There is:
paper silver price
and
physical silver availability.
Most of the time they move together.
Sometimes they don’t.
This is exactly what many stackers have talked about for years:
There is no true “global silver price.”
There is:
paper silver price
and
physical silver availability.
Most of the time they move together.
Sometimes they don’t.
6/
And India is not some tiny market.
It is one of the world’s largest physical silver importers.
If regional premiums begin appearing there…
the market is telling you something about real-world supply stress.
And India is not some tiny market.
It is one of the world’s largest physical silver importers.
If regional premiums begin appearing there…
the market is telling you something about real-world supply stress.
7/
Another fascinating detail:
Industry participants themselves admitted in the article that:
“global fundamentals for the metal remain bullish.”
Not stackers
Not silver Twitter
Industry participants
Another fascinating detail:
Industry participants themselves admitted in the article that:
“global fundamentals for the metal remain bullish.”
Not stackers
Not silver Twitter
Industry participants
8/
This is where things get interesting historically.
When governments begin restricting the FLOW of a commodity instead of merely taxing it…
they are quietly treating it as strategically important.
Silver may not officially be monetary anymore…
but the system is starting to behave differently around it.
This is where things get interesting historically.
When governments begin restricting the FLOW of a commodity instead of merely taxing it…
they are quietly treating it as strategically important.
Silver may not officially be monetary anymore…
but the system is starting to behave differently around it.
9/
And remember:
This is happening BEFORE a true retail mania.
Most people still:
ignore silver,
trust paper assets,
or believe spot price = physical reality.
Yet the cracks are already appearing.
And remember:
This is happening BEFORE a true retail mania.
Most people still:
ignore silver,
trust paper assets,
or believe spot price = physical reality.
Yet the cracks are already appearing.
10/
The most bullish part?Physical silver may be starting to establish its own regional price discovery independent from COMEX paper pricing.
If that trend spreads…stackers already know what comes next.
😏🥈#SilverStackers #SilverSqueeze #PreciousMetals #DrainTheVaults #SilverApes
The most bullish part?Physical silver may be starting to establish its own regional price discovery independent from COMEX paper pricing.
If that trend spreads…stackers already know what comes next.
😏🥈#SilverStackers #SilverSqueeze #PreciousMetals #DrainTheVaults #SilverApes
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