Silversqueeze
Mine Production
is shrinking
Silver Miners in Mexico
Byproduct of Zinc and Copper Mines
Silver Deficit
LBMA
Silver Refineries
Delivery Delays
Industrial Demand & Continuity
Rationning
Silver demand from Industy
Industry Buyer
Samsung
Tesla
Solar
BYD
Demand is structural
Industries
Industrial Necesseties
Batteries
Electric Vehicles Producers
Solar panels
Weapon industry
Desalination
Car Makers
5 G Antennas
Smart phones
Investor demand
India
China
Retail Investors
Silver Trading
Shanghai
LBMA
Comex death spiral force majeure millions of registered ounces are gone
Short Positions
Arbitrage Paper price vs physical is broken
market efficiency is broken
Margin requirements Margin Hikes
Vault eligible and registered Inventory is broken
Vault update massive registered outflow (that is for delivery) it is a bank run
Exponential Move
Asahi Vault is important inventory gone
JPM Vault
Banks
previous fight against l investors now they fight against industry which tries to survive
Short sellers have to cover cover cover
Lease rates are elevated
Risk Officers will use emergency measures
Price Targets
Miners
cannot increase production
byproduct of Zinc, Lead
most are in Mexico and Peru
Fundamental change
Comex to Shanghai Paper to Physical
Shanghai is setting the price
Regulators
Previous Squeezes
Hunt Brothers 1980
LTCM 1988
trying to ring fence the explosion. But here is the problem for them. They can control the paper market. They can
change the rules on the comics, but they cannot control the physical market. They cannot control Shanghai. They cannot
control the premiums at the coin shop. If they shut down the paper market or if they cap the price artificially, the
physical market will just decouple. The price in Shanghai will go to $100. The price in New York will stay at $79. And
every single ounce of silver in the West will flow east to capture the arbitrage. So, their solution creates a bigger
problem. It drains the vaults faster. They are trapped. Let's talk about the psychological warfare we are about to
see. When these meetings happen, they usually leak a narrative to the press. Expect to see headlines on Sunday
