Dec. 30 at 4:48 PM
$USAS $GORO — Physical silver is already changing hands close to
$100/oz, in China. While China is reportedly willing to pay
$25+ above Western spot to attract metal into the country. Chinese EV and solar manufacturers are locking in real supply because they can’t afford shortages — meanwhile the West is still focused on short-term paper trading and price games.
When the market is eventually forced to price in physical reality rather than paper sentiment, the re-rating in silver — and the miners — could be massive. Supply chains can only be stretched so far before the pressure shows.
