Has the world woken up late? While everyone focuses on gold, behind the scenes, silent geopolitical moves are turning silver into an economic weapon. Here's how China is reshaping the wealth map.

China Changes the Rules of the Game: From Quotas to Licenses
In a surprising move for 2026-2027, China's Ministry of Commerce has shifted silver from the traditional "export quota" system to a strict licensing regime. This is not just an administrative change; it’s an official declaration that silver has become a "strategic resource" on par with tungsten and antimony.
Why now? The answer is simple: China's silver stocks are depleting. The Chinese government recognizes that future industries (solar panels, electric vehicles, and AI chips) cannot operate without silver. Therefore, the current priority is "domestic industry first."
The 5-Gram Puzzle: Is There a Hidden "Coordination"?
China has allowed individuals to purchase only 100 yuan worth of silver (LOF) per day.
In other words: you are permitted to own only 5 grams of silver daily.
Price increases have also been observed as the Chicago Mercantile Exchange raised silver margin requirements to an unprecedented level—three times higher—meaning traders must deposit more collateral to maintain their futures contracts.
These strict restrictions, along with similar moves in Western markets, raise a fundamental question: Is there an "unofficial Chinese-American" coordination to control prices and prevent a spike?
The "Short Positions" Trap: Investors in Disbelief
The market is currently experiencing panic among those betting on falling prices:
Mass Exodus: Commercial sell contracts dropped from 82,000 to just 28,000.
Forced Covering: The sharp rise forced investors to buy silver to cover losses, pushing prices higher in a vicious cycle.
Market Shock: The net position of investors in silver futures is approaching its lowest levels, indicating that the recent movement surprised everyone without exception.
"Liquidation" of Silver: India and Russia Join the Race
China is not acting alone; the geopolitical scene is boiling:
India: Allowed citizens to borrow against their silver jewelry up to 90%, encouraging people to hold onto the metal rather than sell it.
Russia: Officially began adding silver to the "State Reserve Fund" alongside gold.
Forecasts: Will we see silver at $300?
The news that shook the financial circles is the report by "Michael Wydmer" (Head of Metals Research at Bank of America), which set a forecast range between $135 and $309 per ounce.
After a 175% increase in 2025, momentum does not seem to stop in 2026. Silver is no longer the "poor man's gold"; it has become the "new tech oil."
Do you think China will take the next step and turn silver into an official "currency"?