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 map of wealth.

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 quotas" 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 reserves are depleting. The Chinese government recognizes that the industries of the future $BTC solar panels, electric vehicles, and AI chips cannot operate without silver. Therefore, the current priority is "local 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 allowed to own only 5 grams of silver daily.
Price increases have also been driven by the Chicago Mercantile Exchange raising silver margin requirements to an unprecedented level—three times higher—meaning traders must deposit more collateral to hold their futures contracts.
These strict restrictions, along with similar moves in Western markets, raise a fundamental question: Is there an unspoken "Chinese-American" coordination to control prices and prevent a blowout?
"Short Position Trap": Investors in Shock
The market is currently in a panic among those betting on falling prices:
Mass Exodus: Commercial sell contracts have 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 move 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.
Predictions: Will we see silver at $300?
The news that shook the financial circles is a report by "Michael Widmer" (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, the momentum doesn’t 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"?

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