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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 464.71

+1.5%

Jan 26 4:00 PM EST

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To: TobagoJack who wrote (218811)	12/30/2025 5:16:24 AM
From: carranza2	Read Replies (4) of 219783

What this does not consider at all is China’s role as a processor. It is called “toll processing” under which the owner of the ore is charged a processing fee but retains ownership of the ultimate metal. China cannot prohibit the export of silver it does not own. If the new licensing scheme does so, it will negatively China’s processing industry, and drive it elsewhere. The ore owner can of course sell the processed metal to a Chinese entity but the entity will pay higher Shanghai prices. Or higher until the individual Chinese buyer gets slammed (again) in a correction and stops buying silver at which time prices will really plummet. More BS, more happy talk. Any analysis that doesn’t take toll processing into account (like yours) is seriously flawed, as is the analogy to rare earths. Choke point? Lololissimo! I’ll keep my physical until my son inherits it. Lots and lots of BS surrounds silver though I’m happy to see higher prices. But speculate? That’s for greedheads, idiots, and dreamers, I.e., future bankrupts.

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