Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: bull_dozer who wrote (218461)	12/14/2025 6:23:00 PM
From: TobagoJack	3 Recommendations Recommended By Arran Yuan Julius Wong Tobias Ekman Read Replies (1) \| Respond to of 218647

re <<Samsung Just Dropped A "Silver Bomb" \| The New Battery Tech That Breaks Global Supply>> let us see we get an opportunity to top-up before the more sincere ramp thehindubusinessline.com Silver may soar further as China curbs exports from January 1 Companies in the Communists-ruled nation have to get licences; India imported over 2,600 tonnes of silver in September-October By Subramani Ra Mancombu Updated - December 14, 2025 at 09:46 PM. \| Chennai The new policy, which will be in force in 2027 too, requires Chinese companies to get licences to export silver. The already stressed global silver market could be under further pressure from January 2026 as China has announced curbs on the export of the precious metal. The new policy, which will be in force in 2027 too, requires Chinese companies to get licences to export silver. In another development, which points to high demand for physical silver, India imported over 2,600 tonnes of the precious metal during September-October, with 1,715 tonnes entering the country in October alone. Protecting national resourcesTrade experts say the Chinese policy will allow only large, state-approved firms that produce at least 80 tonnes of silver per year to qualify for the licenses. The policy, aimed at protecting “national resources”, will prevent smaller exporters from shipping the precious metal. According to the Silver Academy, which makes people aware of the precious metal’s role, China is the second-largest silver miner in the world. It supplies 60–70 per cent of the white precious metal in the global market. It said Beijing’s objective of the new policy could be to preserve silver for its industries such as solar panels and electronics, besides pushing up global silver prices and creating leverage over countries that depend on Chinese silver. It could also use the precious metal as a geopolitical tool, similar to rare earth export limits, to put pressure on other countries.? JP Morgan takes controlThe Academy warned that the controls will tighten the global silver market, which has already been in deficit for several years. The supply shortfall is projected at 2,500-plus tonnes annually. “With less Chinese silver available, the global deficit could widen to 5,000-plus tonnes per year, pushing prices sharply higher,” it said. In another crucial development, US multinational financial services firm JP Morgan closed its silver short positions on CME, running to 200 million ounces (6,750 tonnes) between June and October. It accumulated 750 million ounces (23,437 tonnes) ?of physical silver. The situation comes at a time when the Royal Mint of Canada and the US have run out of silver coins and bars. Meanwhile, the UK and Hong Kong turned into the biggest shippers of silver to India in September and October. The UK supplied a little over 1,000 tonnes, and Hong Kong over 880 tonnes during the period. Switzerland supplied 225 tonnes of silver, and the UAE over 140 tonnes. 3 reasons for the surgeImports from Hong Kong are suspected to be silver leased by the London Bullion Merchants Association from China and shipped to India. After soaring past $64 an ounce, silver ended at $62 during the weekend. Silver futures maturing in March ended at the same level. In India, silver March futures on MCX ended at ?1,92,615 a kg. Silver has gained nearly 115 per cent so far this year, against gold’s 64 per cent rise. Only Cobalt, which has increased by 117 per cent this year, has gained more. Silver has surged on physical deficit, demand from the green energy sector and geopolitical crisis.