COMEX PAPER CRISIS COULD END THE OLD SILVER MARKET FOREVER $ORCA $RPL $OGN

The COMEX silver futures market faces growing delivery pressures with low registered stocks and high open interest. While nothing is certain yet, experts warn this could trigger a major shift where big buyers abandon the exchange entirely.

THE POTENTIAL DEATH OF PAPER PRICING

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If COMEX can't deliver physical metal, trust in the system could collapse quickly.

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A rule change to forced cash settlement may happen under extreme pressure.

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That single move could expose the entire setup as "just dumb paper" with no real backing.

INDUSTRIES MAY GO DIRECT TO MINERS

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Mine CEOs have reported hearing from major buyers interested in off-market deals.

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These inquiries could involve thousands or even hundreds of thousands of ounces per month.

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There are already rumors of buyers willing to pay a premium of 20% – or possibly even more – on top of the spot price for guaranteed physical delivery.

A PARALLEL PHYSICAL MARKET COULD EMERGE

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Large users like Tesla, Toyota, BYD, or high-tech firms may decide to skip COMEX completely.

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They could negotiate straight with producers and refiners instead - (already happened with Samsung!)

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This shadow market might grow rapidly and start setting prices based on actual scarcity rather than paper trades.

WHY THIS SCENARIO COULD CHANGE EVERYTHING

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The official spot price may remain suppressed for a while longer.

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But real transactions at big premiums could become the true benchmark over time.

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The wider the gap grows between paper and physical, the faster industries might move away from the old system.

THE PRICE DISCOVERY SHIFT THAT MAY FOLLOW

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Industrial demand stays strong and cannot be ignored.

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If major players consistently pay well above spot for secure metal, that level could become the new reality.

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Miners might see better economics, encouraging more production in the long run.