🚨 SilverSqueeze Heads to China 🇨🇳

🔥 Vince Lanci warns that China’s silver inventories are tightening as U.S. restrictions on LATAM flows reshape supply dynamics. $XAG

🎇 Despite steadier global prices, China’s physical silver market remains tight — record backwardation and decade-low exchange inventories point to strong demand for immediate delivery.

🎇 Investment bar demand and aggressive solar-sector procurement continue to drain stockpiles. Meanwhile, short sellers are paying deferral fees to avoid delivery — a clear sign of localized scarcity. $XAU

🎇 Although speculative activity has cooled ahead of Lunar New Year, structural supply constraints remain, keeping Shanghai spreads historically elevated. $PAXG

🎇 We see this tightening as part of a broader hemispheric shift in silver concentrate flows toward U.S. refining and banking channels — a geopolitical realignment that may be intensifying physical stress across Asian markets.