ilmscore | China Just Broke The Silver Market

China Just Broke The Silver Market

Published: 2025-12-29
Status: Analyzed

Predictions from this Video

Total: 8
Correct: 3
Incorrect: 0
Pending: 5
Prediction
Topic
Status
Demand for silver is expected to increase over the next decade due to applications in AI, robotics, and automation.
"But over the next decade, the demand for silver is expected to go up because of all of these applications like AI and robotics and automation and everything that the government wants control over."
Silver Price Movement
Pending
There is not enough registered silver to meet demand if all traders simultaneously requested physical delivery.
"And that means if every trader who wanted physical silver wanted delivery of their silver at the same time, they would not be able to do that because less than 10% of it is available."
Silver Supply Constraint
Correct
The Chinese silver market may be driving a repricing of silver upwards in Western markets.
"It's almost like China's market is forcing the Western market to repric silver higher."
Silver Price Repricing
Pending
The speaker anticipates Bitcoin reaching $1 million.
"Or maybe when Bitcoin finally hits a million dollars, I'm not going to tweet about it, but I might be in the Oval Office shaking the president's hand or flying somewhere random on a Tuesday on my private plane."
Bitcoin Price Prediction
Pending
Beginning January 1st, China will have control over silver exports.
"And now starting on January 1st, China will get to decide whether that metal leaves or not."
China's Silver Control
Pending
70-80% of silver production is a byproduct of base metal mining, meaning silver price increases alone won't significantly boost production unless base metal mining also increases.
"Roughly 70 to 80% of silver's production comes as a byproduct of mining other things like copper, lead, and zinc. That means even if silver prices doubled, the production doesn't automatically increase unless base metal mining goes up as well."
Silver Supply Inelasticity
Correct
BRICS countries are aiming to control processing and exit points for key materials.
"Control everything, right? Control the processing, control the exit. And that's what the BRICS countries are trying to do."
China's Geopolitical Strategy
Pending
The global economic system is transitioning into a multipolar world where power and control are distributed among multiple countries, rather than being concentrated in a single reserve currency issuer.
"a world where it's not just one country that gets to make all the rules and control the world reserve currency."
Multipolar World
Correct