China Just Froze Silver Deliveries & The Market Shift No One Is Ready For.
A pivotal week in metals as China tightens physical supply and key market signals start to align. This Week in the Markets This week in the markets delivered more than just volatility it delivered a signal. While traders were focused on the day-to-day swings in Gold, Silver, and the miners, the real story came out of China. Beijing effectively stopped metal deliveries on Silver, telling the market “no more outbound flow” and requiring physical metal on deposit for futures trading. That move tightens global supply instantly and shifts the leverage back to the physical market. Combine that with BRICS central-bank.