MAJOR SILVER DISCREPANCY ALERT: Shanghai $XAG at $128/oz🚀
While global silver prices trade lower, Shanghai’s physically delivered silver has surged to ~$128/oz — a significant premium that tells a deeper story.
Why the gap?
🇨🇳 Massive Physical Demand in China: China is the world’s largest silver consumer, with industrial usage soaring in solar panels (PV), electronics, batteries, and 5G/tech manufacturing.
🏭 Immediate Delivery Demand: This isn’t paper trading—this is physical metal needed now, creating local scarcity and driving prices higher on the Shanghai exchange.
What this signals:
When physical demand outpaces supply, price dislocations like this occur. It often reflects strong underlying fundamentals that can foreshadow broader market moves.
The big question:
Do you think #Silver #IRON #SouthKoreaSeizedBTCLoss #ClawdbotTakesSiliconValley #Mag7Earnings $XAG
