Gold and Silver South Korea Buy $76 Billions in GER; India Want 2,000 more tons – Is China Behind the CME Collapse?

[Igor Pereira]

Good night, traders and members. Premium.

New explosive reports connect the points of mystery that has haunted the metal market. The unexplained drainage of Shanghai stocks and the technical collapse of the CME last Friday are not isolated events. They're part of a sovereign race coordinated by physical metal.

By Igor Pereira, Financial Market Analyst, Junior Member WallStreet NYSE

South Korea and India are running massive buying movements, and China can be the conductor – and the big hidden buyer – behind everything.

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1. South Korea: Buying $76 Billions in Shanghai

• The Report: South Korea negotiated a direct order of $76 BILLIONS in Gold and Silver with Shanghai Gold Exchange (SGE).

• The Explanation: This perfectly explains the fall of more than 1,000 tonnes in the silver stocks of Shanghai in the last three months. The metal did not "disappear"; it was transferred to an Asian strategic ally.

• Meaning: South Korea, a traditional US ally, is diversifying its reserves massively out of the dollar and into China's metal ecosystem. It's a seismic geopolitical change.

2. India: The Hunger Continues (Another 2,000 Tons)

• The Demand: India is "expected to request 2,000 tons more silver before the end of 2025."

• The Context: This is added to the Indian decision to collateralize the silver, which we have already discussed. India is draining the physical market to sustain its new monetary and industrial policy.

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3. The Mystery of the CME: Was it China?

The million dollar question (or, rather, 12,400 tons): Who broke the CME on Friday?

• The Thesis: With South Korea and India draining the physical market via Shanghai and London, China may have used a proxy to demand the 12,400 tonnes Comex.

• The Reason: If Shanghai is running out of metal (due to sales to Korea), China needs to refuel. The only remaining source of "visible touch" (though false) was COMEX.

• Checkmate: In demanding physical delivery in New York, China (or its proxy) exposed the insolvency of the American stock exchange. They forced the West to admit they don't have the metal.

We're seeing one. generational wealth transfer From the West to the East.

1. South Korea buys at GER.

2. India buys in London and Shanghai.

3. China, to cover its sales and increase its reserves, attacks COMEX.

The result is a synchronised global squeeze. The physical metal is flowing into Asia, and the paper market of the West is being left with empty promises.

Premium Members: This confirms that the price of paper is irrelevant. Physical possession is everything.

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