GOLD: Russia Plans to Ban Exports in 2026 – Palladium Playbook Repeats and Offer Shock Iminent

[Igor Pereira]

The geopolitical board of precious metals has just undergone an aggressive movement that promises to redefine the global supply dynamics. Reports from Moscow, corroborated by the business diary Vedomosti and statements by Deputy Prime Minister Alexander Novak indicate that Russia is preparing a radical change in its sovereign policy: the total ban on the export of refined gold bars from 2026.

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

Officially, the Kremlin binds this measure as part of a campaign to contain the leakage of capital and illicit cross-border financial flows. However, for the attentive analyst, the retention of strategic resources within national borders signals a preparation for even greater economic isolation or a coordinated global monetary event. If this proposal becomes law — adding to the existing ban on the export of scrap from precious metals by May 2026 — the global market will suddenly lose access to one of the world's largest gold producers.

The Palladium Lesson: Putin Knows How to Shake the Market

We should not underestimate Vladimir Putin's strategic ability to use commodities as weapons of economic warfare. The market has seen this movie before. In the 2000s, Russia implemented an identical strategy with the Palladium, restricting the offer to create a squeeze brutal that caused the prices to explode, forcing the global industry to kneel. The ad on gold follows the same tactical dossier. By announcing the intention now for 2026, Russia creates immediate uncertainty and prepares the ground to remove tons of physical metal from the international market, redirecting this production entirely to domestic reserves or selected strategic partners, away from the open markets of London (LBMA) or New York (COMEX).

The BRICS Axis and the Great Event of 2026

When we connected this news with China’s recent movements — which stopped exporting gold via the Central Bank and removed its own metal from the SHFE (Shanghai Futures Exchange) market — the image becomes clear and alarming. They are not isolated actions; there seems to be coordination between BRICS powers to drain the physical liquidity of the West before 2026. The combination of Russian supply restriction and Chinese insatiable demand suggests that "something very large" is being prepared for 2026 in the monetary system. We are moving towards a perfect storm scenario where physical supply disappears exactly when mistrust of fiduciary coins reaches its peak. For the gold investor, this means that the supply shock is not a theory, it is a state policy in progress.

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