ANALISTA Igor Pereira Posted December 23, 2025 ANALISTA Report Share Posted December 23, 2025 Something is fundamentally wrong – or about to break – in the China Silver market. While the West sleeps, the only Chinese Silver ETF is emitting panic signals that we haven't seen in decades. By Igor Pereira Financial Market Analyst The fund, which invests exclusively in silver, has just issued its fifth risk warning only this month. The motive? The ETF is being negotiated with an absurd award of 12% about the equity value. Below, I explain why this is the foreshadowing of a Short Squeeze global. 1. The Manager Begging: "Stop Buying" To understand the gravity: in the last 10 years, this ETF has always been negotiated near the pair (0% prize). A 12% agiom is a historical anomaly. The Situation: The ETF emitter is simply begging investors to stop buying their shares. The Reason: Usually, when there is a lot of purchase, the ETF issues new quotas buying more Silver (future or physical) to back up. If they're asking you to stop, it means They can't buy the silver they need anymore. without exploding the market or suffering massive losses. It is a clear sign of inability to process volume due to physical scarcity. 2. The Metal Race and the ICBC Signal With the Shanghai Gold Exchange (SGE) and the Shanghai Future Exchange reaching historically low stocks, the Chinese investor is trapped. Without easy access to physical metal, they are running to the ETF as the only way out, inflating the prize. But the strongest signal came from ICBC Bank. The Player: The ICBC is one of the few Market Makers of the LBMA (London Bullion Market Association). They know exactly how much gold and silver is in the vaults. The Alert: The chief economist of the ICBC publicly stated that silver will probably reach new peaks in the next two months. When a bank of this size, which operates the physical flow, makes such a statement, it is not speculation; it is a warning of flow. 3. The Mathematics of the Collapse: 178 Million vs. 38 Million The crisis extends to Comex and LBMA. Official numbers say there are 178 million ounces available. But the institutional reality is different:Compromised Silver: We know that about 140 million ounces of these "available" stocks are, in fact, not free (they are leased or committed). The Royal Float: That leaves only about 38 million ounces truly available for immediate delivery. The Danger: China may be in the process of absorbing this remnant. If this happens, high-tech industries (which depend on silver for electronics and solar panels) will face production stops. Events point to a physical supply grip (Supply Squeeze) impending. China's arbitrage move came out of the ground: they drained the silver from the West, but now they face a domestic frenzy they can't control. We're close to major disruptions in the supply chain. That's rocket fuel for the Silver price. The Game Turned: Will You Watch or Profit? You saw our precision: we anticipated the Gold movement for Christmas and now the target of $2.2xx Platinum and the Silver blast are in sight. Public analysis shows the that It happened, but only the members Premium You know when and where Get in to maximize this parabolic movement. Don't operate in the dark. Get access to the institutional panel, real-time entry levels and my personal wallet. Ensure your place in the elite market: "> CLICK HERE TO ACCESS THE PICTURE Visitante_e4209434 1 1 Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Liked! × 💬 Did you like this content? Your feedback is very important! Liked! Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Quote Link to comment Share on other sites More sharing options...
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