China’s Silver Export Licensing Mandate Expands Global Supply Amid Rising Industrial Demand – Blockonomi

TLDR: China controls 60-70% of silver traded globally and most exporters are not eligible for new licenses Shanghai silver reached $85 an ounce, creating a $5 premium over U.S. markets on supply concerns Silver demand increased by 175% in 2025 thanks to solar panels, electric vehicles, AI data centers and semiconductors Global shortages exceeded 200 […]

Is the 150% silver rally fueled by fear, or is there a real supply contraction?

Silver prices have risen more than 150% in 2025, breaking multi-year highs and crossing the $75 per ounce mark. Unlike typical safe-haven rallies driven by risk aversion, this move is shaped by tangible physical market dynamics.The underlying driver appears to be a continued supply contraction rather than speculative euphoria. Multiple structural factors have converged in […]