COMEX On Pace To Be Out Of Silver By March, Shanghai Silver Premium Still Surging While Inventories Are Not Refilling, M2 Adjusted Silver Is $744

Prepare for pain and parabolas.
The biggest bull markets will be untradeable for most — filled with volatility designed to throw you off.

As @TheMarketSniper warned: silver’s surge will shock even the bulls into premature selling.

Western traders, still operating on broken models, may miss it.

The COMEX is breaking.
We just witnessed over 9,000 COMEX silver contracts settled physically in January — that’s ~46 million ounces.

The delivery rate has gone parabolic.

At this trajectory, COMEX will be physically exhausted by March. 

If arbitrage were possible, the spread between the COMEX and Shanghai would have closed long ago.

It hasn’t. Why?

The Shanghai premium isn’t just a glitch — it’s the real price.
Silver’s premium in Shanghai has now exploded to 14% over London, with China’s SHFE silver trading $15 higher than LBMA.

China is the world’s largest physical silver consumer.

Their price reflects real-world demand, not derivative-fueled paper games.

Inventories are collapsing. And no one can refill them fast enough.
Shanghai silver inventories have cratered.

Five years of global deficits are finally bleeding through — you cannot fake physical shortage.

And unlike oil, silver cannot be “tapped” on short notice.

Mines can take 7–10 years to bring online.

The supply elasticity of silver is LOW.

No amount of capital can solve this short-term.

China’s SHFE silver inventories have been collapsing to multi-year lows.

That’s not just a data point — it’s a stress fracture.

This isn’t hedge fund positioning.

It’s actual physical depletion.

And China is the world’s largest industrial consumer of silver (solar, electronics, EVs, etc).

They are tapping every available ounce — and still can’t get enough.

The price is screaming higher in Shanghai, and the vaults are emptying…

Monetary revaluation is no longer a fringe theory — it's a mathematical necessity.

The M2-adjusted silver chart ($744) isn’t hype.

It’s a mirror reflecting how mispriced everything is due to decades of cheap credit.

When the global debt super-cycle hits its final wall — when fiat dilution can no longer be hidden — real assets will be repriced not by narrative, but by monetary mass.

Why I Use HardAssets Alliance

HardAssets Alliance provides:

• 100% insurance of metals for market value

• Institutional-grade daily audits and security

• Best pricing — live bids from global wholesalers

• Fully allocated metal — in your name, your bars

• Delivery anytime or vault-secured across 5 global hubs

Luke Lovett
Cell: 704.497.7324
Undervalued Assets | Sovereign Signal
Email: [email protected]

Disclaimer:
This content is for educational purposes only—not financial, legal, tax, or investment advice. I’m not a licensed advisor, and nothing herein should be relied upon to make investment decisions. Markets change fast. While accuracy is the goal, no guarantees are made. Past performance ≠ future results. Some insights paraphrase third-party experts for commentary—without endorsement or affiliation. Always do your own research and consult a licensed professional before investing. I do not sell metals, process transactions, or hold funds. All orders go directly through licensed dealers.