Silver Trading Above $78 In China, The World Is Running Out Of Silver..."It's Still Not A Squeeze, It's Accumulation With A Deadline" - Global Quantitative Easing Is A Race To The Bottom And Suggest Gold And Silver Are Just Getting Started

Looks like silver is headed to $78 very soon.

• China’s premium is the tractor beam. 

  • SGE/SHFE printing $78–$80 is a price gap the West usually closes—Asia buys the dips, New York chases.

• Mild backwardation =

  • “want it now.” 

  • Spot Silver > Silver Futures = tight nearby metal, typically bullish into the next few sessions.

• Flow fuel: 

  • Heavy SLV call OI above spot + COMEX draws = dealers short gamma → buy up the ladder as price rises.

• Near path: 

  • $72 holds → $75 squeeze pocket → $78 tag (China parity).

  • If $72 fails on a close, momentum cools.

Not a squeeze—a countdown.

• A squeeze is shorts panic-buying.

  • This move smells different: sovereigns/industrials/ETFs are methodically lifting offers for metal they must secure.

  • Deadline: 

    • (March will likely be a big month) delivery windows, export curbs, year-end balance sheets, and contract expiries force buying by set dates, not “if/when.”

• Tells: 

  • persistent Asia premiums, recurring backwardation/lease-rate spikes, COMEX draws, and stair-step rallies (not blow-off wicks) = planned accumulation, not a short-covering puke.

• Translation:

  • clock is ticking, metal is finite. 

  • Price grinds up as big hands fill quotas—then jumps when latecomers realize they’re bidding into empty shelves.

Why “we’re running out of silver” isn’t hyperbole

• Five straight years of deficits: 

  • we’re burning more ounces than we’re mining. That’s math, not mood.

• Inelastic supply: 

  • ~⅔ of silver comes as by-product from gold/copper/lead/zinc mines.

  • You can’t ramp silver without ramping those metals.

• Dormant monetary bid waking up: 

  • after 54 years of near-zero monetary demand, silver is being re-monetized as the global debt supercycle creaks.

• Collateral squeeze meets commodity supercycle: 

  • sovereigns/industrials/ETFs are stocking up at the same time that capex has been starved.

• Result: thin tradable float + deadline buyers = air pockets higher.

Call it what it is: scarce collateral entering a melt-up regime.

Here’s what that candle is whisper-shouting:

• Too many straws, one milkshake. 

  • Five years running, the world sips more silver than it produces.

  • The glass was already low.

• You can’t crank a by-product. 

  • Two-thirds of supply rides on gold/copper/lead/zinc mines.

  • No “turn up the silver” knob exists.

• Half a century of ignoring the vault. 

  • We benched a monetary metal for 54 years—then the debt machine made everyone scramble for hard collateral at once.

• Re-monetization meets resource cycle. 

  • Governments, manufacturers, and funds are all reaching for a toy-sized float at the same time.

Read between the lines: when demand goes vertical and supply can’t bend, price doesn’t walk higher—it teleports.

Correction: that vertical candle isn’t the 4th-largest asset—it’s the 3rd.
Silver just leapfrogged Apple.

It’s the most electrically conductive metal on the planet.

It’s just. Getting. Started.

The money printers are back on—and they’re synchronized.

In a hyper-interconnected global economy, competitive debasement is a race to the bottom that pushes real, unprintable collateral to the top.

That’s why the eventual levels for gold and silver will shock people: the debt super-cycle is just starting its finale, and the pressure release valves are already hissing.

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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.