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Silver Market Deficit: The Jurisdictional Squeeze

Capitality Research
Capitality Research
Cover Image for Silver Market Deficit: The Jurisdictional Squeeze

Dispatched to subscribers on 26 Jun 2026.Public release scheduled for 03 Jul 2026.

As speculative paper markets discount silver on macroeconomic noise, the structural silver market deficit is quietly entering its sixth consecutive year. This deep dive explores how dwindling above-ground stockpiles and new Chinese export controls are setting the stage for a physical supply squeeze.

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This analysis is currently locked. It will be released to the public on 3 July 2026.

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Silver Market Deficit: The Jurisdictional Squeeze | Capitality