SILVER SHIELD NEW RELEASES

The Death of the Dollar series continues with CCP Silver Stop

The Chinese Communist Party's decision to impose strict export controls on silver—effective January 1, 2026—marks a deliberate escalation in resource nationalism, transforming the metal from a routine commodity into a strategic asset on par with rare earths. By requiring government licenses, high production thresholds (at least 80 tonnes annually), substantial credit lines, and limiting approvals to just 44 companies for 2026-2027, Beijing has effectively choked off a massive portion of global supply—China refines and controls roughly 60-70% of the world's tradable silver—redirecting it toward insatiable domestic demand in solar photovoltaics, electric vehicles, semiconductors, and defense technologies. This move, coming amid years of structural global deficits and already soaring prices (which rocketed over 100% in 2025 and hit record highs near $80-90/oz ahead of the policy), amplifies a supply crunch that threatens to propel spot prices toward triple digits while inflicting immediate pain on Western industries reliant on imported silver for green energy transitions and advanced manufacturing. Elon Musk himself flagged the risk, warning that "this is not good" for countless industrial processes. Globally, the restrictions weaponize China's dominance, heighten geopolitical leverage in the U.S.-China rivalry over critical minerals, force frantic diversification efforts by importers, inflate physical premiums, and accelerate the bifurcation of paper versus real metal markets—underscoring once again that in an era of great-power competition, control over essential resources like silver isn't just economics; it's raw strategic power that can starve supply chains, disrupt innovation, and reshape who wins the future.