Author argues silver will not have a steep correction because Chinese export restrictions and rising AI/EV/solar demand are tightening physical supply.
Unpriced research observations (excluded from Calls and Returns):
XAGUSD — LONG Author argues silver is unlikely to steeply correct because China's new export licensing controls constrain supply while industrial demand from AI data centers, EVs, and solar is at all-time highs. The claimed mechanism is a physical silver shortage as China treats silver as a strategic asset and no major new silver mines come online until 2028. The author acknowledges a correction/rug pull is possible but dismisses it as the main scenario. Exact non-equity contract requires separate historical validation; no generic proxy.
common sense says the supply has been affected while demand is at all time highs.