The new Chinese silver export control policy is very real and far from insignificant.

 

The official announcement from China’s Ministry of Commerce (MOFCOM) may appear somewhat technical or understated, likely to avoid immediate international backlash; but it effectively tightens oversight by requiring government licenses and limiting exports primarily to a select list of 44 approved large-scale companies for 2026–2027. This elevates silver to strategic material status (similar to rare earths), with requirements like minimum annual production capacity (e.g., 80 tons) and substantial credit lines, sidelining smaller and mid-tier exporters.

U.S. mainstream media and certain bullion bank “affiliates” have downplayed or misrepresented the policy’s impact, framing it as routine or negligible. That’s actually beneficial for those paying close attention. Our edge in this high-stakes battle comes from seeing through the noise and understanding the real supply dynamics at play.

This is mortal combat in the precious metals arena: China’s dominance in refined silver production (60–70% of global supply) means these restrictions are already contributing to physical tightness, surging premiums, and upward pressure on prices amid persistent global deficits and booming industrial demand (solar, EVs, electronics, AI hardware, military). 

Knowledge is power here—stay sharp.