zaterdag 10 januari 2026

SHFE gold Vs. China gold ETF

SHFE gold inventory is correlated to China gold ETF inventory. Both are rising but are still a very small percentage of global inventory. It is a new rising trend. 


zaterdag 3 januari 2026

China silver export restrictions

As China becomes a net importer of silver again, the inventory at SHFE will rise. This rising inventory is correlated with higher silver prices.