China industrial boom and real estate bust

The new China economy. 

Fair-Sinclair Ratio Vs. Gold

Gold should be at $30K. 

Shanghai Silver Inventory Vs. Shanghai Silver Premium

What a beautifully correlated chart. As you can see here, when Shanghai inventories get depleted, stress increases in the China silver market. Silver premiums spike.

The China Gold Premium Parabola

$10K gold by January 2027. 

Inflation adjusted silver price

The peak of silver is $350/ounce. 

Silver supply and demand

Silver demand will outpace silver supply. 

Chris Weber: Silver Going To Unimaginable Levels

Silver will go to unimaginable levels. 

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. 

EV vs. Oil

EVs don't use oil. 

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.