China's Silver Export Curbs to Skyrocket Global Prices by 2026, India to Face Impact

• China will impose silver export restrictions from January 2026, requiring special licenses, which is expected to reduce global supply.
• As the second-largest silver producer, China supplies 60-70% of the global market, making this policy highly impactful on global prices and countries like India.
• The new policy aims to protect national resources, allowing only large, government-recognized companies to export, potentially using silver as a geopolitical tool.
• JP Morgan has accumulated 23,437 tonnes of physical silver, further tightening the market amidst an estimated annual supply deficit of over 2,500 tonnes.
• Rising silver prices are attributed to physical supply shortages, increased demand from the green energy sector, and global geopolitical crises.

Why It Matters: China's silver export restrictions will drastically reduce global supply, leading to soaring prices worldwide.