Overview
- Social‑media posts shared by Jesse Peltan cite Bull Theory saying China would require export licenses for silver starting Jan. 1, 2026.
- Chinese authorities have not confirmed the licensing move, leaving the report unverified.
- Spot silver touched about $79.16 per ounce after a roughly 10% jump, setting a new all‑time high.
- Musk responded, calling the development "not good" and noting silver’s role in many industrial processes.
- Analysts quoted by Benzinga say tight physical markets and a structural supply crunch could drive further gains and disrupt supply chains for electronics, medicine, and renewable energy.