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Silver Rebounds After 9% Plunge With Export‑License Reports Keeping Volatility Elevated

Markets await official word from Beijing on reported January 1 export licensing.

Overview

  • Spot prices recovered to roughly $73 an ounce after the biggest one‑day drop in over five years, retreating from a record near $84 reached Monday, according to Reuters.
  • CME/Comex increased margin requirements on some silver futures, prompting traders to trim positions and reinforcing the pullback, NDTV reported.
  • Social‑media posts claimed China will require government licenses for silver exports starting Jan. 1, 2026, a development not confirmed by Chinese authorities, per InvestingLive.
  • Elon Musk cautioned that restricting exports is “not good,” noting silver’s critical role in electronics, EVs and renewable energy, as reported by Benzinga.
  • Despite the setback, silver is still up about 150% in 2025, supported by tight inventories, strong ETF and central‑bank demand, and Fed rate cuts, Reuters and InvestingLive reported.