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Global Silver Battle Erupts as China Chokes Supply Chains | Alasdair Macleod

Liberty and Finance Jun 4, 2026

Summary

Macleod argues China is aggressively accumulating physical silver and critical materials, creating a widening disconnect between physical metal availability and exchange pricing.

Rising industrial demand combined with constrained supply chains and shifting export behaviors are intensifying pressure across silver, copper, and energy-related commodity markets.

Foreign investors are gradually exiting US financial assets as fiat confidence weakens, which Macleod believes drives long-term demand for gold and silver as alternative stores of value.