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.