EPISODE · Dec 27, 2025 · 1 MIN
**Silver Reckoning: The US is Squeezing China Out
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comContents* China’s Five-Year Offtake Strategy* The U.S. Response Begins at the Refinery Level* The Significance of Vanishing Hedges* China’s Bid for Finished Metal* Section 232 and the Mechanics of Price Before Policy* Silver’s Role as Brics Collateral * A Hemispheric Realignment* Conclusion* CHINA SILVER PRICE IS GLOBAL PRICE NOWFollow up analysis to the podcast with Eric Yeung yesterday
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**Silver Reckoning: The US is Squeezing China Out
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