Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·6 t sitten · MuokattuA Real Squeeze In April 2026, the most talked-about player with a massive short position in silver on the Shanghai Futures Exchange (SHFE) is the Chinese billionaire Bian Ximing. Here are the details about the situation: Bian Ximing's position: He is said to have built up the largest net short position on the exchange, estimated at around 450 tonnes of silver (equivalent to approx. 30,000 contracts). At the beginning of February 2026, this position had an unrealized gain of almost 300 million dollars after a sharp price drop. Zhongcai Futures: Bian largely operates through the brokerage firm Zhongcai Futures, which has significantly increased its short positions in line with silver price fluctuations. Regulatory measures: Due to extreme volatility and "speculative mania", the exchange has introduced strict measures. This includes increased margin requirements (up to 22% for general positions) and restrictions on accounts that violate trading limits. Squeeze risk: Despite the price drop earlier this year, a persistent "silver squeeze" is reported in China due to low physical inventories at SHFE. This creates risk for short sellers if the price were to suddenly turn sharply upwards again, as there is little physical metal available for delivery. Market manipulation: In February 2026, SHFE suspended trading access for 16 clients divided into three groups who were suspected of concealing real ownership and manipulating the market through abnormal trading behavior There is no fixed date for when he must buy back, but he is pressured by three factors that determine the timing: Contract Expiry (Delivery Dates): Futures contracts have specific expiry dates. Most contracts for April 2026 on the Shanghai Futures Exchange (SHFE) have their last trading day and settlement at the end of the month (typically around April 25-30). If he holds positions in May or June contracts, he has more time. Margin Requirements and Forced Sale: SHFE has recently raised margin requirements for silver to 22% for general positions. If the silver price rises sharply (a "short squeeze"), he must either inject enormous sums of cash or be forced by the exchange to buy back (liquidate) the position to cover the loss. Physical Delivery Obligation: Since he has a short position, he has technically sold silver he does not own. Upon expiry of a contract, he must either: Roll the position: Close the April contract and open a new one for May/June (this costs money). Deliver physical silver: He must procure 450 tonnes of silver physically, which is very difficult now due to low inventories in Shanghai. Bian Ximing has so far shown great "firm conviction" and held onto the position even during sharp fluctuations in February. Nevertheless, he is vulnerable if Chinese prices continue to remain far above the world market, as this makes it expensive to hold the position over time.- ·6 t sitten · MuokattuBREAKING BEWS ( dont Shoot the Messenger) New suspensions and trading halts related to the Shanghai silver market have currently (as of April 15, 2026) been reported: UBS SDIC Silver Futures Fund (161226): This fund was suspended from market opening today, April 15, 2026, until 10:30 local time. Such short suspensions have occurred repeatedly during March and April to protect investors against extreme price volatility and high premiums (the fund has previously traded with up to a 60% premium over the underlying silver contracts). Shanghai Futures Exchange (SHFE): A significant trading halt for silver futures has been reported, effective from Thursday morning (April 16, 2026). The background is reports of record-low inventory levels (663 tons, the lowest in 21 months) and a large price difference (premium) of $9–$13 over Western markets like COMEX. Regulatory measures: Authorities have also introduced stricter rules for the delivery of physical silver. From the end of February 2026, only approved industrial players with hedging quotas will be allocated physical silver upon contract expiry. Summary for April: Yes, there are active suspensions and restrictions now in April 2026, specifically aimed at speculative trading and to manage the shortage of physical silver in China. https://www.binance.com/en/square/post/01-29-2026-ubs-sdic-60-35750036847954
·6 t sittenYou are extrapolating something that is not included in the binance link you shared here 🤷♂️ - ·7 t sitten · MuokattuBREAKING NEWS Shanghai Silver Exchange suspends all trading tomorrow, indefinitely. Rumors say it is to prevent abnormal market movements. It is being done to protect Chinese interests, as they have an enormous need for physical silver. There are also rumors that an American has a short position that is larger than the inventory at Shanghai Silver Exchange. It must be covered..then it's empty and more than that. Now Asia must trade silver at Comex This will have global consequences ( Comex )
·5 t sitten · MuokattuAsked a thinking Gemini about what's happening with Shanghai Silver and inventory development... ----- The situation in the Chinese silver market, specified to the Shanghai Futures Exchange (SHFE) and Shanghai Gold Exchange (SGE), is in April 2026 characterized by extreme volatility and dramatic events. Here is an overview of what is happening right now and what the inventory development looks like: 1. Trading halt and dramatic measures (April 2026) The most striking thing right now is that the Shanghai Futures Exchange (SHFE) has issued a notice of immediate trading halt for all silver contracts from Thursday morning, April 16, 2026. • Cause: Extreme price movements and concern for market stability. • Consequence: This is seen as an attempt to "cool down" a market that is about to run wild. It is expected that when trading resumes, it will be with much stricter margin requirements and daily price limits, which could drastically reduce trading volume. 2. Development of silver inventories Inventory levels in Shanghai have been under strong pressure throughout 2026: • Inventory situation on SHFE: As of April 14, 2026, inventories were reported at approx. 492 tonnes. Although this is a small increase from the previous days, it is historically very low. In comparison, inventories were over 3,000 tonnes in 2021. • "Drainage" of physical silver: We see a clear trend where physical silver is being withdrawn from official exchanges to cover industrial demand. China's silver imports reached record highs at the start of 2026 (over 790 tonnes in January and February alone), indicating that they are sweeping the global market to meet their own needs. 3. "Shanghai premium" and price differences An enormous price gap has emerged between East and West, often called "The Shanghai Squeeze": • Price divergence: In mid-April, silver was traded for around $80 per ounce in Shanghai, while the price in New York (COMEX) and London was significantly lower, around $72–$74. • Arbitrage barriers: Normally, traders would buy cheap in the West and sell expensive in the East, but new export restrictions introduced by China on January 1, 2026, make this very difficult. China is now holding onto its own silver. 4. Why is this happening? (Main drivers) • Solar cell industry: China controls over 80 % of the world's solar cell production. Modern solar cells require large quantities of silver paste, and this demand is "unstoppable" regardless of price fluctuations. • New export rules: From 2026, China has limited silver exports to only 44 authorized companies. This has choked off the supply of silver in the global market and locked the metal within the Chinese ecosystem. • Investment appetite: Chinese investors have largely moved capital from a shaky real estate market to precious metals like gold and silver, which has intensified pressure on the Shanghai exchanges. In summary: The Shanghai exchanges are currently the epicenter of a global repricing of silver. Inventories are low, demand from green industry is at a record high, and the Chinese authorities have now pulled the emergency brake by halting trading to prevent a complete system collapse. Do you think Western exchanges (like COMEX) will be forced to follow the prices in Shanghai, or will we see a permanent bifurcation of the silver market? 
·11 t sitten · Muokattu🪙 Silver: an asymmetric trade in a geopolitical macro storm Silver is currently trading around 80 after a sharp correction from peak levels near 100. Many interpret this as a top formation, but it is too early to conclude that. The technical picture is still constructive. Silver is moving within a rising trend channel in the medium term with a structure of higher highs and higher lows. As long as the area around 75 to 80 holds, this appears to be a classic correction within an ongoing uptrend. Only with a clear break down through this level will we get a real signal of a regime change. The macro picture simultaneously supports the case. Geopolitical risk related to the Strait of Hormuz and Bab al-Mandab keeps energy markets tight and contributes to persistent inflationary pressure. This affects real interest rates, which are a central driver for precious metals. At the same time, silver is more cyclical than gold because a significant portion of demand is industrial. This means the price is pulled in two directions simultaneously, which explains the high volatility we are seeing now. Fundamentally, the market is tight. According to Reuters, the silver market is in a structural deficit for the sixth consecutive year, which is inherently supportive of prices. At the same time, parts of industrial demand are weakening in line with more uncertain global growth. This creates a market where price movements become more brutal than normal, with rapid shifts between inflation-driven rallies and growth-fear-driven declines. The forecast picture reflects this uncertainty. J.P. Morgan estimates an average level around 80 dollars for 2026, but the range of estimates is wide. The outcome largely depends on the balance between inflation and interest rates. When inflation and geopolitical risk dominate, silver tends to rise sharply. When interest rate expectations and a strong dollar take over, the price is pushed down. This makes silver an asymmetric trade. The downside is relatively defined as long as the trend channel is only broken by a clear fall below the support levels. The upside, however, is open if we get a new impulse driven by geopolitics and inflation. Historically, silver moves more aggressively than gold in both directions, making timing and risk management crucial. The conclusion is therefore simple in form, but demanding in practice. Silver is not necessarily at its peak, but it is also not a low-risk point. As long as the trend channel holds, the main picture is bullish. If it breaks, the entire case changes character quickly. Bullish as long as the trend channel holds. - Sources Reuters 15. april 2026 https://www.reuters.com/legal/transactional/silver-faces-sixth-year-deficit-with-stock-drawdown-raising-squeeze-risks-2026-04-15/ Reuters 13. april 2026 https://www.reuters.com/world/india/gold-falls-stronger-dollar-fading-fed-rate-cut-hopes-2026-04-13/ J.P. Morgan Commodities Research https://www.jpmorgan.com/insights/global-research/commodities/silver-prices ING Think https://think.ing.com/articles/silver-volatility-in-2026/ Capital.com https://capital.com/en-int/market-updates/silver-price-forecast-17-03-2026/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sitten · MuokattuA Real Squeeze In April 2026, the most talked-about player with a massive short position in silver on the Shanghai Futures Exchange (SHFE) is the Chinese billionaire Bian Ximing. Here are the details about the situation: Bian Ximing's position: He is said to have built up the largest net short position on the exchange, estimated at around 450 tonnes of silver (equivalent to approx. 30,000 contracts). At the beginning of February 2026, this position had an unrealized gain of almost 300 million dollars after a sharp price drop. Zhongcai Futures: Bian largely operates through the brokerage firm Zhongcai Futures, which has significantly increased its short positions in line with silver price fluctuations. Regulatory measures: Due to extreme volatility and "speculative mania", the exchange has introduced strict measures. This includes increased margin requirements (up to 22% for general positions) and restrictions on accounts that violate trading limits. Squeeze risk: Despite the price drop earlier this year, a persistent "silver squeeze" is reported in China due to low physical inventories at SHFE. This creates risk for short sellers if the price were to suddenly turn sharply upwards again, as there is little physical metal available for delivery. Market manipulation: In February 2026, SHFE suspended trading access for 16 clients divided into three groups who were suspected of concealing real ownership and manipulating the market through abnormal trading behavior There is no fixed date for when he must buy back, but he is pressured by three factors that determine the timing: Contract Expiry (Delivery Dates): Futures contracts have specific expiry dates. Most contracts for April 2026 on the Shanghai Futures Exchange (SHFE) have their last trading day and settlement at the end of the month (typically around April 25-30). If he holds positions in May or June contracts, he has more time. Margin Requirements and Forced Sale: SHFE has recently raised margin requirements for silver to 22% for general positions. If the silver price rises sharply (a "short squeeze"), he must either inject enormous sums of cash or be forced by the exchange to buy back (liquidate) the position to cover the loss. Physical Delivery Obligation: Since he has a short position, he has technically sold silver he does not own. Upon expiry of a contract, he must either: Roll the position: Close the April contract and open a new one for May/June (this costs money). Deliver physical silver: He must procure 450 tonnes of silver physically, which is very difficult now due to low inventories in Shanghai. Bian Ximing has so far shown great "firm conviction" and held onto the position even during sharp fluctuations in February. Nevertheless, he is vulnerable if Chinese prices continue to remain far above the world market, as this makes it expensive to hold the position over time.
- ·6 t sitten · MuokattuBREAKING BEWS ( dont Shoot the Messenger) New suspensions and trading halts related to the Shanghai silver market have currently (as of April 15, 2026) been reported: UBS SDIC Silver Futures Fund (161226): This fund was suspended from market opening today, April 15, 2026, until 10:30 local time. Such short suspensions have occurred repeatedly during March and April to protect investors against extreme price volatility and high premiums (the fund has previously traded with up to a 60% premium over the underlying silver contracts). Shanghai Futures Exchange (SHFE): A significant trading halt for silver futures has been reported, effective from Thursday morning (April 16, 2026). The background is reports of record-low inventory levels (663 tons, the lowest in 21 months) and a large price difference (premium) of $9–$13 over Western markets like COMEX. Regulatory measures: Authorities have also introduced stricter rules for the delivery of physical silver. From the end of February 2026, only approved industrial players with hedging quotas will be allocated physical silver upon contract expiry. Summary for April: Yes, there are active suspensions and restrictions now in April 2026, specifically aimed at speculative trading and to manage the shortage of physical silver in China. https://www.binance.com/en/square/post/01-29-2026-ubs-sdic-60-35750036847954·6 t sittenYou are extrapolating something that is not included in the binance link you shared here 🤷♂️
- ·7 t sitten · MuokattuBREAKING NEWS Shanghai Silver Exchange suspends all trading tomorrow, indefinitely. Rumors say it is to prevent abnormal market movements. It is being done to protect Chinese interests, as they have an enormous need for physical silver. There are also rumors that an American has a short position that is larger than the inventory at Shanghai Silver Exchange. It must be covered..then it's empty and more than that. Now Asia must trade silver at Comex This will have global consequences ( Comex )·5 t sitten · MuokattuAsked a thinking Gemini about what's happening with Shanghai Silver and inventory development... ----- The situation in the Chinese silver market, specified to the Shanghai Futures Exchange (SHFE) and Shanghai Gold Exchange (SGE), is in April 2026 characterized by extreme volatility and dramatic events. Here is an overview of what is happening right now and what the inventory development looks like: 1. Trading halt and dramatic measures (April 2026) The most striking thing right now is that the Shanghai Futures Exchange (SHFE) has issued a notice of immediate trading halt for all silver contracts from Thursday morning, April 16, 2026. • Cause: Extreme price movements and concern for market stability. • Consequence: This is seen as an attempt to "cool down" a market that is about to run wild. It is expected that when trading resumes, it will be with much stricter margin requirements and daily price limits, which could drastically reduce trading volume. 2. Development of silver inventories Inventory levels in Shanghai have been under strong pressure throughout 2026: • Inventory situation on SHFE: As of April 14, 2026, inventories were reported at approx. 492 tonnes. Although this is a small increase from the previous days, it is historically very low. In comparison, inventories were over 3,000 tonnes in 2021. • "Drainage" of physical silver: We see a clear trend where physical silver is being withdrawn from official exchanges to cover industrial demand. China's silver imports reached record highs at the start of 2026 (over 790 tonnes in January and February alone), indicating that they are sweeping the global market to meet their own needs. 3. "Shanghai premium" and price differences An enormous price gap has emerged between East and West, often called "The Shanghai Squeeze": • Price divergence: In mid-April, silver was traded for around $80 per ounce in Shanghai, while the price in New York (COMEX) and London was significantly lower, around $72–$74. • Arbitrage barriers: Normally, traders would buy cheap in the West and sell expensive in the East, but new export restrictions introduced by China on January 1, 2026, make this very difficult. China is now holding onto its own silver. 4. Why is this happening? (Main drivers) • Solar cell industry: China controls over 80 % of the world's solar cell production. Modern solar cells require large quantities of silver paste, and this demand is "unstoppable" regardless of price fluctuations. • New export rules: From 2026, China has limited silver exports to only 44 authorized companies. This has choked off the supply of silver in the global market and locked the metal within the Chinese ecosystem. • Investment appetite: Chinese investors have largely moved capital from a shaky real estate market to precious metals like gold and silver, which has intensified pressure on the Shanghai exchanges. In summary: The Shanghai exchanges are currently the epicenter of a global repricing of silver. Inventories are low, demand from green industry is at a record high, and the Chinese authorities have now pulled the emergency brake by halting trading to prevent a complete system collapse. Do you think Western exchanges (like COMEX) will be forced to follow the prices in Shanghai, or will we see a permanent bifurcation of the silver market?
- ·11 t sitten · Muokattu🪙 Silver: an asymmetric trade in a geopolitical macro storm Silver is currently trading around 80 after a sharp correction from peak levels near 100. Many interpret this as a top formation, but it is too early to conclude that. The technical picture is still constructive. Silver is moving within a rising trend channel in the medium term with a structure of higher highs and higher lows. As long as the area around 75 to 80 holds, this appears to be a classic correction within an ongoing uptrend. Only with a clear break down through this level will we get a real signal of a regime change. The macro picture simultaneously supports the case. Geopolitical risk related to the Strait of Hormuz and Bab al-Mandab keeps energy markets tight and contributes to persistent inflationary pressure. This affects real interest rates, which are a central driver for precious metals. At the same time, silver is more cyclical than gold because a significant portion of demand is industrial. This means the price is pulled in two directions simultaneously, which explains the high volatility we are seeing now. Fundamentally, the market is tight. According to Reuters, the silver market is in a structural deficit for the sixth consecutive year, which is inherently supportive of prices. At the same time, parts of industrial demand are weakening in line with more uncertain global growth. This creates a market where price movements become more brutal than normal, with rapid shifts between inflation-driven rallies and growth-fear-driven declines. The forecast picture reflects this uncertainty. J.P. Morgan estimates an average level around 80 dollars for 2026, but the range of estimates is wide. The outcome largely depends on the balance between inflation and interest rates. When inflation and geopolitical risk dominate, silver tends to rise sharply. When interest rate expectations and a strong dollar take over, the price is pushed down. This makes silver an asymmetric trade. The downside is relatively defined as long as the trend channel is only broken by a clear fall below the support levels. The upside, however, is open if we get a new impulse driven by geopolitics and inflation. Historically, silver moves more aggressively than gold in both directions, making timing and risk management crucial. The conclusion is therefore simple in form, but demanding in practice. Silver is not necessarily at its peak, but it is also not a low-risk point. As long as the trend channel holds, the main picture is bullish. If it breaks, the entire case changes character quickly. Bullish as long as the trend channel holds. - Sources Reuters 15. april 2026 https://www.reuters.com/legal/transactional/silver-faces-sixth-year-deficit-with-stock-drawdown-raising-squeeze-risks-2026-04-15/ Reuters 13. april 2026 https://www.reuters.com/world/india/gold-falls-stronger-dollar-fading-fed-rate-cut-hopes-2026-04-13/ J.P. Morgan Commodities Research https://www.jpmorgan.com/insights/global-research/commodities/silver-prices ING Think https://think.ing.com/articles/silver-volatility-in-2026/ Capital.com https://capital.com/en-int/market-updates/silver-price-forecast-17-03-2026/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sitten · MuokattuA Real Squeeze In April 2026, the most talked-about player with a massive short position in silver on the Shanghai Futures Exchange (SHFE) is the Chinese billionaire Bian Ximing. Here are the details about the situation: Bian Ximing's position: He is said to have built up the largest net short position on the exchange, estimated at around 450 tonnes of silver (equivalent to approx. 30,000 contracts). At the beginning of February 2026, this position had an unrealized gain of almost 300 million dollars after a sharp price drop. Zhongcai Futures: Bian largely operates through the brokerage firm Zhongcai Futures, which has significantly increased its short positions in line with silver price fluctuations. Regulatory measures: Due to extreme volatility and "speculative mania", the exchange has introduced strict measures. This includes increased margin requirements (up to 22% for general positions) and restrictions on accounts that violate trading limits. Squeeze risk: Despite the price drop earlier this year, a persistent "silver squeeze" is reported in China due to low physical inventories at SHFE. This creates risk for short sellers if the price were to suddenly turn sharply upwards again, as there is little physical metal available for delivery. Market manipulation: In February 2026, SHFE suspended trading access for 16 clients divided into three groups who were suspected of concealing real ownership and manipulating the market through abnormal trading behavior There is no fixed date for when he must buy back, but he is pressured by three factors that determine the timing: Contract Expiry (Delivery Dates): Futures contracts have specific expiry dates. Most contracts for April 2026 on the Shanghai Futures Exchange (SHFE) have their last trading day and settlement at the end of the month (typically around April 25-30). If he holds positions in May or June contracts, he has more time. Margin Requirements and Forced Sale: SHFE has recently raised margin requirements for silver to 22% for general positions. If the silver price rises sharply (a "short squeeze"), he must either inject enormous sums of cash or be forced by the exchange to buy back (liquidate) the position to cover the loss. Physical Delivery Obligation: Since he has a short position, he has technically sold silver he does not own. Upon expiry of a contract, he must either: Roll the position: Close the April contract and open a new one for May/June (this costs money). Deliver physical silver: He must procure 450 tonnes of silver physically, which is very difficult now due to low inventories in Shanghai. Bian Ximing has so far shown great "firm conviction" and held onto the position even during sharp fluctuations in February. Nevertheless, he is vulnerable if Chinese prices continue to remain far above the world market, as this makes it expensive to hold the position over time.
- ·6 t sitten · MuokattuBREAKING BEWS ( dont Shoot the Messenger) New suspensions and trading halts related to the Shanghai silver market have currently (as of April 15, 2026) been reported: UBS SDIC Silver Futures Fund (161226): This fund was suspended from market opening today, April 15, 2026, until 10:30 local time. Such short suspensions have occurred repeatedly during March and April to protect investors against extreme price volatility and high premiums (the fund has previously traded with up to a 60% premium over the underlying silver contracts). Shanghai Futures Exchange (SHFE): A significant trading halt for silver futures has been reported, effective from Thursday morning (April 16, 2026). The background is reports of record-low inventory levels (663 tons, the lowest in 21 months) and a large price difference (premium) of $9–$13 over Western markets like COMEX. Regulatory measures: Authorities have also introduced stricter rules for the delivery of physical silver. From the end of February 2026, only approved industrial players with hedging quotas will be allocated physical silver upon contract expiry. Summary for April: Yes, there are active suspensions and restrictions now in April 2026, specifically aimed at speculative trading and to manage the shortage of physical silver in China. https://www.binance.com/en/square/post/01-29-2026-ubs-sdic-60-35750036847954·6 t sittenYou are extrapolating something that is not included in the binance link you shared here 🤷♂️
- ·7 t sitten · MuokattuBREAKING NEWS Shanghai Silver Exchange suspends all trading tomorrow, indefinitely. Rumors say it is to prevent abnormal market movements. It is being done to protect Chinese interests, as they have an enormous need for physical silver. There are also rumors that an American has a short position that is larger than the inventory at Shanghai Silver Exchange. It must be covered..then it's empty and more than that. Now Asia must trade silver at Comex This will have global consequences ( Comex )·5 t sitten · MuokattuAsked a thinking Gemini about what's happening with Shanghai Silver and inventory development... ----- The situation in the Chinese silver market, specified to the Shanghai Futures Exchange (SHFE) and Shanghai Gold Exchange (SGE), is in April 2026 characterized by extreme volatility and dramatic events. Here is an overview of what is happening right now and what the inventory development looks like: 1. Trading halt and dramatic measures (April 2026) The most striking thing right now is that the Shanghai Futures Exchange (SHFE) has issued a notice of immediate trading halt for all silver contracts from Thursday morning, April 16, 2026. • Cause: Extreme price movements and concern for market stability. • Consequence: This is seen as an attempt to "cool down" a market that is about to run wild. It is expected that when trading resumes, it will be with much stricter margin requirements and daily price limits, which could drastically reduce trading volume. 2. Development of silver inventories Inventory levels in Shanghai have been under strong pressure throughout 2026: • Inventory situation on SHFE: As of April 14, 2026, inventories were reported at approx. 492 tonnes. Although this is a small increase from the previous days, it is historically very low. In comparison, inventories were over 3,000 tonnes in 2021. • "Drainage" of physical silver: We see a clear trend where physical silver is being withdrawn from official exchanges to cover industrial demand. China's silver imports reached record highs at the start of 2026 (over 790 tonnes in January and February alone), indicating that they are sweeping the global market to meet their own needs. 3. "Shanghai premium" and price differences An enormous price gap has emerged between East and West, often called "The Shanghai Squeeze": • Price divergence: In mid-April, silver was traded for around $80 per ounce in Shanghai, while the price in New York (COMEX) and London was significantly lower, around $72–$74. • Arbitrage barriers: Normally, traders would buy cheap in the West and sell expensive in the East, but new export restrictions introduced by China on January 1, 2026, make this very difficult. China is now holding onto its own silver. 4. Why is this happening? (Main drivers) • Solar cell industry: China controls over 80 % of the world's solar cell production. Modern solar cells require large quantities of silver paste, and this demand is "unstoppable" regardless of price fluctuations. • New export rules: From 2026, China has limited silver exports to only 44 authorized companies. This has choked off the supply of silver in the global market and locked the metal within the Chinese ecosystem. • Investment appetite: Chinese investors have largely moved capital from a shaky real estate market to precious metals like gold and silver, which has intensified pressure on the Shanghai exchanges. In summary: The Shanghai exchanges are currently the epicenter of a global repricing of silver. Inventories are low, demand from green industry is at a record high, and the Chinese authorities have now pulled the emergency brake by halting trading to prevent a complete system collapse. Do you think Western exchanges (like COMEX) will be forced to follow the prices in Shanghai, or will we see a permanent bifurcation of the silver market?
- ·11 t sitten · Muokattu🪙 Silver: an asymmetric trade in a geopolitical macro storm Silver is currently trading around 80 after a sharp correction from peak levels near 100. Many interpret this as a top formation, but it is too early to conclude that. The technical picture is still constructive. Silver is moving within a rising trend channel in the medium term with a structure of higher highs and higher lows. As long as the area around 75 to 80 holds, this appears to be a classic correction within an ongoing uptrend. Only with a clear break down through this level will we get a real signal of a regime change. The macro picture simultaneously supports the case. Geopolitical risk related to the Strait of Hormuz and Bab al-Mandab keeps energy markets tight and contributes to persistent inflationary pressure. This affects real interest rates, which are a central driver for precious metals. At the same time, silver is more cyclical than gold because a significant portion of demand is industrial. This means the price is pulled in two directions simultaneously, which explains the high volatility we are seeing now. Fundamentally, the market is tight. According to Reuters, the silver market is in a structural deficit for the sixth consecutive year, which is inherently supportive of prices. At the same time, parts of industrial demand are weakening in line with more uncertain global growth. This creates a market where price movements become more brutal than normal, with rapid shifts between inflation-driven rallies and growth-fear-driven declines. The forecast picture reflects this uncertainty. J.P. Morgan estimates an average level around 80 dollars for 2026, but the range of estimates is wide. The outcome largely depends on the balance between inflation and interest rates. When inflation and geopolitical risk dominate, silver tends to rise sharply. When interest rate expectations and a strong dollar take over, the price is pushed down. This makes silver an asymmetric trade. The downside is relatively defined as long as the trend channel is only broken by a clear fall below the support levels. The upside, however, is open if we get a new impulse driven by geopolitics and inflation. Historically, silver moves more aggressively than gold in both directions, making timing and risk management crucial. The conclusion is therefore simple in form, but demanding in practice. Silver is not necessarily at its peak, but it is also not a low-risk point. As long as the trend channel holds, the main picture is bullish. If it breaks, the entire case changes character quickly. Bullish as long as the trend channel holds. - Sources Reuters 15. april 2026 https://www.reuters.com/legal/transactional/silver-faces-sixth-year-deficit-with-stock-drawdown-raising-squeeze-risks-2026-04-15/ Reuters 13. april 2026 https://www.reuters.com/world/india/gold-falls-stronger-dollar-fading-fed-rate-cut-hopes-2026-04-13/ J.P. Morgan Commodities Research https://www.jpmorgan.com/insights/global-research/commodities/silver-prices ING Think https://think.ing.com/articles/silver-volatility-in-2026/ Capital.com https://capital.com/en-int/market-updates/silver-price-forecast-17-03-2026/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%