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Contents

* 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 NOW

Follow up analysis to the podcast with Eric Yeung yesterday