And here is more info on CME raising silver margins—
https://www.youtube.com/watch?v=rzKlkDpd1DY
In this video I break down:
Why the CME raised silver margins 3 times in 90 days (Sept 26, Oct 10, Dec 11)
December 19, 2025. Silver just hit $67/oz—an all-time high. The CME raised margins 10% on December 11th to kill the rally. It didn’t work. Price went UP. 60% of COMEX registered inventory—47.6 million ounces—was claimed in just 4 days. The vaults are emptying. The paper market is breaking. And the exchange just admitted they’ve lost control.
In this video I break down:
Why the CME raised silver margins 3 times in 90 days (Sept 26, Oct 10, Dec 11)
The 2011 playbook: 5 margin hikes in 8 days, 84% total increase, silver crashed from $50 to $35
Why that playbook is failing in 2025—price rallied AFTER the December hike
COMEX registered inventory collapse: 79M oz to 31M oz in 4 trading days
The difference between registered vs eligible inventory (and why it matters)
JP Morgan’s alleged flip: from 200M oz short to 750M oz LONG
Why JP Morgan moved their precious metals desk from New York to Singapore
The $920 million CFTC spoofing fine against JP Morgan in 2020
London lease rates spiking to 11%—normal is under 1%
Industrial demand breakdown: solar (200M oz), EVs (90M oz), AI data centers (50M oz projected)
Total industrial demand: 665M oz vs mine supply of 800M oz
The 5-year cumulative deficit: 820 million ounces
Physical premiums hitting $4-6 over spot in the US, $8+ in India
Why paper silver (SLV, futures) carries counterparty risk most investors don’t understand
Three scenarios: controlled rally to $90, accelerated squeeze to $130, or full COMEX breakdown
interesting take from presbyterian reporter