**Silver Reckoning: The US is Squeezing China Out
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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
The skinny
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