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China and US in 'Commodity War' for SILVER - 'Supply Shock' Incoming: Sean Foo

Commodity Culture May 8, 2026

Summary

China is aggressively accumulating silver through record imports and export restrictions, creating a potential supply shock for Western investors.

Sean Foo argues silver remains significantly undervalued and highlights emerging trends pointing toward the remonetization of gold globally.

Geopolitical tensions and the Iran conflict are accelerating the transition away from fiat currency toward a multipolar commodity-backed system.