China Is Hoarding Commodities

While the U.S. is pumping a crypto & AI bubble, China is pumping their commodity reserves.

Not only PRC is limiting silver exports, but they're also lowering the cost of commodity-related imports.

The net result will be more positive commodity import/export ratio, i.e. more physical commodities within China, which will be used for strategic and industrial needs (China is the world's number one producer).

It also means that there will be less commodities available outside of PRC, and since the global demand won't decrease - that's further positive price pressure on the commodity sector.

I have been writing about gold, silver and other commodities for over 2 years. The same bullish narrative remains valid. These geopolitical developments provide further confirmation.