"China orders dark controls on silver ore exports. Get 2026, push world prices.

"China Orders Dark Control Exports Silver Mineral, Gets 2026, Pushes World Prices to Hit New Record, Breaks to $100 an Oz."

Details as of present (January 2026)

1. China Policy: Since January 1, 2026, the Ministry of Commerce of China (MOFCOM) has begun to strictly enforce the "Export Licensing" system. China requires companies to export silver ore to obtain a license and to have very high qualifications, such as having a capacity of at least 80 tons per year and a credit limit of more than $30 million.

This measure caused many small exporters to be cut off from the market, resulting in an immediate tightening of global silver ore supplies as China is the world's major silver ore smelter and processor (more than 70%).

2. Current silver price situation (Silver)

In late January 2026, Spot Silver surged to a major resistance of $100 per ounce for the first time in its history (from the original moving around $30-70 in 2025).

Money price growth has surged by about 40% by the first month of 2026, and if counted back a year, prices have already risen by more than 200%.

In addition to the China affair, it is driven by demand in the solar panel industry, AI infrastructure, and geopolitical tension situations (such as the case for U.S. tariffs).

Information from: Investing News Network (INN): An analysis on the "Strategic Metal Status" of silver ore after China began dark control.

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