URGENT! The White House Just Changed Silver Forever

Added: 2026-05-11

[00:00:00]The weekend goes by, then on Monday, $10 above market price. So, this is kind of unbelievable. And again, this is just one very small sample size. If it's happening here, it's probably happening in many, many, many places. So, massive volatility.

[00:00:15]Another point of volatility I want to mention is this here from the Coobe SC letter. This is incredible. The double leveraged short silver ETF, ZSL, saw $111 million inflow on Tuesday. the largest on record. This was followed by a $60 million outflow on Wednesday, also the largest on record. So, you can see here how absolutely massive this is compared to what it was historically.

[00:00:42]And by the way, this is a 5-year chart.

[00:00:44]This isn't like 30 days or something.

[00:00:45]This is 5 years, and we have an absolutely humongous inflow and outflow.

[00:00:50]So hugely volatile into an ETF that is itself a volatile ETF on top of a metal leverage double on top of a metal that is already very volatile. So this is volatility inside of volatility on top of more volatility. Silver is set for much more volatility. So buckle up boys and girls. There's a lot more volatility in 2026. And where does that leave us?

[00:01:17]Well, I think that silver is going to be at the top of the list of best investments of 2026, just like it was for 2025 because there's a massive shortage of physical silver. There's a tiny amount left and so many people want it. So, there isn't much there. And that brings us to the meme of the day and it's gone. The US government has just declared silver an issue of national security. Silver and 40 other critical minerals are the subject of the latest White House proclamation which came out yesterday. In this video, I'm going to tell you what it says, what it means, and how you can profit. Let's take a look at this proclamation here, and we're going to look at it in two pieces because that's how it's framed. The first piece is a description of the situation that the United States is in, and then the second piece is action steps of what to do about it. Okay, so let's look at the first section here. On October 24th, 2025, the Secretary of Commerce transmitted to me to to Trump a report on his investigation into the effects of imports of processed critical minerals and their derivative products, okay, PCMDPS, on the national security of the United States and advised me of his opinion that these minerals are being imported into the United States in such quantities and under such circumstances as to threaten to impair the national security of the United States. So this is the framing here. The first section, the processed critical minerals and their derivative products are being processed and imported into the United States in a way that threatens national security. So this is the first piece and there's a handful of pieces we're going to look at. And by the way, if you missed the latest video we posted on this channel, we mentioned among other things that silver was designated a critical mineral by the US government last year. Okay, so in that video that came out just a couple days ago, I mentioned five trends that are shaping the silver market. And it just so happens that in this proclamation we're looking at in this video, four of those trends are referenced throughout the proclamation. So if you haven't seen that previous video, definitely go back and watch it. It's going to be relevant for all of 2026, and it's certainly relevant for this video here. So continuing here, the critical minerals are indispensable to almost every industry including national defense, critical infrastructure, advanced weapons systems, energy infrastructure, everyday consumer goods, electronics, and vehicles. I read a list like that and I think silver. Silver is used in basically all of them. And if you're doing anything electronic, what are you going to use to conduct electricity?

[00:03:56]Well, probably the best element on the periodic table for conducting electricity, and that is silver. Silver is the gold standard when it comes to electronics. It is the standard against which everything else is measured. So silver is absolutely critical in all of these industries. But of course, it's not just silver. Okay, as of 2024, the United States was 100% net import reliant for 12 critical minerals and 50% or greater net import reliant for a further 29 critical minerals. Okay, so a total of 41. Even where the United States has domestic mining capacity, the United States lacks the domestic processing capacity to avoid downstream net import reliance. So even though you can mine something in the US, you can't always process it in the US. And that's part of the problem here. So if you mine something, then you have to ship it overseas to process it, well, it might have might as well have been sourced overseas to begin with. And you can see here a list of the net import reliance and major import sources for certain minerals. And this unfortunately is a year older than what we were just looking at. So the list doesn't line up exactly, but it gives you a general sense of what the US is reliant on.

[00:05:06]These blue bars in the middle are basically progress bars. If they're filled up all the way, that means the US is 100% reliant on foreign sources. And further down the list, you can see it dwindles down to about 50% and then then it cuts off. So all of these minerals up here the US is 100% reliant on foreign sources for and down the list here is silver at about 69% imported and the remainder is domestic. Continuing demand for critical minerals is rapidly increasing and will continue to increase. Yes, growing demand. We talked about this in the previous video.

[00:05:43]Growing high-tech industries such as artificial intelligence, data centers, nuclear energy, and new energy technologies. Yes, all of which require silver. And going back a second, the secretary further found that critical mineral markets are prone to price volatility. What did we say in the latest video? Price volatility. That's exactly what we should be expecting for silver. Again, if you haven't watched that video, you're not going to understand everything as well as people who have watched that video. So, I would encourage you to go back and watch it.

[00:06:13]And finally, how does Trump plan to combat price volatility? Mhm. I may consider alternative remedies besides negotiations in the future including minimum import prices for specific types of critical minerals. Okay, so we have to pause here. Minimum import prices.

[00:06:33]So price controls. Okay, so why implement price controls? Well, basically if someone let's use silver as an example. If someone's producing silver somewhere in the world if the US wants to incentivize that producer to sell it in the United States, it basically can pay more than the market price of silver. So if silver is $90 globally, the US can say, you know what, we'll pay you a hundred. And then any producer of silver makes the very obvious choice of, I'm selling to the United States because they're going to pay me more. Now, where does that come from? you probably have to pay from taxpayer funds, which is a separate issue. But what does that do to the silver market or the market of any of these minerals?

[00:07:16]What would happen is all of that mineral, all of that silver would go to the United States. And if anyone else in the world wants silver for all of their products, they would have to match the price. So the US by setting a price floor would essentially be the market maker and anyone else who wants that thing would have to match the price. But once the price is matched, there's no incentive to sell to the United States anymore. So the US would have to do it again and set an even higher price floor. And then there'd be this constant bid up higher and higher and higher until something breaks. So that could go on for a very long time. It could happen with silver. It could happen with other minerals. Uh so we will have to see. So we're shifting now from the situation that the government is in to the actual action steps that it wants to implement.

[00:08:02]So we see here I Donald J. Trump blah blah blah do hereby proclaim as follows.

[00:08:08]Okay. So what is he going to do about it? The secretary and the trade representative and any other senior people blah blah blah shall jointly pursue negotiation of agreements in order to secure these minerals and their supply chains. Okay. In negotiating the secretary and the trade representative should consider price floors for trade in critical minerals and other trade restricting measures. Okay. So the price controls we just talked about other trade restricting measures. How else might you restrict trade? I mean you can't force someone to import into your country but you could prevent them from exporting. So I read this as export controls. I I'm not sure what other trade restricting measures materially could mean. So this is exactly what China did two weeks ago, right? Export controls on exporting silver from its borders. Maybe the United States is going to do that, too. Maybe they're just laying the groundwork here. So, I wouldn't be surprised. So, how do you profit from this? Well, isn't it obvious? You get your hands on as much physical silver as you possibly can before the government bids up the price.