Huge GOLD News From Market! Stop everything, If You Own Gold & Silver Watch This Now! Andy warns

Added: 2026-05-30

[00:00:00]And so Goldman says, you know, there's this huge discrepancy. Uh it must be the central banks because they're not telling us the truth. People are getting gold that that it's not being reported.

[00:00:10]So they came out and late last year and said, "Well, we're revising our estimates to 29 tons a month that the central banks will be buying." Then early this year, they said, "Well, okay, maybe it's about 50 tons a month." And now they just came out and said their new 2026 projection is well because of this discrepancy that they're actually buying 60 tons a month. So they've doubled what they said and you know it's it's it's it's happening and and that's largely because the numbers coming out of London are a lie. Yeah. Through May through yet the 22nd um so that would have been I guess Friday.

[00:00:48]Uh we saw 6,633 gold contracts. So, there's still a few days left. That's 663,000 ounces.

[00:00:56]Multiply that times 4,500 bucks, a couple billion dollars. And so far, um, silver, 5,74 contracts, that's 28,520,000 ounces. Again, times 75 bucks, couple billion dollars. Andy argues that major banks like Goldman Sachs have repeatedly raised their estimates for central bank gold purchases because actual buying appears far larger than officially reported. He notes that Goldman first projected central banks would buy around 29 tons of gold per month, later revised it to 50 tons, and now estimates roughly 60 tons monthly for 2026 due to persistent discrepancies in global gold flows. According to his view, this reflects a substantial unreported accumulation, particularly from London markets. Andy also highlights strong futures activity, stating that by May 22nd, there were about 6,633 gold contracts representing roughly 663,000 ounces of gold and 5,74 silver contracts, representing around 28.5 million ounces of silver.

[00:02:07]transactions worth several billion dollars at prices near $4,500 gold and $75 silver. The speaker, Andy, CEO of Miles Franklin Media, argues that massive physical flows of gold and silver are increasingly moving through global arbitrage and delivery systems with about 158 million ounces of silver reportedly withdrawn. He says many export figures can be misleading because some metal is being repatriated by countries like France. Some is sent to Switzerland for refining and much of it involves exchange for physical trades where investors convert paper contracts into rail metal delivered through hubs like Hong Kong or London where physical metal increasingly matters more than paper pricing systems. Before we begin, please ensure you hit subscribe and turn on notifications so you're always up to date. Tap that like button if this video brings you value. We love hearing from you, so share your thoughts in the comments.

[00:03:07]>> Since the start of the year, withdrawals, meaning driving away, 158 million ounces through April. Now, you know, 158 million ounces, um, is roughly 15 million poundsish or more. 16 million pounds. Who's taking all of this metal and where is it going are the questions.

[00:03:33]So yes, they are. Now, you know, there's also a thing that I would like to discuss real quick and and that's talking about this theory about export numbers that supposedly we've been exporting all of this this gold and some of it is not true. I mean, it is because you can see the traders sending all of their metal that is not nailed down to to China. Uh there's also France repatriating all their gold. Well, that would show as an export, right? And it it doesn't there's no distinction. So, you would see all of that metal being sent over. You would see um the metal that's that's being brought from the Venezuelan mines to I think the company's called like Trafigura here in the United States, something to that degree, >> who then export it to Switzerland to have it refined. Not all of it going elsewhere. Some of it comes back here.

[00:04:24]But my point is the exchange for physical where where where players around the world have comx contracts exchanged for physical, send it to Hong Kong or send it to London and then take possession. There are a lot of things happening that show up on the trade numbers as being a trade surplus, but they're really not. They are players bringing their stuff home. They are they are exports to refineries in Switzerland. Some of it might go elsewhere. some of it may not. It's mining companies sending directly. So there's all of these numbers that make it look as though we've be, you know, the last two, three months we've had these huge export numbers of metal. I would argue that it's less than than candid in terms of what it truly means.

[00:05:09]And the imports that we've seen are are massive. And you can look at it the other way and just simply say it's very bullish for the final price of gold and silver because it proves that the physical price is worth far more than the paper price in the west and enough to just to take possession of it speaks volumes historically way more but over the last few months the export numbers are larger than the import numbers. Now the question is >> you're saying though those aren't really >> well but yes because there's no distinction. If it's an exchange for physical it looks like we exported money uh metal. If we're sending metal for refining in Switzerland it looks like we're exporting metal. And so there is some some of it is real but some of it is is not as as it appears. So, I would think that this would be a short-term blip in terms of major exports and at some point, you know, there's just not enough metal to continue to send to fulfill that arbitrage. So, I think it's a short-term deal, but yes, we're still importing every single month. We're importing a tremendous amount. And so some players are importing and some people are exporting and some are are using this ability to stand for delivery through what's called exchange for physical where they take a comx contract and either deliver it directly to Hong Kong or to London and then take delivery around the globe from there um to their advantage. It's part of the rules until otherwise noted. So it's not like the US government is selling all of their metal. In fact, I don't even think it is the government. And I think it's private players trading private metal to become very wealthy.

[00:06:43]>> Yeah. It's the old cliche of seeing the trees instead of the forest or the leaves instead of the forest. The trees and the leaves, the rustling leaves catch your attention instead of seeing the whole forest. They're using I believe the rest of the world has become sophisticated, coordinated, motivated, um, educated, and they're standing for delivery using our western system against us where no one ever did that.

[00:07:04]And so the the idea of suppressing price is is delinking the rationale that the rest of the big money in this country and others would have. Why would you look at gold and silver when it's not performing in the face of a war and inflation? It's exactly what they want you to believe. But at the same time, the Kobayashi letter came out and said that US Treasury total returns, the index has been in a draw down for 69 consecutive months, the longest streak in over a century of records. You know, you're talking about the asset the entire world treats as being the one safe place to park money has quietly become one of the worst performing investments for the better part of six years. And so what that says to me is that quietly these countries are selling treasuries to buy gold, which using the Western stupidity against us. So we don't want everyone to realize that.

[00:07:55]It's bad enough that the big money across the global south gets it, but you can see it by the deliveries. It's kind of like the casino is what is is is confusing everyone. If you look in the cage back there, you'll see that the big money is quietly exiting stage left with as much in the way of chips as they can.

[00:08:14]And it it's the deliveries across the globe if they were not the way they are.

[00:08:21]If you didn't see the central banks buying at the level they are or the deliveries across the globe out of Shanghai, out of the LBMA or out of ComX being what they are, where the exchanges have to lie like the LBMA about how much is actually leaving or you have to have glitches on the exchange to mitigate the price rise or to accentuate the price fall or you raise margins 300% into the rebalancing of the ETFs the first two weeks of January, the stupidest time in the world to do it. You're guaranteeing a collapse. These are all things that would be emblematic of of you know last ditch efforts to mitigate what is a trend in motion using misdirection of price and rhetoric to reposition and the big money has the ability to do that and there are a lot of reasons why they don't want to be upfront about it but I think you can see it if you take a step back and these people they don't do things for the hell of it at that level when you see nine figure deliveries every month whoever whoever is doing it, they're not doing it for the hell of it. And I just simply think that that's all that you really need to see to know where ultimately, you know, the the music stops.

[00:09:28]>> Andy argues that massive physical silver deliveries out of comics, including roughly 15 million pounds withdrawn, likely point to sovereign or large institutional accumulation rather than ordinary retail demand. He believes western exchanges remain functional only because they still allow physical delivery. Warning that if exports or exchange for physical transactions were restricted, global price discovery could rapidly shift toward emerging eastern hubs such as Shanghai, Singapore, Dubai, Mumbai and Hong Kong. According to his view, bricks related payment systems like Mbridge and CIP combined with expanding gold and silver vault infrastructure across Asia and the Middle East are gradually creating an alternative commodity and monetary network outside Western financial control. Andy argues that many Eastern nations are accumulating gold and silver as strategic reserve assets while preparing for a more multipolar system where local currencies, physical metals, and direct settlement mechanisms play a larger role. Let's dive into the interview. Uh I think I think they have I mean you ask yourself who's who's taken physical delivery out of ComX to the tune of what I say like like uh what did I say the >> I think you said like 15 million >> pounds right pounds. Yeah.

[00:10:48]>> Yeah. Well and >> so who who we've talked about this who who could really be doing that probably a sovereign player probably the US in many parts but again why are we still letting stuff leave the country then?

[00:11:00]Well, that's a because some of it doesn't belong to us and it's, you know, >> some of it I think it's a mystery why they allow it. I I think if they were to clamp down on it, it would certainly >> look part of what makes a exchange real is the ability to stand for delivery.

[00:11:17]You take that away and the COMX dies overnight.

[00:11:20]>> Um because you know, someone said me, well, could there be two prices? By the way, the exchange in India in Mumbai is actually their premiums right now have jumped above Shanghai. The premiums in India right now are it's $10.35 or 13.5% premium. So send your silver to to India, you'll get even more than to China. They're doing the same playbook.

[00:11:45]But you know, someone said, "Couldn't there just be two prices, the West and the East?" And I said, "Well, sure there could be, but if that happens, then the COMX is dead because people will will buy where it's priced fairly. And if you do not allow it to leave the the country, then you have just in essence sign the death warrant for the ComX because an exchange that doesn't allow for delivery is not an exchange. It it's it's something else. And this is the one thing that is kind of the hidden Achilles heel of the system. If if you stop allowing those exchange for physicals, you stop allowing metal leave the country, then you will find price setting like that across the globe, leave Comx and all of the all of the participants across the globe will never trade us with us again. Why would they?

[00:12:32]They would go to the the exchanges that are opening up around the globe. And this is like the the the Singapore exchange that in December op started selling kilo gold bars deliverable right away not rehypothecated and financialized. They just came out last week with the 1,000 ounce silver contract deliverable not rehypothecated and financialized. Th this is what the the global south buys kilo gold bars.

[00:12:56]And instead of buying a 5,000 ounce contract that is sold 50 times over, you buy one 1,000 ounce contract that you can take possession of like that. You have to. Same thing in Shanghai. Same thing in Dubai. Same thing in Mumbai.

[00:13:10]Same thing in St. Petersburg. Same thing in Moscow. And on and on. All of these exchanges are the arteries of the new bricks system. And they're not calling that yet because they don't want to antagonize Trump. It's the it's trading with one another on SIPs, the cross center bank payment system and embbridge both of which are operational where you have I don't know over 50% of global GDP that is inside of this arena and you look at a at a comp a country like um uh United Arab Emirates they leave they leave OPEC they're a member of bricks and they're a charter member of Embridge and and so it's like and now they have a vault being built as part of the expansion of the Shanghai Metals Exchange. The one in in in Saudi Arabia is now complete according to reports. So you can trade your oil to China for yuan immediately switch it into gold not for converting into dollars and it's in your own backyard.

[00:14:09]They're trading over sips or embbridge.

[00:14:11]This is exactly the rails. This is exactly the system that they are building and the west doesn't get it because it's too drawn out. It's too it's not instant gratification. So they just dismiss it. But they are quietly building all of these vaults with the arteries and the the veins is sips and and embbridge. And these countries will trade by themselves with their local currencies settle in balances and gold. And the expansion of these vaults is startling how fast they're happening. Not a word by the west. Of course the mainstream won't talk about it. But the fact that you have this new vault in Hong Kong, a new system that will coordinate with all of the other vaults like Singapore, like Shanghai, like Dubai, like Mumbai, all of them, they're popping up out of nowhere. And every single one of them are largely cash and carry. And once the West crosses that bridge and says, "We're not going to allow shipping anymore." Done. Just like that, it's done. And and they will no one will ever trade with them again.

[00:15:09]If we got to that moment, what do you think the impact would be on the price of gold?

[00:15:14]>> Uh, globally, it would go far far far higher. And and that's the incentive that all of the countries who are accumulating it have. The western price is is make believe, Adam, because it's never been allowed to find price discovery because what is it? It's the antithesis of the western system. Uh, Gibson's paradox, which largely speaks to the inverse relationship between real interest rates and the price of gold.

[00:15:36]And so when you suppress real interest rates, not nominal, real rates for as long as we have, well, gold should go to the moon. So this the incentive for stepping on gold and not allowing it to find its real price discovery. And the same thing is true of silver where it's needed in so many major factors from industrial to military and everything in between. I think the military-industrial complex has held it down.

[00:16:01]It's never been allowed to find price discovery and the west doesn't get that.

[00:16:04]At least the people don't. the the leaders do, but the the people in the east understand this and that's why they're using it against us and standing for delivery and keeping this arbitrage here. Come on, send it to us. Go ahead.

[00:16:16]Andy suggests that rising central bank accumulation, growing physical deliveries, and expanding eastern trading infrastructure are signaling a gradual shift away from Western paperbased pricing systems toward a more physical multipolar precious metals market. In his view, increasing gold and silver flows through hubs like Shanghai, Hong Kong, and Dubai reflect long-term strategic positioning by sovereign and institutional players rather than short-term speculation with physical ownership becoming increasingly important in global finance. Could growing physical demand eventually weaken the influence of Western exchanges like ComX and LBMA on global gold and silver pricing if central banks continue accumulating gold at rising rates. How might that reshape the future role of fiat currencies and global reserve systems? If you enjoy the content, please like this video, subscribe to the channel, and press the bell icon for timely updates.

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