omkar bhide

Intrest in Auto, Financial Markets, Foreign Affairs. Retweets aren't an endorsement.

[omkar bhide @obhide]

What is A2 Milk, Is it different from normal milk? Explained by @nikhilchitale
#A2milk #milk #chitaledairy #Milkday
https://t.co/w9ylMzHJKO

[ET NOW @ETNOWlive]

#BREAKING | Check out the city-wise petrol and diesel price list following the 4th fuel price hike in the last 10 days

#FuelPriceHike #PetrolPrice #DieselPrice #WestAsia

[ANI @ANI]

The Government of India has tightened the policy regarding the import of silver bars, changing their status from 'Free' to 'Restricted' with immediate effect.

[omkar bhide @obhide]

https://t.co/KxMQNZCDQg
इराण-अमेरिका युद्ध आणि तुमच्या घरचं दूध! काय आहे कनेक्शन? Explained by @nikhilchitale Managing Partner Chitale Dairy
#milk #petroldiesel #IranWar‌ #Loksatta #InflationWatch

[NASA @NASA]

Hello, Moon. It’s great to be back.

Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: https://t.co/rzM1P0QbOl

[omkar bhide @obhide]

Intresting...
Ups and downs..but

[MINING.COM @mining]

Central banks are expected to buy around 850 tonnes of gold in 2026, sustaining a 16-year streak of net purchases.

The @GOLDCOUNCIL reports that 68% of central banks plan to expand holdings this year, bringing total official reserves above 35,000 tonnes.

This official-sector demand remains consistent with 2025 levels, reinforcing bullion's role as a strategic reserve asset. Full report: https://t.co/KdxejkEo8c
#GoldMarket #CentralBanks #Macroeconomics #MonetaryPolicy #GoldReserves

[omkar bhide @obhide]

Still it is an asset...

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Gold has officially entered a bear market, now down -22% from its record high.

[omkar bhide @obhide]

Chilled dairy X Metro, Perfect combo 🚇🥛
#Chitaledairy Ready-to-Drink beverages directly from vending machines across #PuneMetro stations. Quick, Hygienic.
Fueling thousands of daily commuters on the move. A great example of how traditional brands meet modern transit ecosystems.

[Nikhil Chitale @nikhilchitale]

Chitale Dairy Ready-to-Drink beverages are now available through vending machines across stations of Pune Metro in Pune.

Quick, hygienic and nutritious dairy on the go for thousands of daily commuters. Just grab a chilled bottle during your ride.

Proud to see Chitale Dairy becoming part of Pune’s modern transit experience.

#PuneMetro #ChitaleDairy #ReadyToDrink #OnTheGo

@metrorailpune @DairyChitale

[Piyush Goyal @PiyushGoyal]

किसान सुरक्षित, देश विकसित...

भारत-अमेरिका व्यापार समझौते में डेयरी, फल, सब्ज़ियाँ, मसाले और अन्य अनाजों को संरक्षित किया गया है।

इससे घरेलू किसानों के हित सुरक्षित होंगे, स्थानीय कृषि को इतने बड़े बाजार में preferential access से मजबूती मिलेगी और आत्मनिर्भर भारत की दिशा में एक और सशक्त कदम बढ़ेगा।

#IndiaUSJointStatement

[omkar bhide @obhide]

The #dairy industry is increasingly emerging as a key driver of farmers income growth & the #Budget2026 clearly recognises its role in ensuring farm income stability, nutrition security & rural employment. @nikhilchitale
https://t.co/v45SL1Plpu #NikhilChitale #ChitaleDairy

[omkar bhide @obhide]

Celebration of Republic Day at Chitale Dairy
@nikhilchitale

#RepublicDay2026 #chitaledairy #nikhilchitale #bhilawadi

[omkar bhide @obhide]

Unstoppable

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Gold futures officially rise above $5,100/oz for the first time in history.

Truly incredible.

[Silver Santa @Silver__Santa]

This #SILVER move isn't over.

With the U.S. strike on Venezuela and the seizure of oil tankers bound for China, the message is unmistakable: the U.S. is attempting to restrict China’s access to critical natural resources to slow its development and technological advance.

Silver sits at the heart of this strategy. It is indispensable for China’s EV industry, solar manufacturing, robotics, and defense sector. No silver means no cars, no panels, no robots—and no missiles. That’s precisely why silver export controls are set to begin on January 1, 2026.

To put this in perspective: an EV uses roughly 1 oz of silver, while a rocket can require ~500 oz. The U.S. has already classified silver as a critical mineral, and since then we’ve seen producers like Samsung secure supply directly at the mine, bypassing traditional markets.

The paper games are over. Physical silver cannot be printed. This marks the beginning of the end of a 50-year suppression of the silver price.

We are entering a truly multipolar world, with monetary metals forming the backbone of power. Control over strategic minerals and resources is no longer optional—it’s mandatory for geopolitical influence.

On Christmas, the shift became visible: China now sets the price. LBMA and COMEX follow.

Please retweet @KingKong9888 @MaartenVerheyen @DaveHcontrarian @TheApeOfGoldST

[Bull Theory @BullTheoryio]

🚨BREAKING: Silver prices are exploding due to a severe global supply shortage.

The physical market can no longer meet soaring demand.

Here is what is actually going on 👇

1. China is changing the rules.

Starting January 1, 2026, China will restrict silver exports.

To export silver, companies will now need government licenses.

Only large, state approved firms qualify:

- At least 80 tonnes of annual production
- Around $30 million in credit lines

This effectively blocks small and mid size exporters.

China controls roughly 60–70% of global silver supply. When China tightens exports, global supply drops immediately.

This is the same tactics China used with rare earth metals.

2. The silver market was already short supply.

Silver has been in a structural deficit for 5 straight years. That means demand is higher than supply every single year.

For 2025:

- Global demand: 1.24 billion ounces
- Global supply: 1.01 billion ounces

That is a gap of 100–250 million ounces. And this gap is expected to get worse after China’s export limits.

Mining supply is not growing:

Silver mining is mostly a by product of copper and zinc mining.

New mines take 10+ years to build, Ore quality is falling, Recycling is not enough to fill the gap.

There is no quick fix here.

3. Physical silver inventories are collapsing.

This is where it gets serious.

- COMEX inventories are down 70% since 2020
- London vaults are down 40%
- Shanghai inventories are at 10-year lows

At current demand, some regions hold only 30-45 days of usable silver.

This is why physical premiums are exploding.

In Shanghai:

- Physical silver trades at $80+/oz
- COMEX prices are much lower

This price gap means buyers are paying extra just to get real silver.

4. Paper silver is completely disconnected from reality.

There is an extreme imbalance between paper silver and real silver.

The paper to physical ratio is around 356:1.

That means:

- For every 1 ounce of real silver
- There are hundreds of paper claims

If even a small percentage of buyers ask for real delivery, the system breaks.

Markets understand this. That is why price moves are becoming vertical.

5. Industrial demand keeps rising.

Silver is not just a safe haven metal.

It is critical for:

- Solar panels
- Electric vehicles
- Electronics
- Medical devices

Industrial use now makes up 50-60% of total silver demand.

There is no substitute for silver in many of these uses.

Banks and institutions are reacting to:

- Supply limits
- Physical shortages
- Paper market risk

Silver is not rallying because of fear.

It is rallying because a real supply squeeze is playing out in real time.

[Terel Miles - Freedom Stocks @FreedomStocks]

🚨🇨🇳 CHINA JUST BROKE THE #SILVER MARKET 🇨🇳 🚨

If you own silver this is a MUST read!!!

Here's what nobody is telling you about January 1st, 2026.

Starting New Year's Day, #China is restricting physical silver exports.

Not slowing them. Not taxing them. Restricting them.
And the price action we're seeing right now? It's not a glitch. It's a warning shot.

Let me walk you through what's happening in REAL TIME —because this might be the biggest structural shift in precious metals markets we've seen in a generation.

THE IMPOSSIBLE PRICE GAP:

🎄🎅Today, on Christmas Eve, Shanghai closed physical silver at $77.89 per ounce.

At the exact same time, #COMEX—the Western "benchmark" for silver—was trading at $72.23.
That's a $5.66 spread.

To put that in perspective: historically, this gap rarely exceeds $2. Why? Because arbitrage traders instantly exploit any difference. Buy cheap in one market, sell high in another. Rinse, repeat. The gap closes in minutes.

But when a $5.66 premium persists for hours—on a half-day trading session no less—something fundamental has broken.

The arbitrage machine is DEAD.

And it's DEAD because the physical metal cannot move the way it used to.

WHAT SHANGHAI'S PRICE ACTUALLY MEANS:

Let me clarify something crucial: China isn't "overpaying" for silver.

Shanghai's $78/oz price reflects what silver costs when you need actual metal delivered to your vault—not a contract, not a promise, not a cash settlement.

The #Shanghai Futures Exchange (SHFE) operates on physical delivery. When Chinese manufacturers need silver for solar panels, EVs, or electronics, they pay Shanghai prices.

That's REAL demand meeting REAL supply.
COMEX? That's a different animal entirely.

COMEX futures are:

🔹Heavily leveraged paper contracts.
🔹Mostly cash-settled.
🔹Rarely result in actual delivery.

When you see $72/oz on COMEX, you're looking at the price of a derivative—a bet on silver's price, not the actual metal itself.

Shanghai's premium isn't irrational exuberance. It's the cost of scarcity.

THE VAULT EXODUS IS ACCELERATING:

While markets were winding down for the holidays, the metal was moving out.

COMEX registered (available for delivery) silver inventories just posted sharp declines:

🔹Asahi: -1.42 million oz.
🔹JPMorgan: -597,993 oz.
🔹CNT Depository: -228,780 oz.

Total registered standing: 127.2 million ounces.

For context, global silver demand runs approximately 1.2 billion ounces annually. COMEX registered represents roughly 10% of annual consumption.

And it's draining.

This isn't volatility. This isn't seasonal adjustment.

This is what a modern bank run looks like—except instead of people lining up outside branches, you've got forklifts loading pallets onto trucks headed East.

WHY JANUARY 1ST CHANGES EVERYTHING:

China's export restrictions don't happen in a vacuum.

China is simultaneously:

🔹The world's largest silver consumer (industrial demand).
🔹A major silver producer and refiner.
🔹Sitting on depleting domestic vault inventories.

By restricting exports starting January 1st, China is essentially declaring: "Whatever silver we produce or refine stays here."

The immediate effect? Western markets lose a critical supply valve.

For years, when COMEX or LBMA needed physical delivery, metal could be sourced globally—including from China.

That safety net is about to disappear.

And the market is pricing this in right now.

THE PREMIUM TELLS THE REAL STORY:

Today, the physical premium in Shanghai exploded to over $8/oz above COMEX.

Eight. Dollars.

This isn't noise. This is structural.

Premiums spike when physical buyers are willing to pay whatever it takes to secure deliverable metal.

It Signals:

🔹Supply tightness → Vaults are running low.
🔹Delivery urgency → Industrial users can't wait.
🔹Import barriers → Getting metal into China is harder/slower.
🔹Geopolitical hedging → Smart money wants tangible assets.

When physical markets consistently trade above paper markets, history shows one outcome:

Paper prices eventually chase physical reality higher.

Every major commodity breakout starts this way—not with hype, but with fundamental supply-demand dislocations that paper markets can't suppress anymore.

EAST VS. WEST: TWO DIFFERENT MARKETS

Here's the bottom line...

The West prices silver on leverage.

The East prices silver on scarcity.

COMEX reflects speculation, hedging, and paper supply.

It's a derivatives market masquerading as a pricing mechanism. In my view, a SCAM.

Shanghai reflects REAL industrial demand, vault constraints, and physical delivery.

And right now, the gap between these two realities is screaming one message.

Physical silver is separating from paper silver.

WHAT THIS MEANS FOR YOU:

If you're holding physical silver, understand what's happening:

The metal you own is being repriced in real-time.

Global supply chains are fragmenting.

The "infinite paper supply" narrative is colliding with finite physical inventory.

If you're holding paper contracts, ETFs, or unallocated positions—you might want to ask yourself what you actually own when settlement time comes.

Because when Shanghai is paying $78 and #COMEX is printing $72, one of these prices is outright LYING.

And it's not the one backed by forklifts moving 1,000-ounce bars out of vaults.

THE BREAKOUT IS STARTING:

This isn't the end of silver's move.

This is how breakouts begin.

Not with headlines. Not with retail FOMO.

With structural breaks in the plumbing of global markets.

With premiums that shouldn't exist. With vault inventories that can't be replaced.

China's export restrictions go live in 8 days.

The market is already reacting.

The question isn't whether silver is going higher.

The question is whether you're positioned for what happens when paper markets finally admit what physical markets already know:

There isn't enough metal to go around.

Know what you hold.

🎯 Silver isn't expensive at $78. It's scarce.

Triple digit #silver is not only IMMINENT, but INEVITABLE.

If you enjoyed this post and found it valuable, like and repost so more people can see it. #silversqueeze

[Echo 𝕏 @echodatruth]

🚨 Pension Funds Are Rushing Into Silver, $47B Hits Jan 15

Pension funds managing millions of retirements are piling into physical silver ahead of a $47 billion institutional wave expected to hit by January 15.

This isn’t diversification.
It’s defensive positioning.

Institutions have run the math and know stocks and bonds can’t protect purchasing power in what’s coming. When pension money moves, it drains supply, ignores premiums, and prices out retail fast.

Ghost Week = the window before the flood.

Once institutional demand fully lands, silver won’t be “expensive”, it will be unavailable.

Follow the capital.
Not the headlines.
Know What You Hold!!!
#Silver #KWYH #HardAssets #WealthPreservation

[omkar bhide @obhide]

It's rocking
#Silver #Assets

[SilverTrade @silvertrade]

🚨BREAKING SILVER🚨

🔥#SILVER SOARS PAST #APPLE TO BECOME THE 3RD LARGEST ASSET BY MARKET CAP 🔥

NVIDIA the Next to Fall...

[omkar bhide @obhide]

This gold smith seems like a PNG of Australia
#pngjewellers #gold

[David Taylor @DaveTaylorNews]

‘Gold rush’ Martin Place, Sydney

[Charlie Bilello @charliebilello]

Gold now accounts for over 20 % of global central bank reserves, the highest share we've seen in nearly three decades.

[Wall Street Gold @WSBGold]

🚨 India’s largest precious metals refinery has run out of Silver for the first time in history 🇮🇳🔥

Demand from Indian buyers ahead of Diwali has gone vertical, shelves empty, supply drained.

Silver isn’t just scarce. It’s disappearing. ⚡🪙