China’s Ministry of Commerce announced silver exporters must get special licenses from January 1, 2026, to support domestic industries. The policy limits exports to firms certified by the state and producing at least 80 tons annually, which could cut global silver supply by 60-70%. The move affects liquidity and crypto markets sensitive to metal pricing shifts. Export controls align with CFT measures and past rare earth policies, reinforcing China’s control over strategic resources. Solar and electronics sectors may face higher costs and supply delays.

Citing TheCCPress, China’s Ministry of Commerce announced that silver exporters must obtain special licenses starting January 1, 2026, to secure domestic supply for key industries. The policy restricts exports to state-certified firms producing at least 80 tons annually, potentially reducing global silver availability by 60-70%. This could raise prices and disrupt supply chains for industries like solar and electronics. The move mirrors past rare earth export controls and reflects China’s resource nationalism strategy.