关键矿产关税决定将“登场” 银价陷入回调局面

Group 1 - The silver market is experiencing a pullback after a strong start to the year, struggling to maintain the $80 per ounce level, with prices dropping below the $74 support level [1] - The Bloomberg Commodity Index's rebalancing is expected to lead to approximately $7 billion in silver sell-offs, which is about 12% of the open interest in the COMEX market, potentially putting further pressure on prices [2] - A new export policy in China has been implemented, upgrading silver to a strategic material status similar to rare earths, which may impact global supply dynamics [2] Group 2 - The U.S. is expected to announce a decision on tariffs for key minerals, with silver potentially facing a tariff rate of around 5.5%, although exemptions for major suppliers like Canada and Mexico are likely due to U.S. reliance on silver imports [2] - The price of silver is showing bullish signals, with the potential for an upward trend if it breaks above $83.94, while a drop below $70.07 could indicate a shift to a bearish trend [3] - The results of the U.S. "232 investigation" are anticipated to be released by January 17, which could further influence silver prices through increased global resource competition and trade disruptions [2]