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COMEX Silver Delivery Shock: What Happens in March?
2026-02-12
Is COMEX Going to Collapse in March?
Delivery intensity is rising.
Registered inventory is thinning.
Physical demand remains firm despite a sharp correction.
And March is approaching.
This episode is not about panic or sensationalism. It is about understanding whether the balance between paper leverage and physical possession in the #silvermarket is beginning to shift.
Jan Skoyles explains:
• Why #COMEX delivery behaviour into March is drawing scrutiny
• What would actually need to happen for extreme scenarios like force majeure
• Why this may signal a deeper evolution in how silver is priced
• The difference between eligible vs registered inventory
• Why higher margins don’t create ounces
• What rising delivery participation really means
• How retail demand, regional tightness, and
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