Sounds like physical is getting tight. Utube videos over the weekend say that 1,000 oz bars are tough to get. That's usually what mints and industrial users order and have been in ample supply. Real tightness showing. Going to be hard for futures traders to keep dumping price and not reveal their game of shorting without physical to back it up.
Maybe hedge funds start demanding delivery from Comex at the artificially low prices. The paper game could be ending. They can still resort to not delivering physical and paying in cash but that would spell defeat because then the cat would be out of the bag.
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