State‑Backed Silver Grab: Violent Durango Mine Seizure Shows Mexico’s ‘Implied Consent’ to Resource Raids

[Doc7505]

State‑Backed Silver Grab:​

Violent Durango Mine Seizure Shows Mexico’s ‘Implied Consent’ to Resource Raids​

As the U.S. muscles in on Venezuelan oil, Mexico’s silver and Pemex barrels become the prize in a parallel resource war pitting Washington against a Russia‑ and China‑backed bloc​

State‑Backed Silver Grab: Violent Durango Mine Seizure Shows Mexico’s ‘Implied Consent’ to Resource Raids

As the U.S. muscles in on Venezuelan oil, Mexico’s silver and Pemex barrels become the prize in a parallel resource war pitting Washington against a Russia‑ and China‑backed bloc

thesilverindustry.substack.com

23 Dec 2025
Prior to reading this update. Mexico sanctioning Violent takeover of Mexican silver mine lets provide some context

Silver is already in multi‑year structural deficit, with demand exceeding mine and scrap supply and drawing down inventories.

1. Industrial demand for Silver is surging from solar, electronics, EV/solid‑state batteries, defense, aerospace, robotics and AI hardware.
2. India is monetizing silver through record imports and growing use as savings and investment within its financial system. New RBI rules encourage silver to enter the banking system as collateral (along with gold)
3. Tight physical markets and backwardation show paper benchmarks are losing clean control over silver pricing. Backwardation encourages hoarding Silver now which is a distortion in market. Future silver should always cost more when there is diminishing supply amid soaring demand. Especially since the existing mines are not producing more product (ore grade declines, no new discoveries, silver held back for strategic reasons)
4. Banks are exiting short positions and going long.
5. Silver largely comes out of the ground as a by‑product, making responsive supply much tighter than headline ore grades suggest.
6. Silver mined at 8 to 1 ratio
7. Refined, above‑ground silver is far scarcer relative to gold than old “15:1 in the earth” clichés imply.
8. China is effectively treating silver as a strategic metal by tightening behavior around exports of critical industrial materials. Next week China restricts silver exports. China is World’s #1 user of Silver and #2 producer of Silver.
9. Mexican silver mining faces rising political and physical risk, including state‑tolerated armed takeovers like the Indé Mine. Mexico is philosophically aligned with China, Russia and Iran and tensions between US and Mexico are hostile. Trump calls them “thugs” and “rapists”
10. Western media remains largely silent on this unfolding silver squeeze and its macro implications.
11. Bullion dealers show recurring product tightness and delays, yet there is still no broad retail silver FOMO in the West

The Indé Mine seizure story is a live‑fire demonstration of the East‑vs‑West resource playbook: Mexico is drifting from “open pit for the North” toward a BRICS‑aligned, resource‑nationalist posture where silver and energy are tools of sovereignty, not just exports.

Indé Mine: how one seizure tells the whole story​

• The article “State‑Backed Gunmen Seize Indé Mine in Durango Mexico” reports that on December 5, 2025, armed men backed by municipal police and state officials forcibly took over ECI’s Indé Mine, locking the foreign owner out of its own silver‑lead‑zinc‑gold operation.
• In Harrington’s letter, the group is described as a notorious criminal organization “heavily integrated” into state and local government, meaning this is not random banditry but a fusion of cartel muscle and public authority deciding who controls a strategic polymetallic asset.
• In that context, an armed, locally backed seizure of a foreign‑owned silver mine in Durango is not an isolated crime; it looks like de‑facto resource nationalism from below, aligned with Morena’s rhetoric, in a world where China and BRICS+ are preparing to treat silver, lithium, and oil as strategic bargaining chips rather than just exports.

Commentary:
More problems for the world's largest Silver producer. Silver's historic run ( it started in 2023) is just warming up, as forecasted.
Mexico is philosophically aligned with China, Russia and Iran?
While Marxism has faced challenges in Mexico, particularly during the Cold War when it subordinated itself to nationalism, it has not been completely abandoned. Various currents of Marxist thought continue to influence political and social movements in the country.
Kitco silver at $71.84 right now...

 

[shockedcanadian]

State‑Backed Silver Grab:​

Violent Durango Mine Seizure Shows Mexico’s ‘Implied Consent’ to Resource Raids​

As the U.S. muscles in on Venezuelan oil, Mexico’s silver and Pemex barrels become the prize in a parallel resource war pitting Washington against a Russia‑ and China‑backed bloc​

State‑Backed Silver Grab: Violent Durango Mine Seizure Shows Mexico’s ‘Implied Consent’ to Resource Raids

As the U.S. muscles in on Venezuelan oil, Mexico’s silver and Pemex barrels become the prize in a parallel resource war pitting Washington against a Russia‑ and China‑backed bloc

thesilverindustry.substack.com

23 Dec 2025
Prior to reading this update. Mexico sanctioning Violent takeover of Mexican silver mine lets provide some context

Silver is already in multi‑year structural deficit, with demand exceeding mine and scrap supply and drawing down inventories.

1. Industrial demand for Silver is surging from solar, electronics, EV/solid‑state batteries, defense, aerospace, robotics and AI hardware.
2. India is monetizing silver through record imports and growing use as savings and investment within its financial system. New RBI rules encourage silver to enter the banking system as collateral (along with gold)
3. Tight physical markets and backwardation show paper benchmarks are losing clean control over silver pricing. Backwardation encourages hoarding Silver now which is a distortion in market. Future silver should always cost more when there is diminishing supply amid soaring demand. Especially since the existing mines are not producing more product (ore grade declines, no new discoveries, silver held back for strategic reasons)
4. Banks are exiting short positions and going long.
5. Silver largely comes out of the ground as a by‑product, making responsive supply much tighter than headline ore grades suggest.
6. Silver mined at 8 to 1 ratio
7. Refined, above‑ground silver is far scarcer relative to gold than old “15:1 in the earth” clichés imply.
8. China is effectively treating silver as a strategic metal by tightening behavior around exports of critical industrial materials. Next week China restricts silver exports. China is World’s #1 user of Silver and #2 producer of Silver.
9. Mexican silver mining faces rising political and physical risk, including state‑tolerated armed takeovers like the Indé Mine. Mexico is philosophically aligned with China, Russia and Iran and tensions between US and Mexico are hostile. Trump calls them “thugs” and “rapists”
10. Western media remains largely silent on this unfolding silver squeeze and its macro implications.
11. Bullion dealers show recurring product tightness and delays, yet there is still no broad retail silver FOMO in the West

The Indé Mine seizure story is a live‑fire demonstration of the East‑vs‑West resource playbook: Mexico is drifting from “open pit for the North” toward a BRICS‑aligned, resource‑nationalist posture where silver and energy are tools of sovereignty, not just exports.

Indé Mine: how one seizure tells the whole story​

• The article “State‑Backed Gunmen Seize Indé Mine in Durango Mexico” reports that on December 5, 2025, armed men backed by municipal police and state officials forcibly took over ECI’s Indé Mine, locking the foreign owner out of its own silver‑lead‑zinc‑gold operation.
• In Harrington’s letter, the group is described as a notorious criminal organization “heavily integrated” into state and local government, meaning this is not random banditry but a fusion of cartel muscle and public authority deciding who controls a strategic polymetallic asset.
• In that context, an armed, locally backed seizure of a foreign‑owned silver mine in Durango is not an isolated crime; it looks like de‑facto resource nationalism from below, aligned with Morena’s rhetoric, in a world where China and BRICS+ are preparing to treat silver, lithium, and oil as strategic bargaining chips rather than just exports.

Commentary:
More problems for the world's largest Silver producer. Silver's historic run ( it started in 2023) is just warming up, as forecasted.
Mexico is philosophically aligned with China, Russia and Iran?
While Marxism has faced challenges in Mexico, particularly during the Cold War when it subordinated itself to nationalism, it has not been completely abandoned. Various currents of Marxist thought continue to influence political and social movements in the country.
Kitco silver at $71.84 right now...

This intrusion into Americas orbit has been counsel to Americas decisions to inject their own influence in Venezuela and other nations such as Greenland.

It's about time America woke up from her stupor. Now, it is advisable that Europe stop living under a rock and appreciate the challenge America has.

China, lead by a very formidable MSS; has improved their global influence by leaps and bounds.

Don't follow the Canadian system in which you don't hire the best and brightest to counter their reach. Find the best minds who can assess and advise the best food forward. Success on the global stage is reserved for the bold and clear eyed.

 

[excalibur]

This intrusion into Americas orbit has been counsel to Americas decisions to inject their own influence in Venezuela and other nations such as Greenland.

It's about time America woke up from her stupor. Now, it is advisable that Europe stop living under a rock and appreciate the challenge America has.

China, lead by a very formidable MSS; has improved their global influence by leaps and bounds.

Don't follow the Canadian system in which you don't hire the best and brightest to counter their reach. Find the best minds who can assess and advise the best food forward. Success on the global stage is reserved for the bold and clear eyed.

Øbama and Biden were very bad for American interests.

GW Bush wasn't so great either, focusing on Afghanistan and Iraq as he did.

 

[luiza]

Silver will make you a millionaire very quickly --- say three years.

I have been aboard from $20 to present $70+ and one super brain ( literally ) has it at $600 as a definite target .

Same applies to Gold and likely Platinum , Copper and Uranium in general terms .

Gold is around $4500 an ounce right now and America has its entire Reserves still on the balance sheet at ca $42 an ounce .

Imagine what will happen to the price when the Sheeple finally realise the obvious -----

 

[konradv]

Gold is around $4500 an ounce right now and America has its entire Reserves still on the balance sheet at ca $42 an ounce .

Imagine what will happen to the price when the Sheeple finally realise the obvious -----

Even valued at $4,500 all the US gold reserves only comes to about $1.2T. What’s the national debt? The economy doesn’t run on gold anymore; it runs on commerce.