Hi Pic
I am thinking along the same lines. There is so much stress given the strong physical market verses the effort by the criminals of new your/dc to contain the price of the metals. It could be just about anything that triggers a big spike regardless of the paper pusher efforts.
I just hope that what ever it is that the whole system doesn't crater. We need the infrastructure to remain in place to have our stock pay off and to continue to have access to food, energy etc. These are indeed interesting times.