No shortage of silver shot here in Bangkok.

Whatever shortages that exist must be temporary and as a result of an unexpected burst of physical purchases. Either that or he is talking about huge amounts that simply strain the supply chain. Given that this would appear to be a highly geographically localized phenomenon, I would expect it will be sorted in a few weeks as the major vendors shift supply around the globe.

As an opportunity, I am not sure if that creates a window for anyone in the states with physical silver to take advantage of or not. I suppose it depends on how much people are willing to pay for immediate delivery vs. waiting. If you are sitting on physical silver and looking for an exit point this is something you may wish to consider.

Silver isn't used as a monetary metal in SE Asia. There is no resale market to speak of. It is basically just an industrial metal for jewelry. Does make me wonder if I should go pick up a couple of kg bags of shot just in case though.