Silver: The Shortage Story Splits in Two
🔹Physical silver shortage hits London, and it’s getting serious.
🔹Lease rates in London have exploded to 39%, a full-blown panic signal.
🔹If banks can’t find the metal, they’ll be forced to buy back futures or deliver actual silver - both actions that could ignite a violent price surge.
In India, the crunch is different.
🔹It’s not a hedging blow-up, it’s a demand–supply squeeze.
🔹Imports are restricted till Mar’26. Silver ETFs trade at premiums. Jewelers and refiners are running low on stock. Dealers are rationing deliveries.
So globally, we’re watching:
🔹London’s paper silver crisis
🔹India’s physical scarcity + policy bottleneck
🔹Different causes, same consequence - tightness in physical silver that can reprice the entire market.
It's halturner ... so, some salt is applied.
There is indeed a silver shortage as it has become a strategic asset.
This is the issue the FED has as well, in terms of Gold. Once you start naked shorting ... you're on the hook. And the BIS who in 2022 has totally cleared its books from Gold shorts, and then the next move, to make Gold into a 1st tier asset .... + T+1 delivery obligation makes the buyers rush to buy as long as the price still is low.
Interestingly, if someone invested in Gold in dec 23 @ 2000 now looks at a 2x value appreciation against the Dollar /Euro.
If someone would have put the same amount into BTC @ 31.000 => it would be a 4x increase against the Dollar / Euro.
It seems like Metals and Crypto Perpetuals and hold it longer time will pay off even more. A Perpetual @ 31K now would take $-5.200 for 1 BTC.
1.BTC @ spot would costs: 31.000; sellable @ 124.000 = 4x
2.Gold: @ spot would costs 31.000: sellable @ 62.000 = 2x
3. Investing 31K in a perpetual at risk 15% * leverage (40) would have yielded 775.000 if those 6 contractual BTC would have been sold. Finance costs: 8000 or so.
Ah .... what lessons can be learned when looking back!
Don't know Hal Turner from Ted Turner, but the line about "Australia Mint" is bogus. There is no such thing as "Australia mint". I guess they mean "(an) Australian mint", but they couldn't even proof read their copy?
In any case, Perth Mint seems to be selling just as usual.
https://www.perthmint.com/shop/bullion/?p_availability=In%20Stock&page=1&pageSize=12&query=&sortValue=4
They do seem to be out of stock on a lot of things, but it doesn't quite seem like "fully suspended all sales of silver products. Not a single coin or bar leaves the facility".
u wat m8, there is very much a australia mint https://www.ramint.gov.au/
the royal australia mint is the official mint of australia and produces most of its coinage, they also sell gold and silver coins, sadly their site is so back logged atm you have to join a queue to even see the shop so i cant see if silver is still available
It's the "Royal Australian Mint" not "Australia Mint".
So, its either 'an Australian mint' or "The Royal Australian Mint". There is no "Australia mint".
Um, no.
Again, no.
Royal Australian Mint? Yes.
I was in a group trying to get Ron Paul elected. They all were big on bitcoin and metals. I had 100 dollars worth of bitcoin in my cart at 3 dollars and some cents. I didn’t buy because I was going to ask questions about the wallet security. It went to 80 something the very next day and I said “forget that, too volatile”!
At least I bought some metals.
Those guys are all millionaires now!
Wait until they allow gold to be lifted by silver to a 1/25 ratio. Silver driven by the market and paper silver will drive the gold too.
Maybe i can sell my silver for a vacation home for the family some day. Nothing fancy, maybe 1200 square ft., 6 blocks from the beach. Well a guy can dream, 3k ounces for 10 years getting dusty.
Hodl for better than than.
Maybe it will be like Germany where if timed right we can buy commercial buildings for a few silver ones when it gets rugged. That's what I keep telling my wife lol I told her we will buy farmland and retire from our jobs
I hope you get that farm! Good luck to you and your family.
I want a catamaran to sail the Caribbean. I think I should be able to pull that off.
Wish you the best with your farm!
$145.21 is inflation adjusted high. HOLD if you can. Silver should hit somewhere between the $150-$440 range within 24 months, imo. Faster if we get a Basel III mod to add physical silver as same asset status as gold. https://www.macrotrends.net/1470/historical-silver-prices-100-year-chart
If silver miners start with-holding supply and industrial companies start stockpiling, we may see a spike over $1000/oz until new mining capacity is added.
That would be crazy great!
Imagine Indians scamming people and then running away. Wow who could of seen that one coming?
"Imagine Indians scamming people and then running away. Wow who could have seen that one coming?"
Why only an Evil Racist, of course!
bunga lunga saar.
Thank God we have POTUS ending the Turd World War. /s
Perth Mint Australia is still operational
JMBullion has taken care of all my silver needs.
I bounced between JMBULLION and SDBULLION when I had money to buy. They never failed. I always waited tell they had a special and bought the best price.
Been a JM Bullion customer for 15 years. Top notch with great prices and inventory in case someone is looking for a solid review before purchasing.
Yeah I've been buying for 4 years and never had any issues with them.
When I go to LCS stores they claim some things they cannot keep in stock. One place will not buy while another will.
There is a separation of risks going on.
What I see is there is a lot of future contracts on silver and gold in the CME futures report. So are we seeing the panic from the bankers or are we seeing bankers trying to take back control?
I am amazed how many people in the bullion arena do not know what paper silver and paper gold is.
Whatever is really going on is evidence of something big.
Note that producers slow-walk or with-hold supply if they are not forced to sell or contract out production in order to pay expenses. Look at the massive paydown of debt going on by miners. This means they don't need to sell right away, and can HOLD for better future sale or contract price. It is now in a "fatal" feedback loop as miners become debt free and can NOT SELL until we hit $75-80 for some portion of their production. This will kill all the massive shorts like Bank of America...fatal price for them is now just below $80/oz, imo.
Definitely something odd going on with mints running out or stopping production in October (just a bit early). This usually doesn't happen until November for their production revamp for the next year from what I understand. So something definitely happening, AND the "dire situation" on the mint side of things is likely being exaggerated a bit.
Their is a big shortage of 1,000 oz bars they can legally use to settle contracts.
... - https://www.youtube.com/results?search_query=road+to+roota+today
https://priceonomics.com/how-the-hunt-brothers-cornered-the-silver-market/
☝️☝️☝️☝️ READ THIS ARTICLE, FASCINATING
In Lone Ranger voice: Hi Yo! Silver! Away!
LOL!
Been wondering since 2010 how prescient Max Keiser was at the time, maybe we are about to find out.
https://en.wikipedia.org/wiki/Max_Keiser#Crash_JP_Morgan%E2%80%94buy_silver
Failure to deliver? I mean, if Wall Street can FTD every. fucking. day., then sure, why not India too. The world sees zero repercussions for literally any crime. Honestly, I'm surprised, given that fact, that there's not more crime than there is.
Would never buy silver off amazon.
BS, i can buy silver right now in Aus.
At issue is India buying Silver from the Royal Australian Mint.
I think Australia is looking for a war to start since President Trump has peace in the Middle East.
LCS ONLY BOYS!!!
Source on perth mint stopping sales of silver? He realises they are closed over the weekend yes?
Before a tsunami happens all those who are at the beech will see the water recede and the ground will be exposed.
Some who know will flee and others who don’t will be amazed.
Is this what is happening?
When they say they are in peace talks is it really war and this is the receding before the onslaught?
Silver is a needed resource for much. Gold is used in lots too.
Is it still worth buying at the current price?
I’d say so. I just bought silver last Thursday at $49 something an ounce. Just saw it was at $52. That’s huge in only a couple business days.
Probably but I would average in over time. I've been buying PSLV and silver miners lately,they are much easier to buy and sell. I haven't bought physical since it was 25.
I think I bought all mine around that price which is why I'm not excited to buy more at double the price.
I want to keep my shiny as long as I can,and take profit with the PSLV and miners,if i can.
Does this all mean that my 1969 Sears Silvertone acoustic guitar missing a few strings has suddenly increased a shit-ton in value? 🙀
How many ounces does it have?