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.