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.
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!