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.
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!