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.
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.