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.
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.