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.
$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!