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Asian Guy's Sudden Silver Story & Bullion Banks Shorting Big Silver (Still)
The current run higher in silver is being driven by physical metal shortage underpinned by simple supply-demand fundamentals. What is unusual is the rapidity with which the shortage of silver became visible on the global market in 2025. The year started with the world’s largest cash silver market in London being in delivery default for months at a time with multi-month delivery delays vs. the required 2 day delivery. Then in October the world saw that the London market was insolvent with trading stopped for 1.5 hours on October 10, 2025 and overnight silver lease rates shooting to 200% annualized. The world saw in ... (full story)