Posted on 10/11/2025 2:39:56 PM PDT by delta7
Silver is spiking simultaneously across the globe: China’s e-commerce platform JD.com lists silver at $59 per ounce. London’s lease rate rockets to a historic 19%. Physical shortages in Asia &The West.
-$50 dollars is the new floor on Silver with no resistance above. -Silver short sellers will get their faces ripped off. (polite way of saying it) -Earlier this week the SLV lease rate spiked to over 12% -Today LBMA lease rate hit 19% -China industrial silver users hoarding physical silver
All indicating a global silver shortage
China’s state-run Chengtong Precious Metals—the direct descendant of the State Council Ministry of Materials—amass 20,000 tons of silver, and then abruptly withhold inventory data after 2023 Samsung’s silver solid state battery deployed starting in 2026. The battery’s performance features will render the lithium-ion battery obsolete and at 1 kilogram of silver per car multiplied by number of EVs manufactured per year …. This will use more Silver than Solar industry which gobbles up 12% of the Silver mined each year Then there are some very inpatient silver mining investors settling for Measly profits Remember, you can’t get a 10-bagger when you sell before you even made your 2-bagger (Honestly, I can’t believe I have to write this) HOLD YOUR POSITION.
JD.com has silver listed at $59 per ounce. With 1 kilogram equaling 32.1507 troy ounces, that works out to about $1,900 per kilogram. This highlights soaring premiums in China and the desperate scramble for physical metal.
Now we interrupt this news article to pivot to the West
The 19% Lease Rate Shock: China’s Secret Silver Empire and a Global Market on the Brink
This is not just another price spike. The world is witnessing an unprecedented unraveling of the silver market—one that pundits, economists, and policymakers everywhere will remember as the point at which physical reality overwhelmed financial illusion.
China’s Epic Hoard: The Hidden Catalyst
Ask yourself: Why would China’s state-run Chengtong Precious Metals—the direct descendant of the State Council Ministry of Materials—amass 20,000 tons of silver, and then abruptly withhold inventory data after 2023? The silence isn’t accidental. It is an unmistakable signal that we’ve crossed from a world of open markets to a new era of state-controlled, covert accumulation. Chengtong doesn’t just influence China’s supply and demand; it dictates it. This enterprise singlehandedly wields the power to throttle imports, exports, and the pulse of the nation’s silver reserves, now cloaked in a secrecy the West can only guess at.
The 19% Lease Rate—A Historic Alarm Bell
On October 9, 2025, Bruce Ikemuzo of the Japan Bullion Market Association sounded an alarm the world can’t ignore: the LBMA’s 1-month silver lease rate hit a staggering 19.2%. This is not a technical footnote; it is a moment of naked panic, a sign that those with actual silver are clinging to it for dear life while others are forced to pay historic premiums just to rent a slice of reality. Never before has the London market, the heart of global bullion trade, witnessed a scramble of this severity.
Backwardation: When Today Is Priceless
The market isn’t content to wait. Backwardation—where those desperate for silver pay more for it today than for tomorrow—now dominates this once orderly exchange. The charts are explicit: major buyers, both industrial and financial, will move heaven and earth to secure real metal, not promises. Why? Because for billions of ounces of silver “promissory notes” in London, the bars simply aren’t there.
China’s Industrial Juggernaut: Hoarding at Any Cost……
IBTG
IBTS
I gots mine. 😁
I gots mine. 😁
Me too!
I’ve never seen anything like Thursday morning when silver started going up just before the market opened. It was moving up ten cents at a click and went from 49 something to 51+ in a matter of minutes. It trickled back down but it was an indicator of where it is headed.
Uh Oh!
JD.com ? ?
I can just see the Left going crazy about the massive illegality of our Vice President manipulating the market for personal gain.
It was great. 😁
Or a blow-off top ...
I have some. But it’s not enough.
But silver is getting a lot of attention now, too.
Even "Mad" Max Keiser is back on board. He promoted buying silver to cause a squeeze and crash JP Morgan back in 2010, then left and went to Bitcoin (where he made a lot).
But he has noticed the squeeze that is finally happening, and is back on board.
This will bring more buyers in. A lot of crypto people follow Max.
The Focus magazine is well known in Germany, and they are reporting on the silver squeeze: Google translation of article
Bkmk
No mention of Samsung’s battery use.
<If you would like to be on a Gold & Silver PING LIST, please pm me.
The Gold & Silver Ping List covers the following:
Everything Gold & Silver
Stock market investments in mining companies,
etc.
The Focus magazine is well known in Germany, and they are reporting on the silver squeeze:
———————
Interesting article, a few thoughts:
They say China “ might” start bailing out the LBMA, really? China has been hoarding Silver for a decade. Silver does not leave China, ever. They correctly saw the shortages and need it for their manufacturing and more importantly their military.
Once again, the U.S. dropped the ball the last decade plus- they only recently added Silver to their critical metals supply list…a decade too late. Besides rare earths, our military technology depends on Silver….it is well documented China took advantage of the West’s price fixing of Silver ( and Gold) and has been draining western exchanges dry, buying tons at each smack down, depleting western reserves at the lowest prices.
…and Xi once again says Checkmate.
Copper and Hula-hoops are next.
“Silver’s secret military demand: The hidden force driving price growth…”
I find it ironic the Western bankers criminal manipulation of Silver to the downside for so long was being used against us…..outsmarted by the Chinaman.
Copper and Hula-hoops are next.
—————-
Thankfully the U.S. has many active copper mines….however they only supply 50 percent of US demand.
Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.
