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……
Thank you
there is apparently a shortage of nitric acid
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Makes sense, many sources are speaking of the refiners “ difficulty “ in manufacturing good delivery bars.
you’re saying there is an actual physical delivery of 1000 oz silver bars to contract holders at settlement?
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Yes, by regulations….to be delivered in that form for those taking delivery ( the shorting bullion banks always take cash settlement). So we can see why the panic, far to many Comex participants are demanding physical settlement, which the Comex does not have.
The western LBMA has a few times bailed them out flying Silver bars over to Comex wharehouses, and vice versa. They are scrambling to get 1,000 oz good delivery bars which is overloading the good delivery bar manufacturers.
Take away? The rotten US Comex and LBMA WILL at some time default on physical, hopefully taking some corrupted major US banks down ( like Bear Stearns)….no tears for their decades of manipulation.
“I will add, we can now expect huge PM price swings to the upside, overnight, especially during delivery days. I fully expect $20, $30 dollar daily Silver price increases. “
LOL!
About as credible as your prediction gold would hit $5,000 in 2015!
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