Australia’s Perth Mint, trusted worldwide, has fully suspended all sales of silver products. Not a single coin or bar leaves the facility—effectively erasing one of the world’s key sources of new physical supply.
In INDIA, the headlines tell the story:
Suddenly and without warning, there seems to be a shortage of SILVER.
DEFAULT ON DELIVERY
Worse than a "shortage" reports are now coming out that silver dealers in India, who sell via AMAZON, are DEFAULTING on delivery; advertising for sale, taking the order, ACCEPTING PAYMENT and failing to deliver!
ALERT!! Its official @amazon #India sellers have defaulted on #silver delivery. Thank you @amazonIN for breaking my trust. No more trust in your sellers after waiting over a week. #silversqueeze pic.twitter.com/Sa9WMxt4Ui
— Romik Rai (@RomikRai) October 12, 2025
ALSO OUT OF STOCK IN U.K.
🚨 Silver shortage hits the UK! 🇬🇧 Dealers are out of stock — even on 1kg silver coins. Demand is soaring while supply runs dry. Is this the start of a global silver squeeze?
— GoldSilver (@GoldSilver_com) October 9, 2025
👉 Watch Now: https://t.co/kH0K83CzKG#SilverSupplyCrisis #GoldSilver #PreciousMetals #SilverShortage… pic.twitter.com/HS4ijCo5ev
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.
UPDATE 9:33 AM EDT --
Funds in the country of India have now HALTED Investing into Silver ETF's (i.e. Paper Silver), citing "unprecedented global shortage."
It's happening. pic.twitter.com/XL4fxTw0DZ
— GoldSilver HQ (@GoldSilverHQ) October 13, 2025
