More from @honzacern1
Oct 22
1⃣Rumor says LBMA just leased 150 metric tonnes (4.8M oz) of physical #Silver from Chinese national banks via the Shanghai Gold Exchange (SGE) — at grotesquely high lease rates. 🤯 That’s not normal. That’s panic.
Huge respect to Erik – @KingKong9888, absolute legend!
2️⃣
Why borrow silver from China?
Because London doesn’t have enough.
If LBMA vaults were comfortably stocked, they wouldn’t be paying sky-high rates to lease metal halfway across the world. ✈️🥈
3️⃣
China knows it holds the leverage. High lease rates = “You want our metal? Pay up.” 💰🐉
This is not generosity. It’s strategy.
Read 8 tweets
Oct 22
1/ 🇮🇳…
More from @honzacern1
Oct 22
1⃣Rumor says LBMA just leased 150 metric tonnes (4.8M oz) of physical #Silver from Chinese national banks via the Shanghai Gold Exchange (SGE) — at grotesquely high lease rates. 🤯 That’s not normal. That’s panic.
Huge respect to Erik – @KingKong9888, absolute legend!
2️⃣
Why borrow silver from China?
Because London doesn’t have enough.
If LBMA vaults were comfortably stocked, they wouldn’t be paying sky-high rates to lease metal halfway across the world. ✈️🥈
3️⃣
China knows it holds the leverage. High lease rates = “You want our metal? Pay up.” 💰🐉
This is not generosity. It’s strategy.
Read 8 tweets
Oct 22
1/ 🇮🇳 CONNECT THE DOTS: Until March 31 2026, India restricts silver imports (DGFT licensing).
From April 1 2026, the RBI will allow 85% LTV loans against gold and silver. 🏦🥈
2/ What changed?
“Free” imports → now Restricted. You’ll need a license to import certain silver jewelry/products.
Goal: curb duty evasion, improve traceability, and clean up import channels.
3/ Timing isn’t random.
First, tighten the gates on unmonitored inflows. Then, let banks operate with silver as collateral safely and transparently.
March 31 → April 1. That’s not coincidence.
Read 12 tweets
Oct 22
1/ 🇮🇳 RBI just moved silver into the “gold league.” The Reserve Bank of India raised the Loan-to-Value ratio to 85% for loans against gold and silver (up to ₹2.5 lakh). 🏦🥈
2/ What does it mean?
Indian banks will now officially accept silver as collateral, just like gold.
A huge shift — from retail to institutional recognition.
3/ 🔧 Applies to: commercial banks, urban & rural cooperative banks, and NBFCs (incl. Housing Finance Companies).
🗓 Effective: April 1, 2026 — part of a standardized, regulated framework for lending against precious metals.
Read 12 tweets
Oct 22
🧵 THREAD: “October 2025 — the month silver steps into the spotlight.” 🥈🇺🇸
1️⃣ Something big is coming. The U.S. Department of Commerce has been running a Section 232 investigation on silver — to decide if America’s dependence on foreign silver is a national-security risk.
That report was due by late October. ⏳
2️⃣ Section 232 is no joke. It’s the same law used to protect steel, aluminum, and critical energy metals.
If silver is confirmed as critical, the U.S. could: – restrict exports, – boost domestic mining, – or even create strategic silver reserves.
Read 9 tweets
Oct 22
🧵 THREAD: “Where do they keep getting it from?” 🥈
1️⃣ SLV – iShares Silver Trust. Borrow fee: 9.25%.
Available shares to short: 100,000. Yesterday: zero.
Today: magically full again. Where did it come from? 🤔
2️⃣ No, they didn’t fly in pallets from COMEX.
These “shares to borrow” don’t come from real silver.
They come from the system itself — paper, derivatives, and interbank lending.
3️⃣ SLV runs through Authorized Participants (J.P. Morgan, Citi, Goldman…).
They can create new ETF shares anytime, backed not by metal, but by promises — synthetic hedges and swaps.
Read 7 tweets
Oct 22
🧵 THREAD: China just drained more silver from its vaults — while the West keeps shorting paper. 🥈🇨🇳
https://twitter.com/oriental_ghost/status/1980905180054044923
1️⃣ SGE/SFE Daily Report — Oct 22, 2025 China’s silver vaults just lost 57.7 tons of metal in one day.
That’s 1.85 million ounces physically withdrawn.
Vault levels hit a new low since COVID-19.
2️⃣ Weekly data confirm it: ➡️ From 1,108,065 kg last week ➡️ To 1,050,675 kg this week 📉 Down 57,390 kg in just seven days.
Physical silver is flowing out of exchange warehouses — fast.
Read 9 tweets