The Great Shortage Has Begun! If You Own GOLD or SILVER, WATCH NOW - Alasdair Macleod

The Great Shortage Has Begun! If You Own GOLD or SILVER, WATCH NOW - Alasdair Macleod

Global precious-metals markets are showing clear signs of structural stress rather than temporary dislocation. Persistent shortages across Western and Eastern trading hubs are undermining the assumption that arbitrage can smoothly align prices. When physical supply tightens across multiple regions simultaneously, price discovery no longer flows freely through paper markets, and fragmentation becomes unavoidable.
Alasdair Macleod, a long-time analyst of monetary systems and bullion markets, argues that this shift is most visible in Asia. China is increasingly operating as a self-contained internal market, absorbing metal without relying on international balancing mechanisms. That changes everything. When a large economy prioritizes domestic demand over global price alignment, regional prices gain independence, and traditional London–New York dominance weakens. The result is a market where paper contracts struggle to control pricing, physical premiums persist, and supply signals become more localized. This is not a temporary anomaly but a sign of a more profound transition toward fragmented bullion pricing driven by real metal availability rather than financial engineering.
Gold and silver are behaving very differently beneath the surface, and the distinction matters. Gold continues to trade primarily as a monetary asset, while silver is being driven by real-world industrial demand rather than monetary positioning. That mismatch is now exposing stress inside derivative markets.
Silver pricing still happens essentially through futures and paper contracts, yet demand is increasingly for immediate physical delivery. Industrial users—especially in solar, electrification, and advanced manufacturing—are being pushed into derivative exchanges to secure metal. This year alone, roughly 15,000 tonnes of silver have stood for delivery, a clear signal that physical supply is tight. At the same time, open interest on COMEX is falling while prices rise, confirming a physical squeeze rather than speculative excess. Arbitrage is no longer resolving price gaps because shortages exist simultaneously in New York, London, and Shanghai. When every hub is tight, paper mechanisms lose control. That breakdown is already visible in silver—and it may not stop there.

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Silver Is Being Drained – The Paper Market Is Collapsing | Alasdair Macleod
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