Group 1 - The leasing cost of silver in the London market has decreased from record highs, indicating a recovery in market liquidity after a recent tightening [1] - On October 9, the leasing rate for silver surged to a historical peak of 34.9%, reflecting extreme scarcity of physical silver available for lending [1] - As liquidity concerns ease, the spot silver price has also retreated from recent highs, dropping 1.7% on Monday, with the current price at $47.95 per ounce [1][3] Group 2 - The recent liquidity event has prompted industry regulators to consider measures, including the London Bullion Market Association (LBMA) contemplating increasing the frequency of silver inventory disclosures from monthly to weekly [2] - This change aims to enhance market transparency and provide early warnings for future supply tightness [2] - The LBMA CEO stated that silver will be prioritized over gold in these disclosures, as silver has become the focal point of recent market activity [3]
危机解除?伦敦白银市场流动性缓解,实物租赁利率大幅回落
Hua Er Jie Jian Wen·2025-10-27 10:58