Core Viewpoint - A historic short squeeze is occurring in the silver market, with London spot silver prices reaching an all-time high of $52.5868 per ounce, driven by severe physical shortages and heightened demand for safe-haven assets [1][3][11]. Group 1: Market Dynamics - The current surge in silver prices has surpassed the previous record set in 1980 during the Hunt brothers' attempt to corner the market [3]. - A liquidity crisis in the London silver market has led to extreme measures by traders, including chartering transatlantic flights to transport silver bars, reflecting unprecedented premiums [5][10]. - The one-month leasing rate for silver in London has skyrocketed to over 30%, with overnight borrowing costs exceeding 100% annualized [8][10]. Group 2: Supply and Demand Factors - The drastic reduction in available silver inventory in London, which has plummeted by 75% since mid-2019, is a key factor contributing to the current market conditions [10]. - Increased demand from India and concerns over potential U.S. tariffs on key minerals have further strained the already tight supply [11]. - The London Bullion Market Association (LBMA) is actively monitoring the situation due to the ongoing supply tightness [11]. Group 3: Future Outlook - Analysts have differing views on the future of silver prices, with Bank of America raising its 2026 price target from $44 to $65 per ounce due to ongoing supply shortages and low interest rates [12]. - Goldman Sachs warns of a potential sharp correction in silver prices as physical tightness is expected to ease with increased supply from China and the U.S. in the coming weeks [12]. - The silver market's lower liquidity compared to gold amplifies price volatility, making it susceptible to disproportionate corrections if investment flows decline [12].
历史级逼空,历史级价格!白银飙涨,重回“亨特兄弟逼仓”价格
美股IPO·2025-10-14 03:32