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白银不够用了!投资者疯抢免税金银币,皇家铸币厂产能告急
华尔街见闻·2025-10-17 04:15

Core Viewpoint - The Royal Mint, with a history of 1,100 years, is facing an unprecedented capacity crisis due to a surge in retail investor demand for precious metals, particularly silver and gold, leading to potential delivery delays for customers [2][4][6]. Group 1: Market Demand and Price Dynamics - The wholesale silver price in London has surged over 80% this year, driven by a new wave of orders from institutional buyers, creating a historic market squeeze [2]. - The demand for physical precious metals is exceptionally strong in both the UK and international markets, as stated by a spokesperson from the Royal Mint [6]. - The demand surge is not only affecting the institutional market but also causing a bustling environment in London's jewelry district, with traders experiencing unprecedented levels of activity [5][8]. Group 2: Investment Trends - Investors are flocking to gold, silver, and platinum markets, with specific interest in Britannia and Sovereign coins due to their exemption from capital gains tax, which is fueling retail investor enthusiasm [5]. - A long-term customer reported significant profits from silver coin investments, indicating a strong sentiment among retail investors regarding precious metals [8]. Group 3: Supply Chain and Operational Challenges - The Royal Mint is increasing production of gold coins and working to replenish silver stocks, but some customers may still face longer delivery times due to the overwhelming demand [4]. - The inventory levels in London’s vaults are critically low, prompting new supplies to be airlifted from locations like New York [5]. - The ongoing demand wave is testing every aspect of the global precious metals supply chain [11]. Group 4: Market Sentiment and Caution - Amidst the market frenzy, traders are advising investors to remain rational, cautioning that not all markets will continue to rise indefinitely [10].