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Index/Topics/Silver Market Dislocation 2026

Silver Market Dislocation 2026

Physical silver dislocations cause market stress and liquidity issues in the silver market, particularly affecting bullion banks and exchanges.

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Jan 27, 2026
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How do physical silver market dislocations (Shanghai premiums, export curbs) translate into margin stress for bullion banks?

—-driven export controls and large regional premiums—shrink available metal for delivery, force holders to source scarce bullion, and thereby push leasing rates, borrowing costs and regulatory margin ...

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