Archive - Jensen's Economic, Precious Metals, & Markets Newsletter

Raiding ETFs For Platinum And London 'Free Float' Of Silver For Delivery

With the lease rate for platinum in London reportedly spiking over 40% for the 1-month tenor, we have evidence of a developing liquidity squeeze for the…

Jul 22 •

London Platinum Lease Rate Surges to 29% - "Market May Already Be Broken"

Note to bullion banks: leverage works in both directions

Jul 18 •

Platinum and Palladium Shortages Have Bullion Banks Tip Toeing

The platinum and palladium markets appear to be the tightest of the 4 precious metals markets (gold, silver, platinum, and palladium) in London and New…

Jul 16 •

Video: Concerns About Stated Trading Volumes And Metal Availability In London's Precious Metals Market - Maneco64 Discussion

Video interview with my friend Mario of Maneco64 YouTube channel:

Jul 10 •

LBMA Gold & Silver Trading Volume Data Seems Incorrect; Surprising London Platinum Trading Volume Data

One of the great mysteries of the City of London’s precious metals market over the decades has been to estimate the trading volume and open interest…

Jul 4 •

June 2025

China Opens First Offshore Gold Vault Allowing Gold Delivery Against Yuan To Smooth Yuan Adoption For International Trade Payment

We'll Take The Gold, Thanks

Jun 28 •

New York Silver Shortage Indicated By Silver Price 'Backwardation'

Market Says: We'll Take The Metal, Thanks

Jun 26 •

The Gold And Silver Monster Created By The Bank Of England Turns On Its Creator

An Intractable, Terminal Situation - Its Not Going Away

Jun 25 •

Platinum Daily Trading Volume Surges To New All-Time High In New York

Platinum Market Shortage

Jun 23 •

The 1997 Failure Of The London Palladium Market - And The 2025 London Redux

Seeing the 1-month London lease rate for platinum surge last week to 24.5% due to metal shortage brings to the mind the epic market disruption of…

Jun 19 •

Implications Of The Impending Failure Of London's Platinum Market

On June 8, 2025 Bloomberg published an article noting the soaring lease rate for platinum in London and showing the lease rate approaching 15%.

Jun 14 •

London Platinum Market Indicates The Beginning Of A Squeeze

Paper Claims vs. Physical Metal Available For Delivery

Jun 12 •

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