The LBMA Warns of Silver Shrotages Amid Surging Demand For Physical silver Bullion
Silver Report Uncut:
The LBMA Warns Of Silver Shortage Amid Surging Demand For Physical Silver Bullion
Apr 15, 2021
The London Bullion Market Association just published a new report titled “Silver Investment 2021: Report” which looks at recent developments in silver.
The report begins by commenting that “the past 12-18 months have witnessed some incredible developments in the silver investment market, including a dramatic improvement in investor activity”, and that the combined demand from silver bars, coins, ETPs and futures positioning rose by about 20% in 2020, with the growth in this trend carrying over into the first quarter of 2021.
“Early 2021 saw an unprecedented 110Moz added in just three days. Although some liquidations emerged, there were concerns that London would run out of silver if ETP demand remained at a high level.” they warned of a silver shortage “As the social media frenzy gathered pace in late January, demand for coins, bars and ETPs all jumped.
For the latter, global holdings surged by 119 mn ozs in just three days. This was concentrated in the iShares fund (SLV), where holdings rose by 110 mn ozs.
Given that most of this metal was allocated in London, fears emerged as to whether there was enough silver should demand continue at this pace.
” concerns about a lack of silver in London were so great that the iShares Silver Trust (SLV) actually changed its prospectus in early February, adding the wording that: “The demand for silver may temporarily exceed available supply that is acceptable for delivery to the Trust, which may adversely affect an investment in the Shares. … It is possible that Authorized Participants may be unable to acquire sufficient silver that is acceptable for delivery to the Trust”
Thursday Coffee with MarkZ. 08/13/2026
Some highlights by PDK-Not verbatim
MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context. Be sure to consult a professional for any financial decisions
MZ: Customs agreements, WTO, and national sovereignty dominate Iraqi news. PapaDave couldn't join us this morning. Stacie talks health after the news.
Stephanie Starr: September 30th to October 1st, Watch the Timing
8-12-2026
SEPTEMBER 30 → OCTOBER 1. WATCH THE TIMING.
Iraq is reaffirming September 30 as the end of the U.S.-led Coalition’s military mission, with October 1 beginning what Iraqi leadership calls a “new phase” focused on sovereignty, security, economic development and prosperity.
October 1 is ALSO:
• Day 1 of the U.S. government’s Fiscal Year 2027
"My Account" project: Countdown begins for the complete abolition of "cash salaries" in Kurdistan by the end of this month
Erbil (Kurdistan24) - The Kurdistan Regional Government's "My Account" (Hizami Man) financial project team has issued a decisive notice to public sector employees and retirees, announcing that they have only 20 days left to receive their bank cards before cash payments are completely and finally stopped as of August 31, 2026.
Good Morning Dinar Recaps,
BRICS Moves From Talk to Financial Infrastructure: Iran Eyes Development Bank as Members Explore Linked Payment Systems
August 13, 2026 — Two developments this week point to a potentially important evolution inside BRICS: Iran says it will soon join the New Development Bank, while members are discussing ways to connect their fast-payment systems and central bank digital currencies.
The Tax Collector Now Gets a Cut of What He Finds
Notes From the Field By James Hickman (Simon Black / Sovereign Man) August 11, 2026
Arguably the most famous man on the planet throughout the 1700s was the famed writer Francois-Marie Arouet, known to history as Voltaire. He wasn't just a celebrity writer and philosopher, however; Voltaire was also a wealthy capitalist and nobleman who almost single-handedly turned the impoverished region of Ferney into a highly productive watchmaking hub.
TNT:
Tishwash: Al-Zaidi to CENTCOM commander: By October, Iraq will be free of any foreign military presence.
Prime Minister Ali al-Zaidi confirmed on Wednesday evening to US Central Command chief Charles Brad Cooper that Iraq will be free of any foreign military presence on October 1st.
Al-Zaydi’s media office stated in a statement received by Shafaq News Agency that during his meeting with the CENTCOM commander, he emphasized the commitment to the agreed-upon timelines, which stipulate that September 30th will be a fixed and final date for ending the international coalition’s military mission in Iraq and completing the departure of its forces.
KTFA
Wednesday Night Video
FRANK26…8-12-26…. RED LINES
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
Saladin Gas Field Targets 300M Cubic Feet Daily
2026-08-11 Shafaq News- Baghdad Iraq plans to raise gas production from the Ajeel field in Saladin province to around 300 million standard cubic feet per day, the Oil Ministry stated on Tuesday.
Deputy Oil Minister for Gas Affairs Izzat Saber Ismail said the projected output would strengthen the national gas system and could also support production of liquefied petroleum gas and condensates.
Good Evening Dinar Recaps,
U.S.–Iran Conflict Update: Ceasefire Talks Stall as Strait of Hormuz Remains at the Center of the Crisis
August 12, 2026 — The latest developments suggest the U.S.–Iran conflict remains unresolved, with diplomacy stalled and control of the Strait of Hormuz continuing to drive the confrontation.
Rob Cunningham: A Commission-wide Digital-Asset Safe Harbor
8-11-2026
The SEC’s Nuclear Option: A Commission-wide Digital-Asset Safe Harbor on August 14, 2026?
Section 36 of the Securities Exchange Act gives the SEC remarkably broad exemptive authority.
The SEC itself describes it this way:
“…the Commission may, by rule, regulation, or order, conditionally or unconditionally exempt persons, transactions, securities – or entire classes of them – from provisions of the Exchange Act or its rules, provided the exemption is in the public interest and consistent with investor protection.”
Japan Just Forced the US into an Impossible Choice
Taylor Kenny: 8-11-2026
Japan’s currency crisis may be exposing a much bigger problem for the U.S. The largest foreign holder of U.S. Treasuries—faces mounting pressure at the same time America is approaching $40 trillion in debt. So what happens if Japan needs cash and starts selling Treasuries?
The global financial system is currently experiencing subtle yet profound shifts that could redefine wealth preservation for years to come.
Bruce’s Big Call Dinar Intel Tuesday Night 8-11-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome everybody to the big call tonight. It is Tuesday, August 11, and you're listening to the big call. Welcome everybody from wherever you're listening, So let's do this. All right. Thank you, Bob. Appreciate that. Thank you, Sue.
And let's talk about where we are now in the world of Intel. It's a little bit quiet out there right now, but I'll tell you from the various perspectives of where we believe we are on our timeline.
Good Afternoon Dinar Recaps,
Cooling Inflation, Rising Debt Costs: The Fed Faces a New Policy Dilemma
U.S. inflation is easing toward the Federal Reserve’s target while record government interest costs increasingly complicate the path for monetary and fiscal policy.
Ariel: The Crash of Fiat and the Iraqi Dinar RV
8-11-2026
The Crash Of Fiat: Locking Up Liquidity & Transferring The Wealth Of The Ages (End Of Cabal)
We Are Going To Dive Right Into It Folks
Iraqi Dinar RV & The $80 Oil Peg:
Iraq is the keystone. Deleting the three zeros was said to require the Clarity Act to codify the asset-backed status into US law, preventing the Cabal from legally challenging the revaluation through their once captured SEC and judiciary. But we know that not the case.
Coffee with MarkZ, joined by Andy Schectman and Zester. 08/12/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: Andy joins us early, with talk of deleting zeroes I need to revisit an old topic today and cover the news in a hurry before Andy starts. Zester joins to wrap things up with Andy today.
THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY
Reset Intelligence: A Budget for What Rate?
8-11-2026
A Budget for What Rate?
By Reset Intelligence | @EXIT_FIAT
Iraq has started writing the next law that must name the dinar’s exchange rate – and the central bank is sitting at the drafting table.
Five Years With Half Pay, And Six Months Without Pay... Parliament Paves The Way For Granting Iraqi Employees A "Long Leave"
latest news Tuesday, August 11, 2026 Baghdad - One News - 8/11/2026 The Iraqi parliament is paving the way for the approval of a new option for state employees, allowing them to obtain a long leave of five years or more in exchange for receiving half of the nominal salary, in addition to a six-month leave without pay.
Good Morning Dinar Recaps,
U.S. Treasury Market Pressure: Rising Bond Yields Test the Foundation of Global Finance
Higher U.S. borrowing costs are putting renewed pressure on the world’s benchmark bond market, raising questions about debt sustainability, monetary policy and the future structure of global capital flows.
Rob Cunningham: XRP Price Before Law v 2.0
8-11-2026
• XRP Price Before Law v 2.0 •
Last Friday’s major institutional question was:
“Why should we expose ourselves to digital assets before Congress tells us exactly what everything is?”
Also the “John Thune would suck in the WNBA, too” week in DC.
Businessman Breaks Down the Dinar RV Timeline
The Dinar Den: 8-12-2026
For over a decade, the Iraqi dinar has remained a subject of intense interest for global market observers, history buffs, and private currency enthusiasts alike. The concept of monetary reform in a nation transitioning from decades of conflict to global economic integration is a fascinating study of international relations, macroeconomics, and fiscal policy.
In a recent, highly detailed conversation, veteran market observers Stephen and David shared their personal journeys, deep research, and nuanced perspectives on the Iraqi dinar’s potential path toward international revaluation.