Jeff Christian – Platinum and Palladium Outlooks, Investment Demand For The Stocks
Jeff Christian, Managing Partner at CPM Group joins us to focus on the Platinum and Palladium markets. We start on the demand side considering the uses in auto engines, including hydrogen engines. Also we ask Jeff about substitution risk if prices of either metal moves aggressively. We then move to the supply side and any major changes Jeff sees on the horizon.
From the investment angle we ask about investment demand. These markets are very small in the big picture but there are a couple keys to understand about the long term investors and what can bring more investors into these metals.
Thanks for the feedback Stuart. We’ll be sure to focus a bit more on the supply demand imbalance next time we chat with Jeff.
Please send me any stats or articles you would like us to discuss.
Cory, a suggestion would be reach out to either Jamie Levy or Kerry Knoll from Generation Mining and interview either about the demand and supply drivers of the Palladium market. Thanks.
Good idea Stuart, I’m on it 🙂
Yes, Stuart please clarify exactly what you are looking for with supply and demand, as it relates to palladium.
We absolutely did discuss both platinum and palladium in relation to industrial demand with auto catalysts, the potential substitution risk from platinum to palladium, the investor demand for Pt and Pd bars & coins and how significant it was to overall price action, and where the major supplies were being sourced from internationally from a mining perspective. That’s a lot of ground to cover in 15 minutes, but if you have specific questions for future discussions then please list them or email us with them. Thanks.
Anything, something that speaks to Palladium supply and sources of growth, sources of demand. They didn’t even discuss Palladium supplies or Palladium demand. The focus was nearly entirely all on factors affecting Platinum. You might hear the word Palladium a few times vs dozens for Platinum.
That’s a no brainer..
…. history Chinese like platinum ..
Oil is still king.
OOTB Jerry
Oct 19, 2023 19:04 PM
Platinum is going to over take palladium soon
Reply🧐
Agreed OOTB. Historically Platinum traded at a premium to Palladium and Gold for that matter.
That is why most credit cards have a Platinum level above Gold and Silver, and not a Palladium level.
I think many investors are asleep on the move Platinum could make in the next 2-3 years, and even more so on the North American or Australian projects that could supply some of that outside of the problematic South African and Russian sources. There is definitely an opportunity in Platinum hiding in plain sight.
Thanks for the reply EX
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US..
Has been taken over for sure.
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Platinum has very little history compared to gold and silver and is not a monetary metal so it should be no surprise that it has no fixed relationship with gold regarding its trading behavior. In the late 1880s it traded at one-twentieth the price of gold but matched it about 15 years later. From the 1930s to the 1960s is beat gold easily since it was allowed to trade freely while gold was fixed by the gov at $35.
It will rise from here mostly due to inflation but I wouldn’t bet on it blasting past gold anytime soon.
https://sdbullion.com/media/wysiwyg/blog2/Platinum_Price_History_Platinum_Price_140_year_chart_in_US_dollars_SD_Bullion.png
I agree with not blasting past gold anytime soon
Jeff is really uneducated about EVs. At the end of the interview he rambles about that we don’t now how long battery packs last in EVs since they only been on the roads a few years. Surprising to hear this nonsense in 2023 and makes me wonder how little he knows about metals. Probably not a lot.
Not one of the better interviews. Title said Platinum and Palladium but discussion barely touched Palladium and certainly didn’t address supplying demand imbalances. A core issue and seemed a rather obvious topic. Disappointed.