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.