PalladiumTwo Continents, One Basket: The PGM Supply Mix Explained
Russia mines palladium-rich ore. South Africa mines platinum-rich ore. Neither can switch ratios, and that geological accident shapes the entire PGM market.
May 9, 2026
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Palladium
PalladiumThe Palladium Demand Cliff: What Happens When Cars Stop Burning Fuel
Battery electric vehicles use no palladium. As BEV penetration crosses 20%, palladium faces a structural demand decline that no investment story can offset.
May 9, 2026
PalladiumThe Quiet Substitution: How Platinum Is Eating Palladium's Lunch
For two decades, autocatalyst makers swapped platinum for palladium. Since 2020, the trade has run in reverse, and the implications for both metals are huge.
May 9, 2026
PalladiumNorilsk Nickel and the Geography of Palladium Risk
A single Siberian mining complex produces close to 40% of the world's palladium. Understanding Norilsk Nickel is non-negotiable for any palladium investor.
May 9, 2026
PalladiumWhen Palladium Outshone Gold: The 2019 Price Inversion Explained
For the first time since 2002, palladium traded above gold in late 2018 and spent most of 2019 as the most expensive of the four major precious metals.
May 9, 2026
PlatinumThe Case for Platinum at $2,000+: Building a Multi-Year Bull Thesis
Platinum has not traded above $2,000 since 2008. The structural case for revisiting that level is stronger than at any point in fifteen years. Here is the framework.
May 9, 2026
PlatinumPlatinum vs Palladium Price Inversion 2018-2024: Anatomy of a Six-Year Reversal
Platinum traded above palladium for most of recent history, then fell behind in 2018 and stayed there. The inversion is now reversing again. Here is why.
May 9, 2026
PlatinumRussian Platinum Exposure: Norilsk Nickel and the Sanctions Question
Norilsk Nickel produces roughly 40% of global palladium and meaningful platinum as a by-product. Sanctions risk has reshaped how the West thinks about PGM supply.
May 9, 2026
PlatinumPlatinum Group Metals Overview: Pt, Pd, Rh, Ir, Ru, Os Explained
Platinum is the headline name, but five sister metals share its geology and many of its uses. A practical guide to the full PGM family for serious investors.
May 9, 2026
PlatinumThe 2008 Platinum Spike Retrospective: When the Metal Hit $2,300 and Then Crashed
In March 2008, platinum traded above $2,300 per ounce, a record that still stands. The collapse that followed teaches more about the metal than the rally itself.
May 9, 2026