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
Tag: #2025 Outlook
Palladium
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
Gold MarketsGold 2025 Outlook: The Five Drivers That Matter Most
After two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
May 8, 2026
Gold MarketsThe Case for $3,000, $5,000 and $10,000 Gold: Three Scenarios Mapped
Major banks publish targets across a wide range. Here is the actual reasoning behind each, the assumptions required, and the probability the market is currently pricing.
May 8, 2026