The 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.
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.
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.
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.
Three sovereign mints produce flagship platinum coins for investors. Premiums, fineness, and tax treatment differ in ways that matter for long-term holders.
Sibanye started as a Gold Fields spinout and rebuilt itself into a top-three PGM producer in less than a decade. The portfolio is unique and the leverage is real.
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.
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.
Jewellery accounts for roughly a quarter of platinum demand and is dominated by two Asian markets. Their cultural relationship with the metal is shifting fast.
When palladium hit $3,400 an ounce, automakers did what they always do: re-engineer the problem. The substitution story is now reshaping the entire PGM market.
Every PEM electrolyser and fuel cell on the planet uses platinum group metals. We size the demand opportunity and separate the hype from the engineering.