The Palladium Play – Part 2

By Shree Kargutkar

Part 2 in our palladium series explores the unique supply/demand fundamentals that support our bullish outlook; Part 1 provided a primer.

Palladium’s Chronic Supply Deficit Pushes Prices Higher

Palladium has been a standout performer, more than doubling in price in three years 2016 to 2018. YTD the white-hot metal is up more than 10% as of January 16, 2019. Palladium’s rise is best understood by analyzing its unique supply-demand dynamics. Russia and South Africa account for nearly 80% of the world’s production, and a chronic supply deficit keeps pushing prices higher.
Read on »