PlatinumPlatinum 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.
MiningRanking the largest single-asset producers in the world and what unites them.
PlatinumPlatinum 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.
MiningThe two largest pure-play gold miners diverge in geography, asset quality, and capital strategy.
SilverWhen the gold-to-silver ratio crosses 80, contrarians start circling. We dig into five historical instances and what each one meant for the next 24 months of silver returns.
PlatinumJewellery accounts for roughly a quarter of platinum demand and is dominated by two Asian markets. Their cultural relationship with the metal is shifting fast.
PlatinumWhen 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.
MiningAverage mined grades have halved in 30 years. Here is what that means for prices and supply.
PlatinumNorilsk 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.
JewelleryWhy custom-designed pieces from named ateliers can outperform bullion over decades.