Catalytic Converter Demand in the EV Transition: Platinum's Largest Market at a Crossroads
Battery electric vehicles need no catalyst. So is platinum's biggest demand pillar collapsing? The answer is more nuanced than the headlines suggest.
Battery electric vehicles need no catalyst. So is platinum's biggest demand pillar collapsing? The answer is more nuanced than the headlines suggest.
Spending data from the National Retail Federation and what it tells us about gold and silver demand.
Silver trades like copper one quarter and like gold the next. Understanding that schizophrenia is the key to sizing positions and timing entries through the cycle.
Why exploration-stage stocks can return 10x in a bull market and zero in a bear.
Platinum is roughly 30 times rarer in the Earth's crust than gold, yet trades at a discount. We unpack the geology, the mining math, and why scarcity does not always equal price.
WallStreetBets pointed at silver in early 2021 and the price barely budged. A retrospective on why the squeeze fizzled and what it taught us about paper vs physical markets.
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.
Comex silver vaults publish daily inventory data that almost no one reads correctly. Here's how to separate signal from noise and what the registered category actually means.
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.
Gold mining stocks underperform gold itself over most multi-decade windows. Royalty companies do the opposite. Here is the structural reason why.