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.
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.
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.
PlatinumEvery PEM electrolyser and fuel cell on the planet uses platinum group metals. We size the demand opportunity and separate the hype from the engineering.
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.
PlatinumBattery electric vehicles need no catalyst. So is platinum's biggest demand pillar collapsing? The answer is more nuanced than the headlines suggest.
PlatinumThree sovereign mints produce flagship platinum coins for investors. Premiums, fineness, and tax treatment differ in ways that matter for long-term holders.
PlatinumThree companies in one country produce more than half the world's platinum. We map the Bushveld players, their shaft depths, and why load-shedding is now a market risk.
PlatinumPlatinum 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.