Global Platinum Primary Mine Supply Plus Recycling and Demand Estimates Platinum Supply – a Barrier to Global Decarbonisation in the Vehicle, Transport and Industry Sectors This review focuses on the…
Platinum is Extremely Oversold A Shortage of Physical Supply (Backwardation) Growing Supply-Demand Deficits in Platinum Higher Loadings of Platinum in Catalytic Convertors & Substitution of Platinum for Palladium, EV limitations…
The Final Washout Before the Major Multi-Year Rally - by David. J MitchellSummary CoverageIn an outright debt crisis of historical records (this is the worst global debt crisis ever measured),…
Where Are We Headed: Inflation, Asset Markets, Currencies, Commodities & Precious Metals.by: David J MitchellFounding Partner - Auctus Metal PortfoliosAs global asset markets collapse in value, investors and portfolio managers…
China’s Imports Shift Platinum Into A Global Deficit, Presenting A Conundrum To The Industry Research by: Dr David Davis PhD. MSc. MBL. CEng. CChem. FIMMM. FSAIMM. FRIC. In this long-dated…
THE CRUNCH IS COMING FOR SOUTH AFRICAN PLATINUM MINES, BY WAY OF WAGE DEMANDS by David Davis PhD. MSc. MBL. CEng. CChem. FIMMM. FSAIMM. FRIC. As indicated in my previous…
Precious Metals in 2022 Interest Rates Rising: A Very Bullish Signal For Precious Metals As we enter 2022 and reflect on how each asset market performed the previous year, initial…
Platinum Analysis (Ore Grades & South African PGM Mines’ Geological Structure) – Part IIby Dr. David Davis. IntroductionThis review continues the discussion mapped out in Part 1 ‘South African Platinum…
IntroductionThis review provides insight into the impact of the continuous long-term decline in South Africa’s Platinum (PGM) mine supply in an environment where Platinum and PGM demand is gaining significant…
Anglo American Platinum improves on guiding its 2021 PGM production outlook but reduces forecast for 2022 and 2023. They also announced a R3.9bn (circa. US$245 mill) Mototolo / Der Brochen…