We have written many research pieces regarding South African production of PGM’s (Platinum Group Metals) and the critical situation regarding energy production supplied by the sole utility provider Eskom. These…
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 Mitchell Summary Coverage In an outright debt crisis of historical records (this is the worst global debt crisis…
Where Are We Headed: Inflation, Asset Markets, Currencies, Commodities & Precious Metals. by: David J Mitchell Founding Partner - Auctus Metal Portfolios As global asset markets collapse in value, investors…
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 conclusions would suggest that…
Platinum Analysis (Ore Grades & South African PGM Mines’ Geological Structure) – Part II by Dr. David Davis. Introduction This review continues the discussion mapped out in Part 1 ‘South…
Introduction This 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…
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…
Historically Speaking the Precious Metal Seasonal Pattern Persists in Buying opportunity in Gold, Silver & Platinum by David J. Mitchell IMMENSE SEASONAL BUYING OPPORTUNITY IN GOLD, SILVER & PLATINUM IS…