May 16, 2024・Original Analysis
Platinum Enters its Second Year of “Substantial” Deficit
Platinum is entering its second year of substantial deficit, according to the Platinum Quarterly report from the World Platinum Investment Council (WPIC).
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April 19, 2024・Original Analysis
The Copper Supply Shortage Is Here
With the AI boom and green energy push fueling fresh copper demand, and with copper mines aging and not enough projects to match demand with supply, the forecasted copper shortage has finally arrived in earnest. Coupled with persistently high inflation in the US, EU, and elsewhere, I predict the industrial metal will surpass its 2022 top to reach a […]