This month, Platinum Perspectives argues that the palladium price is important for platinum investors. High demand and consecutive deficits increase risks to automakers of insufficient palladium and are a likely driver of some substitution by platinum in gasoline cars.
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Our May 2018 Platinum Perspectives highlights potential platinum demand growth from Fuel Cell Electric Vehicle (FCEV) adoption. The similarity of fuel cell power growth to past growth in wind and solar power has not been widely recognised.
Our April 2018 Platinum Perspectives highlights that platinum’s precious metal attributes could appeal to gold investors.
Our March 2018 Platinum Perspectives addresses why we believe the launch of a new ETF in the U.S. could increase investor interest and investment demand for platinum.
Our February 2018 Platinum Perspectives addresses why we believe platinum loadings on diesel cars are likely to increase.
Our January 2018 Platinum Perspectives explores whether new car CO2 will continue to rise, and whether diesel will continue to be a negative for platinum sentiment.
Our December 2017 Platinum Perspectives explores whether Sibanye-Stillwater’s proposed acquisition of Lonmin is meaningful to the platinum market.
Our November 2017 Platinum Perspectives addresses why we see upside potential from China auto demand.
Our October 2017 Platinum Perspectives addresses why we do not believe the positive correlation with gold is a negative.
Our September 2017 Platinum Perspectives addresses why we believe independent testing could impact European diesel passenger market share.
Our August 2017 Platinum Perspectives addresses why we believe the market is overestimating the impact of China jewellery decline, and missing the significant upside potential in India.
Our July 2017 Platinum Perspectives addresses why we believe the market is overestimating the potential impact on platinum demand from “Electric” Vehicles.
Our June 2017 Platinum Perspectives addresses potential impact on platinum demand from the declining European diesel market share, and reasons why the market is overestimating the negatives.