Platinum And Palladium: The Next Bubble
2025-07-15 15:40:41
Main Idea
Platinum prices have risen significantly due to increasing demand for strategic and critical metals, driven by AI's energy needs and limited supply.
Key Points
1. Platinum prices increased from $1,000 to $1,400, reflecting strong market demand.
2. Demand for strategic metals like platinum is driven by AI's reliance on silicon and energy, creating an 'infinite' demand scenario.
3. Annual production of platinum and palladium is limited to roughly 200 tonnes each, making supply extremely tight.
4. Historically, platinum and gold were valued at a 1:1 ratio, but this parity has disappeared, though the article questions why it wouldn't return.
5. The author is personally invested in platinum and palladium, citing strong fundamentals supporting their value.
Description
Only roughly 200 tonnes each of platinum and palladium are mined every year. That is basically none. The price of these metals must rise.
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