SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Fun-da-Mental#1 who wrote (81518)3/20/2001 11:30:11 AM
From: pater tenebrarum   of 436258
 
i agree with your concerns regarding industrial metals. the question is really whether the expected reduction in demand will outpace the concurrent reduction in supply. the PGMs are a special case, as they are unfortunately going to see supply increase sharply over the next few years, as the big SA producers are all expanding furiously.

it's different in e.g. copper....supplies continue to be rather tight. same goes for silver, the structural supply/demand imbalance wouldn't be dented much if demand were to say fall by 10% (which is a lot - annual demand is close to 900m. oz.).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News