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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: sense who wrote (185334)	3/13/2022 10:48:40 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217734

It all hinges on whether Russian palladium will be off of the market or not, and that which is impacted by what the Germans and Chinese choose to do should Russian palladium be completely off of the market (I doubt), SBSW becomes the new sovereign In order for Russian palladium to be off of the market, platinum must rise (80% produced in S Africa, and by AngloPlat, ImpalaPlat, SBSW, and Northam Plat in S Africa, then Norilsk of Russia, followed by dribs and drabs Have not dug into economics of S African Pt mining economics, but understood that at ~900 they weren't covering all-in cost