SPROTT Special Report: The Palladium Play – Part 1
January 2019 The Palladium Play – Part 1 By John Ciampaglia, CFA, CEO, Sprott Asset Management “Palladium is a key component for ICE autocatalysts. While the escalating U.S.-China trade war hurt many commodities in 2018, palladium continued to rise. Spot palladium gained 18.6% in 2018 and has soared 124% since the beginning of 2016…. “Russia, the world’s largest palladium producer,35
The Palladium Play – Part 1 By John Ciampaglia, CFA, CEO, Sprott Asset Management
“Palladium is a key component for ICE autocatalysts. While the escalating U.S.-China trade war hurt many commodities in 2018, palladium continued to rise. Spot palladium gained 18.6% in 2018 and has soared 124% since the beginning of 2016….
“Russia, the world’s largest palladium producer, holds its official supply levels as a state secret. Many industry experts believe that Russia’s stockpiles have been largely sold. Supply concerns were further heightened in April 2018 when the U.S. levied more sanctions against Russia.”
Sergio Lujan Senior Investment Consultant 416.945.6223 slujan@sprott.com Matthew Harrison Senior Investment Consultant 416.945.3313 mmharrison@sprott.com
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