This is an interesting read/listen in regard to Palladium. a great example of the issues that present themselves when deficits are persistent.
Over 80% of PGMs come from Sth Africa and Russia - too concentrated for stable markets.
Palladium lease rates are at 22%
another tick for the dragon
https://www.sprottmoney.com/Blog/watching-palladium-make-new-all-time-highs-craig-hemke-23-1018.html
Let the drill bit do the talking., page-125
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