Johnson Matthey just released their May, 2019 PGM Market Report, a true treasure trove of information relating to every aspect of the platinum group metals. This report is available free online (johnsonmatthey.com) and is an objective and exhaustive summary of what has happened in this marketplace over the past year along with expectations for future supply and demand.
My read is that it dramatically underscores the critical uses of these metals and the tenuous supply and demand paradigm that exists in the market. These are my conclusions and my words, not JM‘s and it leaves me a big time BULL!
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