Thread by @FibSixOne8

Since knee-jerk price collapse, $gato.to was up as much as 140% if you were buying when other were fearful.

Same for $rio.v.

$air.v next? Not a lot of developed/developing pge deposits out there in safe jurisdictions. For small caps, there's like 5-6 in the world?

$fme.ax

whether it's a slow decline, or a sudden 50% off, both these these #platinum #palladium deposits are being priced like the supply of these critical and rare metals is secure for the next 30 years, and gas/diesels cars are already phased out.

$fme.ax

4 pie charts.

1 and 2 are palladium demand and source of origin.

3 and 4 are platinum demand and source of origin.

While auto uses up almost 75% of palladium, it only accounts for 1/3rd of platinum. These elements occur in the same deposits.

So if palladium price goes down, so does incentive to invest in finding more. But that impacts new platinum supply at the same time.

This isn't unique to PGM's. Supply issues along with USD decline is going to have an amplified effect on commodity prices of all types.

Please leave your ideas below on what you feel the tightest markets are. I like #antimony.