tag:blogger.com,1999:blog-69457338689229923642011-08-29T03:19:22.558-04:00Fundamental analysis of Palladium: Palladium demand, Palladium supply, Palladium reserves, Palladium shortage and Palladium outlook.WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-6945733868922992364.post-66879789061978194762009-10-20T10:18:00.003-04:002011-02-11T08:34:33.112-05:002011-02-11T08:34:33.112-05:00

For my daily and weekly stock and commodities comments and updates please visit my new blog Wall Street Watchman I am so busy that I will no longer be able to keep this blog updated!

WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.com0http://palladium-bar.blogspot.com/2009/10/new-blog.htmltag:blogger.com,1999:blog-6945733868922992364.post-73312410552453698122008-08-19T09:18:00.002-04:002008-08-19T09:20:55.788-04:002008-08-19T09:20:55.788-04:00

We are living in a world of increasing geopolitical tensions (terrorism, nuclear proliferation, new superpowers’ confrontation, oil crises, new cold war…): the world is changing and a new international equilibrium must still be found. The latest front in this scenario and the most immediate source of potential troubles is the Russia-Georgia crisis with the external involvement of the USA and its

WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.com0http://palladium-bar.blogspot.com/2008/08/russia-georgia-nato-crisis-palladium.htmltag:blogger.com,1999:blog-6945733868922992364.post-55414388939826711472007-10-01T10:33:00.000-04:002007-10-01T10:41:36.933-04:002007-10-01T10:41:36.933-04:00

The Platinum/Palladium spread is a ratio of very much interest for PGMs analysts and traders but there is not much freely available litterature about it. I will try to analyse it in this post from an historical, technical and fundamental point of view and I will finally try to make some hypothesis on its future direction. Daily Pt and Pd charts<!--[if gte vml 1]>

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The Russian Federation dominates world palladium production and supply through Norilsk Nickel output and through strategic state stockpiles. These Russian palladium stockpiles were built in times of excess supply, during the seventies and eighties, and used in order to balance the market. During the nineties when Norilsk Nickel production could not meet growing palladium demand from the

WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.com5http://palladium-bar.blogspot.com/2007/09/russian-palladium-stockpiles.htmltag:blogger.com,1999:blog-6945733868922992364.post-47540686248524080952007-09-07T09:55:00.000-04:002007-09-07T10:01:39.327-04:002007-09-07T10:01:39.327-04:00

Over the last few years there has been a lot of talking about diminishing oil reserves and peak oil production: the time at which the peak in oil production will occur will depend on the rate of consumption and amount of ultimate oil reserves in place. The current mean estimate of proven oil reserves are estimated between 950 and 100 billion barrels, at the current production rates there are

WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.com0http://palladium-bar.blogspot.com/2007/09/palladium-reserves-and-palladium.htmltag:blogger.com,1999:blog-6945733868922992364.post-11369603787493279492007-09-06T05:21:00.000-04:002007-09-06T05:46:01.319-04:002007-09-06T05:46:01.319-04:00

In my previous post, I have analysed the historical trend of Palladium supply by studying the world Palladium mining output from the beginning of the last century to the present time. In this post, I am focusing on the Palladium historical demand trends. A brief introduction on the procedure followed to analyse the time series: first I collected data from various sources (mainly USGS, Johnson

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Following an extensive research I have collected data from various sources such (USGS, Johnson Matthey, US Census, Customs, Producers…) and harmonised them in order to produce a Palladium world mining output history time series going back to the beginning of 1900. Below is the chart of the yearly world Palladium production (in thousand troy ounces)1915 to 2007. As far as the nominal amount is

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Following an extensive research I have collected data from various sources such (USGS, Johnson Matthey, US Census, Customs, Producers…) and harmonised them in order to produce a Palladium price history time series going back to the beginning of 1900.Below is the chart of the monthly Palladium nominal price and its inflation adjusted price in current USD from 1910 to August 2007.

WallStreetWatchmanhttp://www.blogger.com/profile/06681175249301805377noreply@blogger.com1http://palladium-bar.blogspot.com/2007/08/palladium-price-history-from-1910.htmltag:blogger.com,1999:blog-6945733868922992364.post-490287491430862192007-08-27T15:57:00.000-04:002007-08-27T16:09:12.310-04:002007-08-27T16:09:12.310-04:00

Palladium and PGM Ruthenium, rhodium, palladium, osmium, iridium, and platinum together make up a group of elements referred to as the platinum group metals (PGM). Palladium It is the least dense and has the lowest melting point of the platinum group metals. It is soft and ductile when annealed and greatly increases its strength and hardness when it is cold-worked. It is found associated

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