Gold and silver have been in a bear market for several years from which there has been no escape, although an upward trend has been discernible for several months now. Corresponding share values are nevertheless still heavily undervalued compared to the large (standard) indices. And even though 2018 - contrary to all predictions - represented another record year in gold production, it can be assumed that the gold peak, i.e. the annual gold production, has reached its peak. This is mainly due to poor exploration in recent years and ever-increasing costs, mainly caused by declining gold grades in the rock.
Platinum and palladium are so similar that they virtually substitute each other. Palladium is already suffering from a supply deficit that does not seem to be going away in the coming years. In the case of platinum and palladium, there is strong industrial demand, which could even increase in the future in the context of the emerging electrical revolution. Innovative hydrogen storage technologies are already being researched in South Africa. Power generation with platinum catalysts is the big issue here. Cost-effective hydrogen storage systems for fuel cell vehicles and portable applications could quickly become reality. China alone plans to produce two million hydrogen fuel cell vehicles per year by 2030.
This report provides insightful information about the precious metals sector and provides insightful interviews with selected industry experts. The presentation of a number of interesting companies that are suitable for speculation on rising battery metal prices completes the report.
