Platinum Research Article

Pt the Next Great Trade of New Decade? 

Dr David Davis 

January 2021 

One of the most respected Platinum Group Metals (PGMs) researchers in the world Dr David Davis is a researcher for Auctus Metal Portfolios on the ground in South Africa (where circa.75% of PGMs are mined). We challenged Dr Davis to thoroughly investigate what makes investments into Platinum so appealing at this time and he has spent several months researching all of the fundamentals behind the supply and demand global picture of Platinum.

Dr Davis has generated several ground-breaking conclusions that support our price outlook for Platinum over the next few years.

We would like to share with our Auctus Metal Portfolios clients the most salient points of Dr David Davis’ thesis on Platinum (which ran to over several reports, the last one over 50 pages) and in particular the definitive conclusions that he has arrived at.

Dr Davis concludes that there will indeed be a substantial supply/demand imbalance in Platinum that will increase from 2021 and structural deficits all the way into 2030 as a result of many varying factors which we will summarize below. This rarefied imbalance will result in significant upward pressure on the price of Platinum. Dr Davis believes that the larger research houses, as well as Anglo-American Platinum (one of the largest producers of Platinum in the world) have significantly over-estimated Platinum production and underestimated the global increase in demand over the same period.


Dr Davis asserts...

PGM demand will continuously outstrip stagnant supply and overwhelm the balance in as little as two to three years.

These reports have been most challenging as they focus on the forward-looking supply/demand of PGMs. There are many intriguing questions that I have attempted to answer. This anticipated upward movement in the price will likely be supported by a combination of a number of market indicators characterised by strong consumer demand and tight physical availability, coupled with a continuous supply/demand market balance deficit.

The objective of this review is to provide evidence and timing to support this scenario."

Dr Davis continues…

What then is the future of PGMs given the scenario described above? The market balance for Palladium has been in deficit for at least 9 years and Rhodium is about to follow suit. In both cases, the supply imbalance has been the main driver of sky-rocketing price. In my view, Platinum will be next to board the price rocket.


 CLICK HERE to download the full article with a foretaste and synopsis of his much larger reports to be released by us in the weeks and months ahead.   


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