Scarcer Than Gold: Platinum Group Metals at the Intersection of Industrial Demand & Supply Deficit
Platinum at ~$2,000/oz with three consecutive years of supply-demand deficits. Strategic allocation framework, mining concentration risk, CHF/gold correlation analysis, and 2026 portfolio positioning for hard-asset investors.
PGM
Platinum Group Metals
~$2,000 / oz · Supply Deficit · April 2026
Scarcer Than Gold: Platinum Group Metals at the Intersection of Industrial Demand & Supply Deficit