Palladium Prices in Medium Term to Normalize and Pull Back: Airguide

The video discusses the market dynamics of Palladium, Nickel, and Gold. Palladium prices were influenced by China's investment in fuel cells, but with subsidies pulled, prices are expected to normalize. Nickel's market is affected by Indonesia's export ban, which aims to boost local processing. Despite a potential supply gap, global supply remains stable. Gold saw increased interest due to global tensions, but without new catalysts, prices may not rise further. A shift from gold to US equities is noted as market sentiment improves.

What was the unexpected factor that influenced Palladium prices last year?

• Rising vehicle sales in India

• Increased demand for traditional cars

• China's investment in fuel cells

• Higher catalytic converter production

What percentage of the world nickel supply is affected by Indonesia's export ban?

• 20%

• 10%

• 5%

• 15%

How has the Philippines responded to the changes in the nickel market?

• Increased nickel supply by 50,000 tonnes

• Shifted focus to electric vehicles

• Banned nickel exports

• Decreased nickel production

What global events contributed to the crowded trade in gold?

• Decrease in US unemployment

• Economic growth in China

• Political tensions in Iran and Saudi Arabia

• Stability in the Korean Peninsula

What is the current trend in investment according to the gold market analysis?

• Rotation out of gold and bonds towards US equities

• Increased investment in bonds

• Shift from US equities to gold

• Stable investment in gold