Stillwater Mining CEO Sees Palladium Prices Rising

The video discusses the impact of a 20% Chinese investment in Stillwater, emphasizing that it does not affect the company's operations significantly. It also covers market trends for Palladium and Platinum, noting stronger fundamentals for Palladium. The US business climate under the Trump administration is described as more business-friendly, particularly for mining. Finally, the economic outlook in Australia is explored, highlighting a two-speed market with a recovering property sector.

What percentage of the company is owned by Chinese investors, and how does this affect the company's operations?

• 10% ownership, with minimal influence

• 20% ownership, with no major impact on operations

• 50% ownership, leading to significant control

• 80% ownership, resulting in complete control

Why are the fundamentals for Palladium considered stronger than those for Platinum?

• Platinum has higher demand in jewelry

• Palladium is crucial for gasoline cars and emissions regulations

• Platinum is more abundant

• Palladium is used in diesel cars

What has been a significant challenge for the platinum industry?

• Underinvestment in South African mines

• Excessive production leading to surplus

• Lack of demand for platinum

• Overinvestment in South African mines

How has the business climate in the US changed under the Trump administration?

• It has become more regulated

• It has become more business-friendly, especially for mining

• There has been no change

• It has become less business-friendly

What is the current economic condition in Australia according to the speaker?

• A single-speed market with consistent growth

• A declining market with no signs of recovery

• A two-speed market with a recovering property sector

• An economy heavily reliant on tourism