I think the best thing to learn about in the platinum/palladium space is the cartel that was formed between Russia and South Africa (Both Briics countries) That could prove very interesting. They keep saying "its not a cartel" on TV which sounds like someone is forming a cartel to me hehe.
I don't know much about palladium but here's my thoughts on platinum
South Africa has approximately 80% of the worlds platinum reserves.
South Africa has been having awful trouble with its platinum mines with many closing or reducing production as they have been producing below or near cost leading to almost no new investment.
750 000oz of production was lost last year to strikes alone!
South africa doesn't have a state run platinum miner so they have to get some agreement from the miners (Amplats and Lomin are the big 2) if they want to reduce producion
Although it may take a while, once the supply excess have been run through I can see a long bull market.
"The author of a bull market is a bear market"
Very interesting. Sounds like a recipe for higher prices as South Africa carries a fair amount of Sovereign Risk these days.
I started writing you a response about the Sovereign risk in South Africa. It turned into a whole article. If you are interest its here
https://steemit.com/steemsilvergold/@tony10/could-south-african-sovereign-risk-cause-an-explosion-higher-in-platinum-prices