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NKORF Palladium: What Retail Investors Need to Know

Mar 30, 2022

Crux Investor

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Matthew Gordon spoke with Derrick Weyrauch, President and CEO of Palladium One Mining (TSX-V: PDM) to discuss the global Palladium market, especially in the light of the currently planned sanctions against Russia.

Our previous interview: https://youtu.be/ffKMGTI4u30

Palladium One Mining Inc. is a Platinum Group Element (“PGE”) green energy metals focused company operating in tier 1 jurisdictions. The company boast a highly experienced management team with vast amounts of mining experience. The assets of Palladium One are comprised of the Läntinen Koillismaa (LK) project in north-central Finland and the Tyko Property located near Ontario Canada. The company boasts a diverse asset base with an approximate 50/50 split between battery metals such as cobalt, copper and nickel and precious metals such as palladium, platinum, and gold.

Weyrauch believes that the global palladium market will continue to experience extreme volatility in the foreseeable future. The global Palladium market is very small when compared to other mineral markets, with the global mined amount per annum being only 7 million ounces. The global palladium market is primarily controlled by Russia and South Africa, which are each responsible for 40% of the world’s palladium supply. South Africa is another challenged jurisdiction due to its political climate.

Weyrauch further believes that due to the use of palladium in catalytic converters of vehicle exhaust systems, the international community is hesitant to completely shut down 40% of the global supply. He believes that a dedicated palladium mining industry is required, to ensure supply security in the future.

Weyrauch believes that Palladium One Mining Inc. is well-positioned to meet the impending global demand, due to it only operating in stable jurisdictions. The Russia-Ukraine geopolitical situation, the possible reduction in palladium supply from South Africa and no viable alternatives for palladium in the automotive sector will only add to the minerals scarcity in the future.

0:00 - Company Overview
0:26 - Views on the Current Palladium Market
1:32 - Implications of the Russian Sanctions to the Palladium Market
2:49 - Possible Russia’s circumvention around the Sanctions through China
4:35 - Implications of the Governments’ Interventions to the Company Operations
7:49 - Possible Issues that might arise from Building a Mining Company
10:15 - Possibility of Palladium Substitution and its Implications
13:21 - ESG Implementation in Palladium Mining
15:18 - Implications of Primary Producers’ Byproduct Selling to the Palladium Market
17:58 - Perspective on Future Palladium Supply with regards to Scarce Primary Producers
20:43 - Issues around Nickel Prices at the London Metal Exchange
21:51 - Confidence in the Nickel Operations
24:02 - Implications of the Russian Sanctions to the Nickel Market
25:21 - Garnering Attention and Conversations for Collaboration and Investments
29:12 - Outro

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