Well this seems to have more industerial consumption over investment consumption. If this material is required for electric vehicles similar to pladium, than it could do well. Will pladium be a cheaper substitute in this market?
This seems to go through 10 year cycles. Notice peaks in 1980 1990 2000 and 2008. Will this spike again in 2017-2020 going over $10,000 a ounce? What drove those markets to spike? Was it industerial or investment consumption or a supply restriction. Will Africa that produces 85% increase or decrease production? How quickly can other nations increase production? Lots of questions here I do not know.