Palladium Long#Invest #Palladium #PALL #PA #XPDUSD
A weaker dollar after soft US inflation data has increased expectations for a Fed rate cut
US President Trump's announcement of tariffs of up to 100% on India and China to pressure Russia is increasing demand for safe haven assets, including palladium
Palladium prices have lagged behind other precious metals
Palladium production is gradually declining due to the depletion of deposits in South Africa, the US and Canada.
Recycling from old cars only partially compensates for the deficit
Despite the growth of electric vehicles, hybrid vehicles with internal combustion engines retain market share, and this supports demand for palladium for catalysts
New areas of demand:
China and India invest in hydrogen infrastructure. Palladium is used to purify hydrogen
Innovative technologies for using palladium to synthesize ammonia without CO₂ emissions
Supply reduction:
Producers Anglo American, Wesizwe Platinum and others are cutting investments due to low prices
Production in Russia is stable, but growth is only possible with the launch of the Chernogorsk deposit in 2026
Palladium is attractive as an alternative to gold due to its growth potential
From a technical point of view
-formation of a double bottom.
-There was already an exit, a false exit upward.
-Now a cup with a handle is being drawn.
How to participate in the growth?
-Buying a futures contract (US NYMEX ticker PA)
-buying through an ETF (for the US, ticker PALL).
*The ticker may be different on the stock exchange in your country
You can also look at companies with exposure to palladium
Norilsk Nickel, Sibanye-Stillwater and Anglo American
