Platinum surges to record highs, eclipsing gold and silver in 2025

View: Source While gold and silver have commanded investor attention throughout much of the calendar year, another precious metal has emerged from the shadows to deliver the most spectacular performance of 2025. Platinum futures have staged a remarkable rally, culminating in a breathtaking nine-day surge that pushed prices to an all-time high of $2,323 per ounce, closing just below that level …

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Potash, platinum and copper stand out for long-term value

View: Source Three long-life mining assets anchor a set of commodity ideas built around tightening supply conditions and improving demand signals. The opportunities span potash, platinum and copper, each showing potential pricing upside over the coming years. BNN Bloomberg spoke with Taylor McKenna, analyst at Kopernik Global Investors, who outlined his case for K+S, Valterra Platinum Holdings and Glencore as compelling …

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JPM Says “Platinum, Higher for Longer”

View: Source (photo credit: PR) Platinum prices are high enough to begin to turn the gears of supply rebalancing but this will take time and, in the interim, we still see a deficit market and a further rally in gold supporting platinum prices to average $1,670/oz in 2026. In the near-term, tariff risk is most acute in palladium, which will continue to …

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UBS Lifts Palladium Forecasts as Options Market Signals Ongoing Optimism

View: Source UBS has increased its price outlook for palladium by $50 an ounce across all forecast horizons, saying it expects the metal to remain modestly undersupplied through next year. The bank noted that sentiment in the options market is still leaning positive, although it has drifted closer to neutral compared with earlier in the year. Current implied volatility skews between …

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Why Platinum Could Surge Higher From Here

View: Source The U.S. is offloading dollars for critical minerals… And so should you. The goal is to bolster domestic industries critical to national security and to secure domestic supply chains. To that end, the government has taken direct equity stakes in private businesses and made loans and grants to promote various industries – including critical minerals, artificial intelligence, semiconductors, national defense, …

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PGM rally pushes SA’s mining output higher

View: Source September’s production up 1.2% from a year ago, with the sector in expansionary territory in the third quarter. SA’s mining production rose 1.2% in September compared with a year prior, outperforming consensus expectations and pushing the mining sector into expansionary territory in the third quarter. After a 5.1% gain in July and a flat reading in August, mining production …

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Will Ending of EV Subsidies Impact Palladium Demand, Prices?

View: Source Between early April and October 2025, palladium prices rose over 95% from $870 to nearly $1,700 per troy ounce, rising in lockstep with gold, silver and platinum over the same period. Prices for all four metals, however, corrected sharply in late October. The global inflation narrative that fueled the rally has three primary elements: Many countries including Brazil, China, …

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Why Silver and Platinum Are the New Strategic Metals of 2025

View: Source Rising Industrial Demand and Supply Constraints Boost the Strategic Value of Silver and Platinum. KEY TAKEAWAYS Solar panels now use less silver per watt, but record installation growth keeps total silver demand climbing. Platinum is finding new strength in hydrogen technologies such as fuel cells and electrolysers. Efficiency gains, installation growth, and recycling trends will reveal how sustainable these …

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Gold Rebounds After Strong Pullback – Silver, Platinum Forecasts

View: Source Key Points: Gold climbed back above the $4100 level. Silver attempts to settle above $49.00 as trades bet on a rebound. Platinum tested the $1600 level. Gold Gold is moving higher as traders increase their long positions after the strong pullback. A move above the resistance at $4170 – $4180 will push gold towards the next resistance level at $4370 …

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Palladium Eases After Hitting Highest Since April 2023

View: Source Palladium hovered just below $1,560 an ounce as investors took a breather after the metal surged to its highest level since April 2023, reaching $1,665 on October 16. Prices up roughly 34% this year, supported by unpredictable US-China trade tensions, geopolitical uncertainties, and strong market expectations of Fed rate cuts. China has accused the US of stoking panic over …

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