Interviews and Articles

Annual Market Outlooks

Interviews and Articles

Jeffrey Christian on gold, copper and the debasement trade

Critical minerals have moved from trade press footnotes to daily front-page news. In October 2025, an Australia–U.S. pact on rare earths, escalating Chinese export controls, record-setting precious-metals prices, and mounting copper-supply risks converged into a single narrative: resource security is now industrial strategy.

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Palladium’s Quiet Opportunity: Supply Strains, Auto Demand, and Intermediate-Term Upside

Jeffrey Christian of CPM Group dive into the current factors shaping the Palladium market. With mine supply declining and auto industry demand holding steady, is the stage set for a significant move? From recent price swings to what some may consider prime entry points around $1,050, they explore whether this could be the moment Palladium breaks out and why investors are watching closely.

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