RE: EUA28 Apr 2020 14:28
Not the ideal time lol. The world has not magically stopped because of covid 19, the palladium deficit still remaims and china is back to business as usual with their car industry, which sill need PGMs for their cat converters.
South africa is now "junk" territory, so more eyes are actually on eurasia and what they have.
Norilsk still have massive expansion plans, that hasn't changed, and with them being out of a certain JV now, they need to find another palladium rich asset. I wonder where they could find one of those, hmmmmmmm?
GLA