Hamad Ebrahim, NTree’s head of research, in discussion Paul Robinson, Director, CRU. They will cover the outlook for gold, silver, platinum, palladium, copper and nickel as well as whether a commodity supercycle has begun or not.
With the global automotive industry undergoing a shift towards more sustainable operations, the demand for improved battery technology is growing exponentially. As consumers and governments have been focused on the reduction of carbon emissions, the next step in battery development needs to solve some fundamental problems related to range, performance, reliability, weight and cost. How will these developments effect the commodities sector and wider capital markets?
Thanks to regular news coverage, professional investors are increasingly aware that blockchain will fundamentally alter their investment strategy decision-making. However, many investors do not understand the differences between blockchain, Distributed Ledger Technology and cryptocurrency. As this exciting technology reaches maturity, its applications in boosting transparency, efficiency and security in global markets is becoming ever more apparent.
As Internal Combustion Engines are gradually phased out across the world, the demand for Platinum and Palladium will likely be picked up by a new industry, no less transformational – Hydrogen Fuel Cells. Promising to radically alter the ways in which we produce and store energy, this technology will be instrumental in the transition to a zero-carbon economy across the world, with far-reaching benefits in both developed and emerging markets.
Two of the most expensive metals in the world, Platinum and Palladium are also vital in removing harmful gasses from vehicle exhausts - a vital step to a net-zero economy. Since the 1970s, Platinum Group Metals have been the most important component in catalytic converters, and as governments around the world gradually require ever cleaner vehicles, the load of metal per unit has increased in step.
One of the biggest stories of 2020, Gold has hit new heights in value in recent months. Far more than just a currency and a reliable store of value, it is also seeing growing demand for applications in electronics and industry. In this instalment of Metal.Digital’s Spotlight Series, we examine some of the less-heralded uses of Gold, focusing primarily on its applications in the transition to a fully electrified economy, and how Gold may be used as part of a diversified investment strategy.
As the best conductor of electricity known to science, the performance of the spot price of Silver has a lot more factors than simply money and medals. Invaluable in the manufacture of high-performance solar panels, in water purification systems and, increasingly, in 3D Printing, Silver is set to become increasingly important as we move into a net zero, sustainable economy.
The precious metal Gold was first smelted in the stone age. Today, only a tenth of Gold consumption comes from industry. The remainder is divided mainly into jewellery and investment. The price stability behind gold and its use in consumer good production, makes it a metal for the future.
The precious metal Silver has been known since ancient times. It has significant electrical and thermal conductivity, along with other key properties. Current demand is concentrated around manufacturing. Due to the proliferation of renewables energy and electric cars in particular, Silver is a metal for the future.
The precious metal Palladium has a wide range of applications independently, as well as in alloys. 75% of global output is currently used in exhaust gas treatment systems in motor vehicles, commonly known as catalytic converters. It is also used industrial catalysts, medicine, electronics and as an investment tool. Future demand will continue to rise as emissions standards are tightened globally, as well as from the nascent Hydrogen Fuel Cell industry.