In this edition of The KE Report Weekend Show, we dive deep into two critical resource sectors facing profound shifts: Platinum Group Metals (PGMs) and global energy. PGM expert Jeff Christian breaks down the extreme price volatility in platinum and palladium, separating speculative hype from true industrial fundamentals. Meanwhile, energy analyst Dan Steffens analyzes escalating Middle East conflicts, tight physical refine product inventories, and why the real global oil supply shock may hit harder in late summer.
Segment 1 & 2 – Jeff Christian, Managing Partner at CPM Group, discusses the platinum group metals (PGM) sector following the release of their annual PGM yearbook. During the interview, he breaks down the six noble metals that comprise the PGMs, analyzes the driver behind recent price spikes and corrections, and provides insight into market fundamentals, industrial applications, and long-term investment potential. Click here to visit the CPM Group website to learn more about the firm – https://cpmgroup.com/Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, discusses the energy and oil sector amid geopolitical conflicts, shifting market expectations, and the depletion of the US Strategic Petroleum Reserve. He highlights key market drivers, including broken supply chains, low refined product inventories, and high crack spreads, while outlining investment opportunities in high-dividend energy companies. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis – http://www.energyprospectus.com/If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
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The KE Report: https://kereport.substack.com/Shad’s resource market commentary: https://excelsiorprosperity.substack.com/This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Jeff Christian
Dan Steffens