Ed Sterck, Director of Research at the World Platinum Investment Council, joins Steve Barton to explore the platinum and palladium markets, their supply-demand dynamics, and key investment trends. He shares his path from geology to leading platinum research, offering a clear view of current market forces and opportunities for investors.

The conversation examines platinum's near-million-ounce annual deficit, the constraints on mine supply, and the influence of recycling, jewelry, industrial use, and ETFs on pricing. Sterck contrasts platinum's outlook with palladium's approaching surplus, unpacks geopolitical and tariff effects, and highlights China's jewelry market, the hydrogen economy, and automotive demand trends.

He concludes with insights on where platinum's value may head and the factors that could reshape the PGM sector. Viewers are encouraged to like, share, and subscribe for more expert metals market analysis.

Connect with Ed Sterck!

YouTube: https://platinuminvestment.com/

LinkedIn: https://www.linkedin.com/company/world-platinum-investment-council/

🔥 Key Topics Discussed

✅ Platinum's near-million-ounce annual deficit ✅ Constraints on mine supply and recycling flows ✅ Jewelry, industrial, and ETF demand trends ✅ Palladium's shift toward a market surplus ✅ Impact of tariffs, lease rates, and geopolitics ✅ China's growing role in platinum jewelry demand ✅ Hydrogen economy and new industrial uses ✅ Global platinum and palladium production sources ✅ Substitution trends in catalytic converters ✅ Long-term outlook for the platinum market

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free Newsletter

Subscribe to my Substack

Technical Analysis Series

Rule Symposium 2025 (Livestream Replay)

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Ed Sterck's background

03:35 From geology to platinum research

05:59 Platinum and palladium supply-demand models

12:37 Investment demand and market categories

13:30 China jewelry demand & market breakout

18:28 Above-ground stocks and lease rate signals

20:48 NYMEX delivery standards and processing

26:15 White gold composition explained

27:13 Platinum-to-gold ratio analysis

28:46 Palladium market outlook

33:56 Platinum & palladium in catalytic converters

36:26 Nuclear power as a potential palladium source

39:03 New supply prospects for PGMs

43:41 Major deposits & supply constraints

45:44 Recession scenarios and platinum prices

46:45 Precious vs industrial classification of PGMs

47:38 Company-specific questions disclaimer

48:32 Platinum vs palladium investment value

51:13 Closing thoughts on PGMs and market outlook

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#Platinum #Palladium #EdSterck #PreciousMetals #PGM #Investing #Gold #Silver #Commodities #MarketOutlook #Mining #HydrogenEconomy #SteveBarton #InItToWinIt #SteveBarton