Podcasts about PGM

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what's next for stablecoins in Africa's cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

In this interview, we introduce Tero Kosonen, Chairman & CEO of FinEx Metals (TSX.V:FINX), a newly listed exploration company with five projects in northern Finland, highlighted by the Ruoppa Project. FinEx is part of the NewQuest group, known for backing discovery‑driven exploration companies like Headwater Gold and Inflection Resources. Key discussion points: Strategic land position: Ruoppa lies just 17 km from Agnico Eagle's Kittilä Mine and near Rupert Resources' high‑grade Ikkari discovery. Exploration progress: Four years of groundwork including geophysics, trenching (highlight grab sample of 95.1 g/t Au), and top‑of‑bedrock drilling. Upcoming catalysts: A fully permitted maiden drill program starting in days (12-14 holes, ~2,500m) with results expected by mid‑September to early October. Strong team & infrastructure: Led by experienced Finnish geologists with excellent government relationships and support, operating in a region with roads, power, and year‑round access. Portfolio beyond gold: Additional permitted projects include nickel‑PGM‑cobalt targets in eastern Lapland with potential for partnerships. FinEx is well‑funded (~C$4M treasury) and positioned in one of the world's most prospective yet underexplored belts. Investors are watching closely for early drill results that could signal a new discovery. If you have any follow up questions for Tero please email us. Fleck@kereport.com and Shad@kereport.com.  Click here to visit the FinEx Metals website to learn more about the Company.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray shares insights on succession planning in the evolving banking landscape.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

The Year So Far

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Recording date: 18th June, 2025 The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation.According to investment firm Olive Resource Capital, both platinum and palladium have operated in substantial deficits exceeding 500,000 ounces annually since 2022-2023, representing approximately 5% of their respective markets. The global palladium market totals roughly 9 million ounces annually, while platinum demand reaches about 7 million ounces, making these concentrated markets particularly sensitive to supply-demand shifts.The current catalyst appears to be genuine physical demand from China, where investors are substituting PGMs for gold purchases, creating actual warehouse drawdowns rather than paper trading. This physical buying is removing metal from available supply, creating tangible market tightness. The substitution effect extends beyond investment to jewelry markets, where platinum's discount to gold attracts price-conscious consumers.Supply-side pressures are intensifying structural constraints. South Africa, which produces 56% of global platinum, faces ongoing mine rationalization as deep, labor-intensive operations struggle with profitability at recent price levels. Meanwhile, Russia, contributing 26% of palladium supply, has been liquidating inventory to fund military operations, creating near-term oversupply but longer-term supply concerns.Industrial demand remains robust despite electric vehicle growth. Hybrid vehicles actually require more PGM content than traditional engines due to thermal management needs, while broader industrial applications for emissions reduction continue expanding.The combination of persistent deficits, Chinese physical demand, South African supply rationalization, and stable industrial consumption has created conditions for sustained price appreciation. With only 18 months of above-ground platinum inventory and mine development timelines extending 7-10 years, supply response capabilities appear limited, potentially supporting a multi-year bull market in PGMs.Sign up for Crux Investor: https://cruxinvestor.com

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

In this episode, we sit down with MWB Akram Elias, 33º, PGM of the Grand Lodge of the District of Columbia, to discuss the challenges and opportunities facing Freemasonry in the 21st century. We explore how to effectively communicate the core values and positive impact of Freemasonry to a broader audience, while maintaining the traditions and privacy that make the fraternity unique. Join us for a thoughtful conversation on attracting new members, engaging with the community and ensuring the continued relevance of Freemasonry in today's world.Show notes: Join us on Patreon. Start your FREE seven day trial to the Craftsmen Online Podcast and get instant access to our bonus content! Whether it's a one time donation or you become a Patreon Subscriber, we appreciate your support.Get involved with America 250, share your Lodge event and see what's happening with the Grand Lodge of New York!Visit the Craftsmen Online website to learn more about our next Reading Room event, New York Masonic History and our Masonic Education blog!Follow the Craftsmen Online Podcast on Spotify.Subscribe to the Craftsmen Online Podcast on Apple Podcasts.Follow Craftsmen Online on YouTube, hit subscribe and get notified the next time we go LIVE with a podcast recording!Yes, we're on Tik Tok and Instagram.Get our latest announcements and important updates in your inbox with the Craftsmen Online Newsletter.Email the host, RW Michael Arce! Yes, we will read your email and may even reach out to be a guest on a future episode.Sponsor offer: Don't forget to use the promo code CRAFTSMEN to receive free shipping with your first order from Bricks Masons!Become a supporter of this podcast: https://www.spreaker.com/podcast/craftsmen-online-podcast--4822031/support.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org