PGMs výhodnejšie ako zlato
Problémy s baňami v JAR, zvyšujúci sa dopyt z automobilového sektoru a dopyt z rozvíjajúcich sa ekonomík budú mať vplyv na rast ceny platiny a paládia. Očakáva sa, že v nasledujúcich rokoch budú mať tieto kovy lepšie %-uálne zhodnotenie ako zlato.
Problems at the mines in South Africa, increasing demand due to the rise in auto sales and emerging markets like India and China will ensure that platinum and palladium outperform gold in the coming years.
According to BMO Capital Markets, robust demand growth coming from the auto catalyst market and other industrial applications, and a lacklustre and uncertain supply outlook, are projected to dramatically tighten the platinum group metals market into 2012.
Platinum group metals would benefit from their gold-like qualities, as investors continue to buy physical precious metals to protect against systemic risks associated with sovereign debt defaults, future inflation, and the US dollar.
BMO forecast platinum to average $US1636 a troy ounce this year and $US1800/oz next year, and palladium to average $US480/oz and $US525/oz.
However, it said, if supply does materialise as expected then there is a distinct possibility that platinum could peak at $US2400/oz and palladium could hit $US700/oz.
Článok: www.commodityonline.com/news/Platinum-palladium-to-beat-gold-soon-30796-3-1.html">
10.08.2010
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