Commodities

Palladium Output Cuts Needed to Bolster Market, Northam CEO Says

  • Analysts predict widening surpluses of the metal used in cars
  • Dunne sees industry destocking of PGMs taking another year

Palladium ingots

Source: Bloomberg
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Palladium prices won’t recover unless the mining industry cuts supply further, according to the boss of a South African producer.

Palladium – mostly used to curb emissions from gasoline vehicles – has fallen 72% since peaking in March 2022 following Russia’s invasion of Ukraine. Just over two-fifths of the metal is produced by Russia’s Norilsk Nickel PJSC as a byproduct of nickel mining, but palladium is also extracted alongside platinum in South Africa, Zimbabwe and North America.