Palisade’s Kerem Mermutlu had some very specific questions for me. He wanted to know if palladium’s spectacular rise is over. He wanted my latest take on uranium, which is also correcting, in advance of a potentially market-moving Section 232 report in the US. We talked about both, and the new data coming from China, which has implications for all metals prices.

Friday, April 5, 1:42pm, EDT, 2019