Edward Sterck shares details from the World Platinum Investment Council's latest quarterly report, explaining that even though a surplus is now forecast for 2026, there are key nuances behind that outlook that investors should be aware of.

"There's been a stark change in how the market is perceiving platinum. It's trading now as part of the precious metals complex, whereas in the past the correlation to gold was extremely low — in fact, it was actually slightly negative," he said.

This interview was filmed on September 15, 2026.

0:00 - Intro

0:19 - Surplus forecast nuance

2:42 - Market still precarious

4:14 - Deficit still in the cards?

6:10 - AI, green hydrogen use

8:19 - Jewelry demand takes hit

10:21 - Mine vs. recycling supply

12:17 - New platinum price base?

14:20 - Watch debasement trade

15:49 - Outro

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