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Gaius King

Gaius King
Materials Analyst/Strategist
Janus Analysis

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Materials & Energy Equities Commodities Thematic (Sector/Industry)
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bullishPlatinum
29 Jan 2025 21:23

Platinum Demand to Grow from 2025 Onwards

​Global platinum demand has stopped falling, with industrial and chemical demand is expected to surpass autocatalyst in 2035.  Though prices may...

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bullishPalladium
29 Jan 2025 17:57

Palladium Price to Double Within a Decade

​Investors underestimate growth potential of palladium due to supply constraints from Russia and South Africa, with demand expected to rise 26% in...

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08 Mar 2020 22:14

New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged

COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...

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bearishYellow Cake PLC
02 Mar 2020 20:14

YCA Valuation Update - Macro Driven SELL

Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...

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bearishUranium
26 Feb 2020 23:07

Primary & Secondary Supply Sufficient to Sate Global Uranium Demand for the Foreseeable Future

Primary supplies covered 83% of 2018 demand, secondary the remaining 17% Primary production reduced by 7,100/t pa by producer cuts Forecast that...

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