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Janus Analysis

Janus Analysis

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Materials & Energy • Equities • Commodities • Thematic (Sector/Industry)
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bullish•Platinum
•30 Jan 2025 05:23

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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bullish•Palladium
•30 Jan 2025 01:57

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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•09 Mar 2020 06:14

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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bearish•Yellow Cake
•03 Mar 2020 04:14

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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bearish•Uranium
•27 Feb 2020 07:07

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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