Aberdeen Standard Physical Palladium Shares ETF 

PALL tracks the palladium spot price, less trust expenses.

Palladium's bull market peaked in March 2022 at $3,380.50 per ounce, coinciding with Russia's invasion of Ukraine. Russia and South Africa are the leading producers of palladium, causing supply concerns due to the war in Ukraine. Palladium prices have dropped below $1,000 per ounce in November 2023, creating a potential buying opportunity for abrdn Physical Palladium Shares ETF.

PALL: The Palladium Premium Over Platinum Collapses

Palladium has been the worst-performing precious metal in the past few years due to declining demand in automotive applications. Auto accounts for 80-85% of palladium demand. Palladium is usually produced as a byproduct of mining other metals like silver and copper. Supply is price-inelastic. This was a blessing when demand exceeded supply, leading to squeezes. However, in the coming years as palladium for catalytic converters is phased out, the blessing will turn into a curse as supply of palladium will not decrease with lower prices.

PALL: Blessing Turn Into A Curse

abrdn Physical Palladium Shares ETF allows investors to track the dynamics of palladium without going into the precious metal. Palladium has a strong underlying demand from the automotive sector due to the tightening emission standards. Despite the recovery in vehicle registrations, I would rather Hold the shares of PALL, as the economic slowdown is weighing on industrial metals demand.

PALL: Strong Fundamentals For Growth Remain Intact

PALL has continued to bleed since we published our constructive thesis on February 15. Speculators have established a record net short position in palladium on Nymex, indicative of an excessively bearish sentiment. If potential supply constraints from Russia materialize later this year, a significant short-squeeze could ensue, pushing palladium prices and PALL up.

PALL And Palladium's Inflection Point

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Palladium and the abrdn Physical Palladium Shares ETF are oversold, presenting a contrarian investment opportunity, as above-ground inventories remain low. Bearish market sentiment stems from a belief electric vehicle demand will erode palladium buying, while many automakers are already switching to cheaper platinum for catalytic converters. A record net short position in palladium futures could lead to a short squeeze and potentially sharp price increase.

Palladium Overdue For A Large Rebound: Buy PALL

I advise against investing in Palladium and the abrdn Physical Palladium Shares ETF due to the rapid adoption of electric vehicles, which do not require catalytic converters - a major use for Palladium. Despite historically outperforming gold, I predict a decline in demand for Palladium as the sale of internal combustion engine vehicles decreases, putting pressure on Palladium prices. I suggest investors looking to invest in precious metals as a store of value should stick to gold bullion, which does not face the same demand issues as Palladium and Platinum.

PALL: Palladium May Be In Terminal Decline

PALL: Palladium Finds A Bottom

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Latest CFTC Data shows the largest net speculative short position on record. Current data is a month behind, and we expect it to be even larger.

CFTC Data Shows The Largest Speculative Palladium Short On Record

Palladium positioning is at extreme short levels not seen in the past decade. While Palladium's long-term future has big question marks, we think short term, there are good fundamental reasons for a price rise.

Palladium: 4 Reasons Why We See A Big Short Squeeze

Palladium is expected to be a profitable investment in 2023 due to a combination of macroeconomic and fundamental drivers. The outlook for palladium is positive due to a restocking cycle in the auto industry, tighter mine supply, recycling constraints, and regulations aiming at lowering pollution in the automotive industry.

PALL: The Right Choice To Capitalize On Palladium's Potential In 2023

Palladium has been outperforming other precious metals by a healthy margin this year and is expected to continue this trend.

Palladium ETF Outshining Gold

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Russia plays a crucial role with regard to palladium on a global scale, and the ongoing conflict with Ukraine is only putting increased strain on supply, which could keep prices elevated. “Russia's invasion of Ukraine has infused massive uncertainty into the global palladium supply chain, pushing the autocatalyst metal to an all-time intraday high of [.

Ongoing Russia-Ukraine Conflict Could Keep Palladium Prices Elevated

A palladium exchange traded fund shined on Monday as the precious metal is expected to slip back to a deficit this year. The abrdn Standard Physical Palladium Shares ETF (NYSEArca: PALL) increased 4.9% on Monday while the palladium spot price was up 4.9% to $2,041.6 per ounce.

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The move away from fossil fuels, investors' focus on climate change, and the war in Ukraine are causing supply scarcity for oil and natural gas, metals, grains, and other commodities. This, in turn, is leading to more investors turning to commodity ETFs in large numbers to diversify their portfolios.

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The U.K. announced on Sunday that it will increase tariffs on platinum and palladium imports from Russia and Belarus in a new series of sanctions targeting £1.7 billion ($2.1 billion) of trade. The U.K. announced that these sanctions are intended “to further weaken Putin's war machine.

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Trading in two precious metals key to global industry got swept up in the disruptions caused by the war in Ukraine and Western sanctions against Russia.

The Wall Street Journal: Palladium and platinum prices jump after London market blocks Russian precious metals

Palladium-related exchange traded funds rallied on Wednesday as the traders began to doubt the progress in peace talks between Russia and Ukraine. The abrdn Standard Physical Palladium Shares ETF (NYSEArca: PALL) jumped 5.4% on Thursday, testing its long-term resistance at the 200-day simple moving average.

Palladium ETF Rebounds on Skepticism Over Russia-Ukraine Peace Talks

ETF Trends' CEO Tom Lydon discusses the Aberdeen Standard Physical Palladium Shares ETF (PALL) on this week's ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show. PALL is a commodities ETF, as palladium is a precious metal that is used mostly in catalytic converters to help reduce greenhouse gas emissions in vehicles.

News for Aberdeen Standard Physical Palladium Shares ETF ETF (PALL)