Palladium

Palladium weekly special report based on 1.00 Lot Calculation:

PALLADIUM USE AND MARKET SHARE:

• Palladium is mostly used in catalytic converters by the car industry to reduce harmful gas emissions, while tightening regulations are forcing automakers to put more Palladium into each vehicle, which in turn could keep the demand outlook positive.
• MARKET SHARE (PRODUCERS): Russia is the largest producer, holding 43% of the market, while South Africa is the second largest with 33.00% of the market.
• MARKET SHARE (CONSUMERS): China is the largest Palladium consumer with 31%, while Europe and North America (USA) hold 20% each.

GEOPOLITICS: TRADE PROGRESS

• USA-CHINA TRADE DEAL SIGNED (JUNE 27): BETTER PALLADIUM DEMAND OUTLOOK IS EXPECTED. President Trump announced that the United States and China have signed a trade agreement, aiming to de-escalate tensions between the world’s two largest economies. For commodities, the agreement is particularly supportive of palladium prices, as improved U.S.-China relations raise expectations for stronger Chinese industrial demand, especially in automotive sectors.

USA: PRESIDENT TRUMP’S BIG TAX CUT BILL SIGNED INTO LAW (JULY 4, 2025)

• TRADITIONAL CAR MAKERS THAT USE PALLADIUM TO BENEFIT: According to CNBC, the new tax cut bill would end tax breaks (subsidies) for consumers who buy or lease Electric Vehicles (EV) after September 30, 2025. This could decrease consumer demand for Electric Vehicles, pushing consumers towards cars that run on petrol or diesel.

STATISTICS (2017 – 2021): PALLADIUM PRICE CHANGES DURING TRUMP’S FIRST PRESIDENCY

• PALADIUM PRICE ROSE 200% (OR $1,583.15) (JANUARY 20, 2017 - JANUARY 20, 2021): Palladium prices rose from $788.86 (January 20, 2017) TO $2,372 (January 20, 2021).
• PALLADIUM HIT THEN ALL-TIME HIGH ($2,787.85) (FEBRUARY, 2021): This would mark an increase of 253% or around $2,000 from Trump’s first day of presidency (January 20, 2017: $788.86).

STATISTICS (2025): PALLADIUM PRICE CHANGES DURING TRUMP’S SECOND PRESIDENCY

• DONALD TRUMP TOOK OFFICE FOR HIS SECOND TERM (JANUARY 20, 2025): PALLADIUM PRICES HAVE RISEN AROUND 24% SINCE THEN. Palladium started at $959.9 on January 20, 2025, marking an increase of around 24% on July 10, 2025 ($1,188)

Data Source: Meta Trader 4 Platform

Please note that past performance does not guarantee future results

EVENTS (CHINA):

• TUESDAY, JULY 15 AT 03:00 GMT+1: CHINA INDUSTRIAL PRODUCTION (JUNE). If June industrial data accelerates from May’s 5.8% growth, it would confirm continued momentum in factory activity which is a major demand driver for palladium. (PREVIOUS: +5.8%).
• TUESDAY, JULY 15 AT 03:00 GMT+1: CHINA GDP (Q2). A reading above the previous 5.4% growth would reinforce expectations of a stable economic rebound in the world’s largest palladium consumer. Stronger GDP growth supports infrastructure spending, manufacturing activity, and overall commodity demand, lifting palladium prices. (PREVIOUS: +5.4%)

EVENTS (USA):

• TUESDAY, JULY 15 AT 13:30 GMT+1: US CONSUMER PRICE INDEX (CPI) (JUNE): A softer CPI reading below the previous +2.4% would boost expectations of earlier Fed rate cuts and improve the outlook for global growth. Easing monetary conditions tend to support industrial activity and commodity demand, supporting palladium prices. (PREVIOUS: +2.4%).

PRICE ACTION:

• PALLADIUM HIT AN ALL-TIME HIGH OF $3,409 (March, 2022): Palladium price has traded around $1188, and if a full recovery takes place, the price of palladium could see an upsid of around 187%. Although the price could decline as well.

PALLADIUM, July 10, 2025.
Current Price: 1,188

Example of calculation base on weekly trend direction for 1.00 Lot¹

PALLADIUM

1. 1.00 lot is equivalent of 100 units
2. Calculations for exchange rate used as of 11:20 (GMT+1) 10/7/2025

There is a possibility to use Stop-Loss and Take-Profit.

• You may wish to consider closing your position in profit, even if it is lower than suggested one.
• Trailing stop technique could protect the profit.