Weekend Show - Jeff Christian & Dan Steffens - PGM Market Overview, In Depth Oil Commentary

The KE Report · Jul 25, 2026 · 1h 3m

In this edition of The KE Report Weekend Show, we dive deep into two critical resource sectors facing profound shifts: Platinum Group Metals (PGMs) and global energy. PGM expert Jeff Christian breaks down the extreme price volatility in platinum and palladium, separating speculative hype from true industrial fundamentals. Meanwhile, energy analyst Dan Steffens analyzes escalating Middle East conflicts, tight physical refine product inventories, and why the real global oil supply shock may hit harder in late summer. Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, discusses the…