RESEARCH DESK
Context you can trace.
Original sources, publication dates and practical reading notes. No live quotes, invented market statistics or implied predictions.
01SOURCE NOTE / 3 November 2026
Gold: separate the demand channels
The Q3 2026 Gold Demand Trends report provides a framework for examining investment, jewellery, technology and central-bank demand. A change in one category should not be presented as the whole market.
Reading limitation: Quarterly estimates can be revised. A historical change does not forecast a price.
World Gold Council · 3 November 2026 → 02SOURCE NOTE / April 2026
Silver: read investment and industry together
The 2026 World Silver Survey covers supply and demand across the silver market. Read the historical tables separately from projections, and distinguish fabrication demand from investment flows.
Reading limitation: Annual publication; not a live inventory or trading source.
The Silver Institute / Metals Focus · April 2026 → 03SOURCE NOTE / 9 September 2026
Platinum: date every market-balance view
WPIC’s Q2 2026 Platinum Quarterly offers a dated view of supply, demand and investment. Its forecast can differ from a report issued earlier in the year as assumptions and conditions change.
Reading limitation: Forecasts are conditional. The linked landing page can roll to newer reports.
World Platinum Investment Council · 9 September 2026 → 04SOURCE NOTE / 14 May 2026
Palladium: follow the full catalyst cycle
Johnson Matthey’s 14 May 2026 report announcement connects the outlook for palladium with vehicle production, primary supply and automotive recycling. It describes a possible small 2026 surplus, rather than a settled full-year outcome.
Reading limitation: May outlook, not a November update. Do not directly equate methodologies across publishers.
Johnson Matthey · 14 May 2026 →A repeatable research checklist
- Identify the publication date and measurement period.
- Separate observed estimates from future forecasts.
- Check the definitions of demand, supply, inventories and balance.
- Consider the publisher’s perspective and compare original sources.
- Use current product terms and your own assumptions for a purchase decision.
Checked 13 November 2026. Sources are linked to their publishers. No affiliation or endorsement is implied.