The growing demand for PM’s in the worlds 2 biggest consumers of PM’s is on the rise.  This will be very impactful on global availability of product and pricing.

Strange coincidence for the timing of these Covid Variants appearing out of no where and potentially slowing demand  !!!???

Indian Imports

https://investmentguruindia.com/IndustryNews/Trade-Monitor—Surging-gold-imports-take-trade-deficit-to-14bn-in-March-2021-By-ICICI-Securities

China Imports

https://www.scmp.com/economy/china-economy/article/3129894/china-renews-appetite-gold-us85-billion-set-arrive-central