Palladium (PALL) has no doubt been the star performer in the commodity space with a staggering 400+% gain in the past 4 years. There is a compelling fundamental story behind the meteoric rise in palladium, which is well covered by fellow authors. To wit from Ron Struthers' piece:
Palladium is mostly used in the auto industry for pollution control with catalytic converters. Electric vehicles will be a long time coming to replace any significant amount of gasoline/diesel driven vehicles. Meanwhile, pollution standards are being tightened that will keep demand high. China has