<![CDATA[Cerlogic Markets Research: Research]]>https://intel.cerlogic.com/s/researchhttps://substackcdn.com/image/fetch/$s_!Coee!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F661a3cce-351a-4685-b77a-07433de8b043_1024x1024.pngCerlogic Markets Research: Researchhttps://intel.cerlogic.com/s/researchSubstackThu, 22 Oct 2026 02:00:54 GMT<![CDATA[PGM Scorecard, October 2026]]>https://intel.cerlogic.com/p/pgm-scorecard-october-2026https://intel.cerlogic.com/p/pgm-scorecard-october-2026Wed, 21 Oct 2026 15:36:39 GMTBoth Platinum and Palladium are way below January’s record levels. We don’t know when they’ll stop, and what will trigger that, but we do know that the trends will tell us when it’s safe to get back …

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]]><![CDATA[Uranium Scorecard, October 2026]]>https://intel.cerlogic.com/p/uranium-scorecard-october-2026https://intel.cerlogic.com/p/uranium-scorecard-october-2026Tue, 20 Oct 2026 12:20:06 GMTThe case for uranium remains strong.

Still, even though the term price is at US$96.50/lb, a 19-year high, the equities are in free fell. So, best companies are getting cheaper, and the opportunities a…

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]]><![CDATA[Fertilizer Scorecard, October 2026]]>https://intel.cerlogic.com/p/fertilizer-scorecard-october-2026https://intel.cerlogic.com/p/fertilizer-scorecard-october-2026Mon, 19 Oct 2026 08:19:22 GMTThe fertilizer crisis didn’t go away, but it became extremely messy.

Fertilizer equities typically move well into an ag bull market. Farmers need the money to buy fertilizer, so they need to sell thei…

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