Ruthenium and Iridium

These are two minor platinum group metals. I am very bullish on both, especially ruthenium. It is not used primarily for internal combustion engine cleanup, as is platinum and palladium. Instead it is used in many high tech applications, especially electronics and chemicals. These are expanding sectors of the world economy. So demand is good.
No so for supply. As palladium's price has risen vs. platinum, the southern African miners have shifted their capex to Pd - intensive regions. These produce lesser amounts of ruthenium.
The price of  Ru has already more than doubled, but I believe it has further to go.

More on this over the next few days. In the meantime, check out:
http://www.platinum.matthey.com/ for a chart, and:
http://www.platinum.matthey.com/services/market-research/pgm-market-reports for some stats.