http://seekingalpha.com/article/240878-new-palladium-paradigm-shift-coming?source=dashboard_stocks-sectors

[SNIP] This shocking development is very bullish for palladium and is a very good news to fellow palladium investors. We are talking about 45% of the world's supply of palladiumremoved when Norilsk ceases to produce byproduct PGM metals. Of course, I do not expect this paradigm shift to occur overnight. But shouldn't it be time that precious metal investors leverage the opportunity to hoard the palladium metal and ride the palladium super bull up to the moon, and mean while industry users like GM (GM),FORD (F) and TOYOTA (TM) need to start to panic now and build their strategic palladium inventories before it is too late. If a 4% shortage was enough to drive rhodium's price from $300-ish to $11000 per ounce, I don't know how high palladium prices can go to if we have more than a 50% shortage in the global supply.