Don't want to be seen to be monopolising discussion here, but just found this recent story on Fox Business, which nicely recaps on the Supply and Macro issues:
Palladium, Platinum Miners a Bright Spot for Investors?
Stillwater Mining CEO Francis McAllister on the outlook for palladium and platinum mining.
http://news.yahoo.com/video/business-15749628/palladium-platinum-miners-a-bright-spot-for-investors-27450787.html
There are also links to the presentations in the U.S.:
The J.P. Morgan SMid Cap Conference. 30/11/2011
http://phx.corporate-ir.net/phoenix.zhtml?c=99837&p=irol-IRHome
Gus
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