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Palladium rose to a 13-1/2-year high on Friday on worries over uncertain supplies from Russia, the world's largest producer of the metal, while gold prices eased on a dollar rise and gains in US equities. Tensions rose after Ukraine called for full membership in Nato, its strongest plea yet for Western military help after accusing Russia of sending in armoured columns that have driven back its forces in support of pro-Moscow rebels.
Supply of autocatalyst metal palladium from Russia is expected to fall 2 percent this year, GFMS analysts said, but the impact of potential sanctions over the Ukraine conflict is likely to be minimal. Russia accounted for more than 40 percent of supply last year. Palladium prices rose 2.1 percent this week, despite a 5 percent weekly drop in the holdings in palladium exchange-traded funds.
"Investors have stepped in on declines to bring prices right back up so far this year, and there is also a geopolitical element to the palladium market as well," said James Steel, chief metals analyst at HSBC. Spot palladium was up 1.3 percent at $909.55 an ounce by 2:42 pm EDT (1842 GMT), while the NYMEX palladium contract for December delivery settled up $11.45 at $909.55 an ounce.
But big speculative long positions in US palladium futures and the sizeable ETF outflow earlier this week suggested investors could cut bullish bets, said Bart Melek, head of commodity strategy at TD Securities. Meanwhile, spot gold fell 0.3 percent to $1,286.35 an ounce. US COMEX gold futures for December delivery settled down $3 an ounce at $1,287.40, with trading volume about 45 percent below its 30-day average, preliminary Reuters data showed.
For the month, gold has posted a 0.3 percent gain on lingering geopolitical tensions over Ukraine, Iraq and Gaza, recovering after briefly falling to a two-month low at $1,273.06 last week. On Friday, the S&P 500 equities index edged up as the latest in a string of positive economic reports pushed investors to extend a rally that was briefly threatened by overseas concerns.
The gold market largely ignored heightened tensions over Ukraine, and Britain's raising of its international terrorism threat level to the second-highest in response to possible attacks being planned in Syria and Iraq. Among other precious metals, silver was down 0.6 percent at $19.44 an ounce, while spot platinum edged off 0.3 percent to $1,416.40 an ounce.

Copyright Reuters, 2014

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