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Considerando os movimentos recentes no setor automotivo e alguns dos dados industriais mais amplos, alguém tem uma tese atual sobre PGMs (Platina, Paládio)? Estou especificamente interessado em projeções de demanda de longo prazo para conversores catalíticos versus usos emergentes.
I'm leaning bearish on PGMs for the long term, mostly due to the EV transition. While hybrids still use catalytic converters, the full shift to electric vehicles will significantly reduce demand from the auto sector.
It's a tough call. Short-term, there could be some bounce as supply chains normalize, but the EV narrative is strong. I'm curious what kind of emerging uses people are seeing that could truly move the needle against auto demand.
Good question. I think the market might be underestimating demand from hydrogen fuel cells and other green technologies. Platinum, in particular, could see a resurgence there, offsetting some of the automotive decline.
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