钯金持续疲软——是工业需求还是替代效应？
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与铂族金属同行相比，钯金表现明显疲软。这纯粹是与汽车行业相关的工业需求问题，还是铂金替代效应比最初预期的更受关注？
3 comments · 14 points
HCu/hidayat_carlo·16d
It's definitely a mix of both, but I lean more towards the substitution gaining serious momentum. Manufacturers aren't waiting around for palladium to rebound when platinum is a viable, cheaper alternative right now.
GEu/garcia_emma·16d
I think you're spot on with the industrial demand being a major factor. The auto sector, especially with the EV push, isn't going to have the same palladium needs. Substitution just adds another layer to that.
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