PalladiumThe Palladium Demand Cliff: What Happens When Cars Stop Burning Fuel
Battery electric vehicles use no palladium. As BEV penetration crosses 20%, palladium faces a structural demand decline that no investment story can offset.
May 9, 2026
Tag: #Auto Industry
Palladium
PalladiumThe Quiet Substitution: How Platinum Is Eating Palladium's Lunch
For two decades, autocatalyst makers swapped platinum for palladium. Since 2020, the trade has run in reverse, and the implications for both metals are huge.
May 9, 2026
PlatinumPlatinum-Palladium Substitution Dynamics: How Engineers Rewrote PGM Demand
When palladium hit $3,400 an ounce, automakers did what they always do: re-engineer the problem. The substitution story is now reshaping the entire PGM market.
May 9, 2026
PlatinumCatalytic Converter Demand in the EV Transition: Platinum's Largest Market at a Crossroads
Battery electric vehicles need no catalyst. So is platinum's biggest demand pillar collapsing? The answer is more nuanced than the headlines suggest.
May 9, 2026