My reading of K*itco and Reuters indicates scepticism about palladium demand, while CHN emphasises supply restraints unless the price improves. The CHN SP these days is driven by Pd since their Ni grade is so low and the Ni price is killing existing Ni producers outside of the Indonesia-China cartel.
Maybe green hydrogen will come to the fore to make a difference but that will not happen quickly and the economics are still dodgy at present. I hope H2 as a fuel is achieved since a world that is reliant on electricity is a very risky world as I learned when I endured 9 days without power following a storm, even though I live in a city. At least I had petrol power to move around and get help. A single solar storm of the right kind could wipe out most of the world's power supply - just imagine? When did you last hear a climate change religionist talk about energy resilience?
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