RE: PGM demand4 Mar 2021 16:20
Plenty of room in the market for BEV’s, FCEV’s. , natural gas electric cars/trucks. Hydrogen currently takes masses of energy to make, but one day that energy will come from renewable/sustainable sources. Palladium is apparently good for storing hydrogen and if it does take off in cars, think about all those petrol stations that will have to have it and obviously massive hydrogen storage tanks. Palladium is also used in electronics and considering everything has a circuit board in it or a chip in it no wonder it’s in high demand. Personally I think NN have this in the bag.
Russia wouldn’t want to give up what they have or potentially have to a foreign entity imo, why give some other country a strategic advantage over yours unless they offer top dollar or RMB (Chinese currency) for it.
It is taking a while and many of us have FSP fatigue. You would think with the prices the way they are at the moment someone would have given an offer that no other could touch - they may have already.
Good luck, I’ll keep rowing to the target of a quid.