Platinum Group Metals: Weakness Is Creating Another Attractive Buying Opportunity
2026-05-22
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via All Articles on Seeking Alpha
Summary
- By quarter-end, platinum prices had fallen 6%, while palladium declined 10%.
- Platinum mining equities rallied sharply during the first half of the quarter, only to give back those advances almost entirely during the second half.
- According to data from the World Platinum Investment Council, 2026 would still mark the fourth consecutive year in which platinum demand exceeds available supply.
- As consumers postpone scrapping older vehicles, less catalytic material becomes available for recovery—a pattern that has now persisted for roughly five years.
- Now that electric vehicle adoption trends have begun falling materially short of expectations, Goehring & Rozencwajg believe the outlook for auto-catalyst demand is beginning to change in material ways.
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