Wounded auto sector could haunt palladium for years

We expect the palladium market to remain in a deficit this year as both demand and supply plummet. Palladium supply should bounce back reasonably quickly, but the medium-term outlook for palladium demand from the auto sector is much harder to call. On balance, structural changes in the sector seem more likely to weigh on demand. Either way, higher supply should act as a ceiling on prices.

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