钯金:供应缺口依然存在 – 德国商业银行
德国商业银行(Commerzbank)的卡斯滕·弗里奇(Carsten Fritsch)援引Metals Focus的报告称,钯金市场预计将在2026年连续第五年出现年度供应赤字。整体需求预计将略有下降,汽车需求大致保持稳定,电动出行尚未产生明显影响。

德国商业银行(Commerzbank)的Carsten Fritsch援引Metals Focus的报告称,钯金市场预计将在2026年连续第五年出现年度供应赤字。整体需求预计将略有下降,汽车需求大体保持稳定,尚未出现电动出行的显著影响。供应预计持平,矿山产量下降被更多的回收所抵消,而投资者对钯金的兴趣相较于铂金仍然低迷。

连续第五年赤字,需求持平

“根据Metals Focus的数据,钯金市场今年预计将出现376,000盎司的供应赤字。这将是连续第五年出现供应赤字。”

“钯金需求预计将下降1%至956万盎司,而来自汽车行业——钯金需求的主要来源——的需求预计将与去年基本持平。因此,预计电动出行不会导致需求出现明显下降。”

“钯金供应预计将保持在919万盎司左右,矿山产量的下降被回收量的增加所抵消。Metals Focus将钯金相较于铂金的价格折让归因于投资者对钯金兴趣较低。”

(本文由人工智能工具协助生成,编辑审核。)

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