2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 396.31

-0.6%

Dec 31 4:00 PM EST

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To: TobagoJack who wrote (168614)	2/16/2021 6:03:19 PM
From: sense	Read Replies (1) of 218916

Pt/Pd raises a few interesting questions about the fungibility of the metals versus elasticity in prices. Physical limits in the ability to alter processes... timelines and costs in doing so... making an obvious arbitrage potential as an issue in a commodity trade... in which, once again, timing is the key... awareness at first being enough to move a market... but, some dynamic occurring from first perception to market equilibration ? How easy is it... or how hard... to switch from using one to using the other ? Seems to me China had to do a lot of work, a few years back, to figure out how to substitute Pd effectively... but shouldn't require any of that work to address the problem in reverse... leaving only the physical limits in modifications required... and the will to make it happen. There will be a timeline... but, what will it look like ? Maybe still an issue in tuning not just designs but the composition of fuels to the catalysts used ? So, maybe more to it than I'm thinking... not knowing what changes have been made in "tuning' things. What role do the two metals play in EV manufacture ? Remember the market impacts when they figured out you didn't need solid Pt... but coatings... and mixed metal alloys in coatings... massive swings in the platinum markets back then. And, seems not that long ago the same discussion took place re converter thefts rising... Last cycle, I found a couple articles and one buyer quoting prices on line... now they're ubiquitous... YS CATALYTIC RECYCLING LLC Maybe I better get the garage cleaned out to make room for that old truck...

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