Palladium has been in an unprecedented super-cycle for more than three years and even industry CEOs agree there’s a bubble.

In 2019, China accounted for almost half of demand growth in the sector.

The coronavirus has led to a crash in auto sales, which I think could lead to a drop in demand of around 120koz in January and February combined.

https://seekingalpha.com/article/432...lladium-bubble

Currently SHORT Palladium $2781oz --