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  • Edition 15 - 20 Mai 2019

来自伦敦铂金周的观点

上周是伦敦铂金周,与会者普遍较去年更为乐观,参加活动的人数也很多。也许这是因为铂金价格在年初几个月展现出了一些生机,从800美元/盎司上涨到4月份超过900美元/盎司。然而,铂金周当周的价格似乎经常出现下跌,上周下跌37美元至818美元/盎司。从季节来看,铂金正处于一年中最强劲的阶段。

鉴于钯金大幅高于铂金,因此谈论铂金替代钯金作为汽油车催化剂的可能性就不足为奇了。铂金国际协会(PGI)在珠宝商业评论中提出了观点,多年来,中国珠宝需求一直在下降,。

使用铂金替换汽油车催化剂是有可能的。车厂在做决定之前需要考虑几个关键因素。需要有足够高的钯铂溢价,500美元/盎司是一个建议的足够高的水平。1月初溢价达到了这个水平。铂金和钯金市场基本面是一个考虑因素,钯金的供应是一个关键问题。由于铂金市场处于盈余状态而钯金处于赤字状态,应该会推动车厂走替代路线。此外,更重要的是遵守排放法规。使用日益复杂的后处理系统和更严格的排放测试增加了改变配方的成本和难度。

车厂致力于满足日益严格的排放法规,特别是在欧洲和中国,他们没能在改变催化剂配方上花费时间、金钱和精力。美国是最有可能发生铂钯替代的地区。

从决定开始研究铂钯替代到金属需求出现变化之间至少是2-3年。到2022年,美国轻型车辆中10%铂金替代可能会产生20万盎司额外铂金需求,钯金使用量也会相应下降,但这是假设所有的车厂都做出了改变。

Heraeus药物成分市场销售全球主管Frederic Bühler在LPPM研讨会上介绍了铂金在抗击癌症方面日益重要的作用。铂基药物仍然是抗击癌症的关键部分,并且随着发展中国家医疗保健的普及,它们的用量可能会增长。

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