Seeking Alpha
29 Oct 2026, 04:26 UTC · 2h ago
PALL: It May Lag The Broader Precious Metals Group
Impact · against what's priced in
PALL remains under significant structural pressure as EV adoption erodes its primary demand driver. While the long-term decline is well-documented, the suggestion that cyclical headwinds have not yet fully materialized suggests further downside risk.
- PALL−0.40
No priced-in read yet
- In context
The fund faces structural demand destruction from electric vehicles and a bearish momentum reflected in a 36% YTD drop, with further cyclical headwinds expected.
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