Proposed resolution: N/A (cancel)

"Specific rhodium demand by the glass industry in 2026 (in ozt) is not provided in any public Johnson Matthey report, SFA (Oxford) analysis, or available market research. All authoritative sources lack physical demand segment figures for glass in 2026."

Sources:

• https://matthey.com/products-and-markets/market-reports

• https://www.sfa-oxford.com/market-intelligence/pgm-market-reports

• https://www.gminsights.com/industry-analysis/rhodium-market

Proposed resolution: N/A (cancel)

"No Johnson Matthey report directly forecasts rhodium demand for the glass sector in 2026; the May 2025 report covers 2024 data and a 2025 industrial rebound without extending to 2026 projections."

Sources:

• https://platinum.matthey.com/

• https://www.sfa-oxford.com/

Proposed resolution: N/A (cancel)

Proposed resolution: N/A (cancel)

Proposed resolution: N/A (cancel)

Proposed resolution: YES Actual value: 31,461.00 ozt

""Glass producers use around four percent of the available rhodium for making flat glass and fiberglass." (Strategic Metals Invest)"

Sources:

• https://strategicmetalsinvest.com/rhodium-supply-and-demand/

• https://www.imarcgroup.com/rhodium-market

Industry reports (Johnson Matthey, Heraeus) strongly imply that rhodium demand from the glass sector is back in structural “positive demand” territory measured in the tens of thousands of ounces; the market’s 8,600 ozt hurdle is therefore very conservative, and I’d lean heavily YES unless you have a very specific thesis that Chinese fibreglass/display producers resume aggressive rhodium liquidation in 2026.

How do we know how much of the demand was from the glass industry?

What is the resolution data source for this market? Is the referenced spreadsheet public?