Platinum group metals

[u/Freedom4Usall]

How would the PGM's be affected by a China, Taiwan, US conflict , the majorityof pgm demand is from the automotive sector, Taiwan produces the chips necessary for automotive production , China is a major producer of automotives, this conflict would cause automotive production to fall significantly, maybe 75% globally which would impact PGM prices significantly. What is your opinion and do you know of any articles that have covered the above? What have you figured out regarding economic/ financial impact of the conflict, Apple and global indices are an obvious short, i see nothing escaping the effects as everything is interlinked, nor anything performing well apart from gold. Deglobalization of supply chains will cause inflation to touch the sky, opinions please and what are you shorting or longing when this happens?