Geopolitics Alpha

TD sees rhodium surplus ending four-year squeeze

Published . Updated .

Weakening auto demand could tip rhodium into surplus by 2027, though scarce inventories leave prices vulnerable to spikes.

Directly affected

  • No company is named in this report.

Indirectly affected

  • GOVZ ISHARES 25 YEAR TREASURY STRIPS BOND ETF

    GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBLB JPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF

    GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LDRC ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF

    GA selected LDRC as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LDRH ISHARES IBONDS 1-5 YEAR HIGH YIELD AND INCOME LADDER ETF

    GA selected LDRH as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LDRI ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF

    GA selected LDRI as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LDRT ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF

    GA selected LDRT as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GOVZ———————
BBLB———————
LDRC———————
LDRH———————
LDRI———————
LDRT———————

Weakening auto demand could tip rhodium into surplus by 2027, though scarce inventories leave prices vulnerable to spikes.

Source: Mining.com

Price since this story was published: Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

Since the first closing price after “TD sees rhodium surplus ending four-year squeeze,” Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is +1.92%. The S&P 500 fund (SPY) is +0.15% over the same days, a +1.77% difference versus the market.

GOVZ
SPY

Who is named in “TD sees rhodium surplus ending four-year squeeze”

Companies carried with this story

  • GOVZ Ishares 25 Year Treasury Strips Bond Etf

    Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “TD sees rhodium surplus ending four-year squeeze.” Reason on file: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf

    In “TD sees rhodium surplus ending four-year squeeze,” Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRC Ishares Ibonds 1-5 Year Corporate Ladder Etf

    In “TD sees rhodium surplus ending four-year squeeze,” Ishares Ibonds 1-5 Year Corporate Ladder Etf (LDRC) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRC as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRH Ishares Ibonds 1-5 Year High Yield And Income Ladder Etf

    For “TD sees rhodium surplus ending four-year squeeze,” Ishares Ibonds 1-5 Year High Yield And Income Ladder Etf (LDRH) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRH as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRI Ishares Ibonds 1-5 Year Tips Ladder Etf

    In “TD sees rhodium surplus ending four-year squeeze,” Ishares Ibonds 1-5 Year Tips Ladder Etf (LDRI) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRI as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRT Ishares Ibonds 1-5 Year Treasury Ladder Etf

    In “TD sees rhodium surplus ending four-year squeeze,” Ishares Ibonds 1-5 Year Treasury Ladder Etf (LDRT) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRT as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “TD sees rhodium surplus ending four-year squeeze” reaches Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

The 25 Sep 2026 story “TD sees rhodium surplus ending four-year squeeze” names Ishares 25 Year Treasury Strips Bond Etf (GOVZ) because of this story.

Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is on the page because GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is here too. Its reason reads: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

BBLB traded between 72.46 and 73.55 across 3 sessions. The latest close on file is 73.55. GOVZ traded between 29.90 and 33.87 across 20 sessions. The latest close on file is 32.20. LDRC traded between 24.49 and 24.83 across 20 sessions. The latest close on file is 24.68.

A simple score for Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

46 out of 100

“TD sees rhodium surplus ending four-year squeeze” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.