Market traders appear to be anchoring on bearish rhodium headlines (shift to surplus, price reset) without noticing that the question’s bar is very low in absolute ounces and that glass demand is forecast to be flat-to-slightly-up, not collapsing. I’d treat the recent sell-off as an overreaction and lean YES unless you have a very specific thesis that glassmakers will sharply thrif or substitute away from rhodium in 2026, which current industry forecasts do not support.