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I ended up requesting the blue panda and received the call earlier this week. They also had a ruthenium marketing piece available to try, I decided to pass on the blue panda and requested the ruthenium. I was told that there were more blue panda's in the AP system than ruthenium during 2021 and therefore the allocations for the blue panda were easier. They won't know for 2022 until Q1.
As an aside, the grey dealer that I occasionally buy from mentioned that most of the demand for the blue panda is out of Asia and not much is transacting at the crazy number that are being quoted by grey dealers. His take was that the real grey market difference between the blue panda and ruthenium is ~$5k.
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