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PLATINUM CORNER
Platinum Perspectives
Latest Update
August 2023
Projected platinum supply/demand deficits should provide price support through economic down-cycle
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2023
August 2023
Projected platinum supply/demand deficits should provide price support through economic down-cycle
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July 2023
Shanghai Platinum Week 2023
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June 2023 (II)
Iridium availability is not a bottleneck to PEM electrolyser ramp-up; platinum demand from PEM electrolysers could reach >500 koz p.a. within 10 years
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June 2023 (I)
ETF investment returns: Growing investor appetite for platinum could deepen market deficit
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May 2023
How to solve an almost 1 Moz platinum market deficit
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April 2023
China’s economic data gradually improved each month through Q1, resulting in Q1 2023 GDP growth of 4.5% exceeding consensus forecasts of 4.0%
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March 2023
The significant existing market for grey hydrogen de-risks new green hydrogen projects supporting their growth and associated platinum demand
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January 2023
Electricity shortages may elevate platinum’s historic January/February positive price seasonality in 2023
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2022
December 2022
The nature and size of platinum above ground stocks now locked up in China combined with the 2023 forecast deficit could materially impact price discovery
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November 2022
ETF disinvestment may reflect a change in investor preference to rather own physical platinum
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October 2022
Above ground stocks are not seen as a major headwind to platinum prices as deficits loom
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August 2022
Green hydrogen production and FCEV usage highlight platinum’s role in significantly reducing CO2 emissions
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May 2022
Is there a shortage of platinum in the spot market? Lease and EFP rates suggest there may be
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April 2022
Platinum for palladium substitution makes economic and strategic sense and could take platinum into deficit
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March 2022
European efforts to reduce reliance on Russian gas will accelerate hydrogen use and platinum demand
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February 2022
NYMEX stock outflows continue to respond to physical market tightness from strong China imports
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January 2022 (II)
Faster than expected ACP semi-processed inventory unwind increases the estimated 2021 platinum surplus but reduces the surplus in 2022
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January 2022 (I)
Platinum mining supply will rise back to pre-COVID levels only in 2024 despite high PGM basket prices
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2021
December 2021
Platinum’s demand growth potential suggests a breakout from gold and upward pressure on price
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November 2021
Drivers behind China’s excess import trend could move the global platinum market into deficit
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October 2021
Reduced platinum recycling could help offset chip-related platinum automotive demand losses
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September 2021
Quantifying the impact of semiconductor constraints
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August 2021
Platinum demand upside from higher loadings and rising production of heavy-duty vehicles
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July 2021
Is platinum less available than widely thought?
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June 2021
Investment demand amplifies platinum’s positive fundamental outlook, driving platinum revaluation
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May 2021
Platinum industrial demand, the largest net demand segment, & unsung driver of platinum demand growth
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April 2021
Analysing how platinum replaced palladium in diesel shows 2021 platinum demand could rise by c.100 koz.
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March 2021
In 2021, 400 koz more platinum could replace palladium in addition to the 150 koz of expected ‘substitution’
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January 2021
Despite gold-related volatility, platinum’s demand growth outlook is driving more investor exposure
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2020
December 2020
Physical platinum investment is an essential element in price discovery
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November 2020
China’s renewed appetite for platinum jewellery enhances global platinum jewellery rebound
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October 2020
Platinum’s role in hydrogen and decarbonisation is a big driver of platinum investment demand
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September 2020
Resurgent EU automaker push to sell more diesel cars is a boost for platinum demand growth
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August 2020
The surge in global demand for precious metals highlights platinum’s potential to outperform
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July 2020 (II)
Platinum’s market shortage may not be transient, supporting increased investment demand
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July 2020 (I)
Headline vehicle sales data masks positive platinum automotive demand trends
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June 2020
Unprecedented bar and coin buying in 2020 – on increased global risk – is good for platinum
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April 2020 (II)
Surprisingly, platinum demand will grow from the COVID-19 pandemic and climate change imperatives
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April 2020 (I)
Palladium’s inelastic supply and continued market tightness is driving platinum substitution
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January 2020
Higher diesel sales to reduce massive EU CO2 fines increases platinum demand growth potential
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2019
December 2019
Weaker Chinese jewellery demand is not offset by growth elsewhere, despite the sustained low platinum price.
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November 2019
Platinum recycle supply growth is steady, largely unresponsive to price and unable to compensate for lower mine supply in 2020.
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October 2019
Weakness in auto sales are not a strong reason to expect a PGM price pull back.
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September 2019
Decarbonising Europe
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August 2019
Above Ground Stocks (AGS) increase insight when considering platinum as an investment asset.
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July 2019
Automaker strategies to reduce multi-billion Euro CO2 fines increasingly include achieving higher diesel sales.
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June 2019
Industrial demand has grown at twice the rate of global growth in the last 5 years and is now the largest portion of net platinum demand.Sustainable Shipping
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April 2019
Bar and coin and ETF demand are important to the platinum investment case.
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March 2019
The overall PGM picture looks strong, despite the platinum surplus.
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February 2019
Platinum provides some diversification benefit for portfolios.
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January 2019
Sustained palladium futures curve backwardation has ramifications for platinum.
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