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