PLATINUM CORNER

Platinum Perspectives

Latest Update

October 2022

Above ground stocks are not seen as a major headwind to platinum prices as deficits loom

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2022

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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