Mining
Platinum & PGMs
South African and Russian PGM mines, autocatalysts, and hydrogen PEM demand.
Curated sector reports
Platinum & PGMs
Mining·⚠ South Africa power & Russian exports
Key chokepoints (3)
Bushveld PGM mining
⚠ active chokepoint
Eskom load-shedding and safety stoppages constrain smelter feed.
Related tickers: SBSW
Autocatalyst loading
⚠ active chokepoint
ICE-to-EV shift reshapes long-term PGM demand.
Russian PGM exports
⚠ active chokepoint
Sanctions risk premium on palladium spikes.