Mining
Platinum & PGMs
South African and Russian PGM mines, autocatalysts, and hydrogen PEM demand.
⚠ South Africa power & Russian exports
Key chokepoints
- Bushveld PGM miningMining
Eskom load-shedding and safety stoppages constrain smelter feed.
Related tickers: SBSW
- Autocatalyst loadingAutomotive
ICE-to-EV shift reshapes long-term PGM demand.
- Russian PGM exportsGeopolitics
Sanctions risk premium on palladium spikes.