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Chalice agrees:Current primary supply of Pt and Pd is ~16Moz...

  1. Fitz65
    1,391 Posts.
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    08/05/22
    16:15
    Post #: 61274732
    Chalice agrees:

    • Current primary supply of Pt and Pd is ~16Moz p.a. Pd is in prolonged deficit while Pt in surplus

    • Our view is that with conservative hydrogen adoption, demand for Pt and Pd from hydrogen could be as high as ~8Moz p.a.

    • A modest hydrogen adoption scenario includes ~10% share of light vehicle market, ~40% share of heavy vehicle market, and 50-70GW of electrolyser capacity by 2040

    • Projections do not include PGE usage from hydrogen applications in shipping, aviation, industrial or steel manufacturing


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    POD Price at posting: 38.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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