Well for one I don't believe the hyped-up BEV numbers going forward ... Hybrid and ICE along with many other auto-powered vehicles will be around for many more decades in the USA we are seeing massive push backs in EV uptake ..
locally here in NZ same seeing 10x more new ICE vs BEV/HYbrids .. but I'm not in a city which I'm sure could be higher ..so PGMs demand I think will bounce back esp once the stockpiles of PGM run down to record lows within the next couple of years ..
SA PGM production will continue to retreat ..and replacing oz won't be as like turning a tap on ..
I did link a clip on a PGM expert that showed a clear path to higher PGM prices... on the POD thread...
In the micro sense, POD is worth nothing really at present .. sub $10mill .. that's hopeful tech with one main product hoping it going take off .. an explorer with decent landholding couple of sniffs of grade etc
I think POD future production will come about via JVP with a major
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