Jeff Christian – Macro Drivers for Platinum and Palladium & CPM Group Hosting A Free Webinar On The PGM Sector Next Tuesday January, 25th.
Jeff Christian, Managing Partner at the CPM Group joins us to take a deep dive into the market drivers for Platinum, Palladium, and Rhodium, in preparation for the free webinar on the PGM sector that CPM Group is hosting on Tuesday, January 25th.
We start off reviewing how Platinum and Palladium trends are very much still tied to the future of motive propulsion, and the transition from internal combustion engines to electric vehicles is going to take longer than most pundits have projected, due to the lack of infrastructure in place. We also discuss what potential impact that fuel cells in fleet environments will have on the PGMs, and Jeff sees a more likely scenario where hydrogen-powered motors would implemented over fuel cells for most automobiles, and possibly be a replacement for EVs down the road.
Next we get Jeff’s thoughts on how North American and Australian Nickel and Copper companies may also bring more Platinum, Palladium, and Rhodium supply to market in the medium to longer term. We wrap up with a discussion on the shorter-term to medium-term trends the CPM Group will be outlining in the upcoming webinar next week. For more information please click on the link below.