SBYSF - Impala Platinum Could Be Among The Gainers From The Hydrogen Wars

• The EU plans to boost renewable hydrogen capacity from 1GW today to 40GW in 2030.
• Over the past year, projects for around 11GW of electrolysers were announced worldwide.
• Polymer electrolyte membrane electrolysers could account for around half of new capacity, and they use iridium.
• The iridium market could slip into deficit by 2024 - and there are only three major producers in the world.
• I think iridium has the potential to become a $4.8 billion market, and Impala offers the best exposure to this metal.

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