- Platinum, palladium and other PGMs are both going to be needed in H2 fuel cells as catalysts, so the end-market of light vehicles will not suffer a shift from ICE.
- While their role in the process will be to power cars and very different than autocatalysts, they might also have a broader role in energy as well.
- Based on the discussion in our other article on PGMs, we outline the approach through Anglo American Platinum discussing risks and return opportunities.
- With the S/D picture looking very positive for Pt, Pd, and other catalyst PGMs in the long term, we look at Anglo American Platinum as a potential addition to the portfolio.
For further details see:
Anglo American Platinum Is A Stealth Play On Hydrogen