1 December 2017: Sibanye-Stillwater’s purchase of Lonmin could be significant for the platinum market: We explore whether Sibanye-Stillwater’s proposed acquisition of Lonmin is meaningful to the platinum market.
Platinum Perspectives
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1 November 2017: China auto sales growth augurs well for platinum demand: We discuss the upside potential from China auto demand.
1 October 2017: Over specific periods, platinum has a positive correlation with gold: We discuss what the positive correlation with gold means.
1 September 2017: Independent testing could help diesel cars: We discuss how independent testing could impact European diesel passenger market share.
1 August 2017: China jewellery demand is has been in a down cycle: We address why the impact of declining China jewellery demand could be offset by upside potential in India.
1 July 2017: What do electric vehicles mean for the platinum market: We explore why the market may be overestimating the potential impact on platinum demand from electric vehicles.
1 June 2017: Declining European diesel may be overestimated: We address the potential impact on platinum demand from the declining European diesel market share, and reasons why the market may be overestimating the negatives.