We had Roger Baxter come on the show to chat all things PGM’s. Plenty of ground was covered from the current supply-demand set up, what the state of South African operations are, how a rapid adoption of hybrid vehicles will impact and market what role recycling will play going forward.
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(0:00:00) Introducing Roger Baxter
(0:01:50) What's the supply-demand outlook implying
(0:17:19) The state of South African operators
(0:22:22) How deep into the costs curve are we
(0:25:07) How much capex is being put into new projects?
(0:27:53) What do PGM orebodies look like?
(0:35:53) How is the recycling market evolving
(0:39:43) Is there a shortage of smelters/refiners
(0:43:11) Zimbabwe's role
(0:44:17) What is the incentive price for new projects?
(0:46:14) Power issues in South Africa
(0:51:16) Russia PGM insight
Money of Mine