Investor Presentaiton
PGMs sector
Platinum demand1
%
Automotive
40
• Industrial
40
• Jewellery
20
ICE to maintain high share in light vehicles²
Global light duty vehicle production outlook (million vehicles)
82
102
Battery
Hybrid (Pt, Pd, Rh)³
Gasoline (Pd, Rh)³
Diesel (Pt)³
3E PGM prices and basket price movement since 2019
2022
2029F
2019
1. Source: Johnson Matthey PGM Market Report 2023, 2022 demand on a gross basis.
2. Source: GlobalData, Light Vehicle Engine Forecast, Q1 2023. ICE (internal combustion engines) includes gasoline, diesel and hybrids.
2020
2021
2022
2023
3. Typical range of PGM loadings for gasoline and diesel engines is between 2-7g per vehicle, and for hybrids, the PGM loadings is between 2-8g per vehicle. Dependent on the size of the light duty vehicle.
Anglo American
Platinum
Palladium
Rhodium
Basket
Rhodium +43%
PGM Basket +33%
Platinum +14%
Palladium-1%
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