AngloAmerican Results Presentation Deck
5E PLATINUM GROUP METALS
Platinum
~2
Our supply
~$2.9bn
Spot revenue²
1.
2.
3.
Global mined supply¹
~$160m2
See previous slide for dem and data
Pt & Pd interchangeable in autocats
-4g Pt/diesel car
Broad range of emerging applications
Ruthenium
Large producer
9
~95%
Industrial demand
Applications mainly in electronics
& chemicals
Hard disks
Semiconductors
Chloralkali electrodes
Palladium
~1
Industrial Other
-$3.7bn²
Iridium
15%
O
¹84%
-$425m²
Pt & Pd convert
harmful carbon
monoxide &
hydrocarbons to CO₂
Autocatalysts
~2g/diesel car
-4g/gasoline car
Large producer ~95%
Industrial demand
Hardness & high melting point
support unique applications:
Spark plugs
Biomedical uses, crucibles
PEM electrolysis (demand growth
opportunity)
Rhodium
~0.3
~$6.6bn²
Platinum
Prices ($/oz)
Rhodium
~90% Autocatalysts demand
Converts harmful NOx to nitrogen
Not easily substituted
~0.5g/gasoline car
Palladium
Iridium
Ruthenium
Spot
1,300
2,400
22,100
320
~0.8
4,250
Long-term
consensus
~1,100
~1,400
-4,800
-180
(5 year average)
~1,200
(5 year average)
Our share & market supply data are million ounces based on 2019 refined production. Demand data is 2019 net of recycling. Sources: Platinum, Palladium, Rhodium: Johnson Matthey.
Illustrative revenue for 2021 based on rounded spot prices on 15 February 2021.
Long-term prices for platinum, palladium & rhodium reflect consensus averages in 2020 real terms; such forecasts are not readily available for ruthenium & iridium so the 5 year average is shown. 71
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