MarketPR
South Africa controls roughly 80% of global platinum supply, and the five miners best positioned to capture that leverage — Anglo American Platinum (OTC: ANGPY), Impala Platinum Holdings (OTCQX: IMPUF), Sibanye Stillwater (NYSE: SBSW), Vale (NYSE: VALE), and Platinum Group Metals (AMEX: PLG) — are drawing fresh investor attention as electric vehicles and hydrogen fuel cells add a new demand layer on top of traditional catalytic-converter consumption.
Platinum's spot price has swung from $800 in June 2020 to a peak of $1,310 in February 2021, most recently trading at $1,067.77.
The question is whether the green-energy buildout can sustain that recovery — and which miners are best placed to benefit.
Supply Is Concentrated; So Is the Risk Russia and South Africa together account for roughly 90% of world platinum production, a geographic pinch point that makes geopolitical exposure a standing line item in any PGM investment thesis.
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