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PGMs and the Hydrogen Economy

SFA's latest in-depth market study

PGMs and the hydrogen economy transformation

This ground-breaking report examines the long-term demand opportunities for PGMs in the evolving hydrogen economy out to 2040. It analyses the impact on the PGM industry, identifying winners and losers in current demand areas, evaluating the market feasibility of PGM-containing and competing technologies, and projecting supply and demand scenarios for PGMs. It also evaluates new technologies and their likely use of PGMs, and documents active companies in the sector. Having provided in-depth PGM market intelligence and bespoke consulting services for over 20 years, SFA's hydrogen market study is an essential tool for PGM miners, hydrogen producers, OEMs, investors, and other players in the hydrogen value chain to augment their strategic decision-making.

Green hydrogen and the global energy transition

The development of the hydrogen economy is a necessary component of the global energy transition. Platinum Group Metals (PGMs) can play key roles in the production and use of green hydrogen from renewable energy as electrolyser and fuel cell technologies are scaling up fast, making platinum, ruthenium, and iridium mission-critical. Therefore, this report is essential for active companies in the hydrogen economy that need to understand the long-term PGM supply dynamics and for companies following the PGM markets that need to understand the future opportunities presented in the hydrogen value chain.

 

Critical PGM insights out to 2040

The analysis covers the role of hydrogen in decarbonisation, including its use as a chemical feedstock, heat source, and electricity/storage medium, alongside the global supply and demand outlook. It assesses the impacts on PGMs, considering current market balances, forecasted roles in hydrogen production, potential threats from alternative technologies and materials, and the significance of emerging markets and technologies. It also addresses:

  • PGM availability
  • Supply risk
  • Pricing impacts on hydrogen uptake
  • Recycling curves
  • Scenario planning
  • Investment in the hydrogen value chain
  • Industrial due diligence
  • Technical feasibility
  • Business case assessments

The report also evaluates hydrogen production methods, adoption drivers, cost analysis, environmental impacts, and distribution and transportation methods. Policy support and regional impacts are analysed, along with use cases for green hydrogen in various industries such as chemical feedstocks, energy storage, and automotive sectors.

PGM uses in the key components of the hydrogen value chain

 

Our comprehensive Hydrogen Market Study is essential for hydrogen producers and suppliers, the chemical industry, energy companies, the automotive sector, PGM producers and investors, renewable energy investors, and government and policymakers. It provides critical insights into global supply and demand, production methods, cost analysis, environmental impacts, policy support, and emerging technologies. The thorough analysis contained in this ground-breaking market study will help you navigate the hydrogen economy, optimise investments, and understand the opportunities for PGMs within the hydrogen economy 

Augment your strategic decision-making

Express your interest in this ground-breaking hydrogen market study by submitting the form below and our marketing team will get in touch with you.

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David Mobbs

Head of Marketing

Joel Lacey

Sales and Marketing Specialist

The Iridium and Ruthenium Market Report

A joint quarterly report on iridium and ruthenium market fundamentals analysing the technological developments of end-uses, metal availability and price risk outlook.

PGM Market Report and Price Outlook to 2040

Our highly detailed market view provides current and long-term trends and influences acting on the global PGM markets.

Beresford Clarke

Managing Director: Technical & Research

Dr Jenny Watts

Head of Clean Energy & Sustainability

Dr Ralph Grimble

Operations Director

Alex Biddle

Senior Mining Analyst

Oksan Atilan

Consulting Automotive Analyst

Dr Sandeep Kaler

Market Strategy Analyst

How can we help you?

SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.

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