Unlocking new opportunities in Southeast Asia

SFA leverages its in-depth understanding of the PGM market to investigate PGM, gold and silver demand in Southeast Asia analysing industrial sectors, plant capacities, material flows and end-uses. This forward-looking report covers current and future trends and influences acting on PGMs in the Philippines, Malaysia, Thailand, Vietnam, Cambodia, Brunei, Indonesia, Singapore, Myanmar and Australia.

PGM demand

• An analysis of PGM consumption, adoption and substitution is assessed, as well as past and future demand trends of Tier 1 counties (Singapore, Malaysia, Indonesia, Thailand and Australia).

• The major PGM demand sectors covered include automotive, industrial, chemicals, petrochemicals, agrochemicals, glass, jewellery, medical/dental and the investment sector (exchange-traded funds).

• High-level country summaries of demand drivers by market, and the leading companies driving PGM demand.

• Assessment of installed refining capacity from catalytic reformers, isomerisation and hydrocracking plants across all regions, plant expansions, and new refineries supporting growth for PGMs.

• Metal purchasing strategies.

• Key contacts by end-use (where possible).

PGM suppliers

• Local and imported sources of PGM powder imports and semi-fabricated products for end-use by region, including volumes by metal (platinum, palladium, rhodium, ruthenium, and iridium) and forecasts for supply from recycling.

• Importer rankings by the major players and country of origin.

Major PGM players

• Identification of large industrial players and a high-level overview of existing services.

• Mapped locations of all chemical plants, glass plants, petroleum refineries and fabricators.

PGM recycling developments

• Current and future developments based on evolving market dynamics, legislation, and existing recyclers.

• Quantification of platinum, palladium and rhodium supply from autocatalysts beyond 2030 based on our car scrappage distribution and spent catalytic converter collection rate curves.

Gold and silver

• Major imports/export trade flows of gold and silver by destination (imports) and by origin (exports).

• Historical review of net import/export trade summaries.

Who should read this report?

• New business entrants that require business strategy, investment timing, long-term risks and opportunities, and an independent view of the Southeast Asia PGM market.

• Commodity risk managers from fabricators, car companies, petroleum companies and other end-users, for help with assessing price volatility, price direction, or the economics and security of demand.

• Financiers, pension funds, investors and other financial institutions needing to understand the long-term demand risks and opportunities in the industry.

Live Q&A with the analysts

• Our Southeast Asia PGM market intelligence report is supported by a video call, most often hosted through MS Teams, which is led by  Beresford Clarke, along with our team of expert PGM analysts to highlight the key market aspects and address any further questions you may have.