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"China's data did show a pause," David Tait, CEO of the World Gold Council (WGC), told Reuters on the sidelines of the Asia Pacific Precious Metals Conference in Singapore. "(But) they are just waiting and watching. If prices correct to the $2,200 per ounce level, they will resume again."

The new hydrogen fuel cell technology is expected to be more productive and affordable than trends in present-day markets. It employs a cheaper ceramic membrane than platinum, a valuable metal that is added to any product and increases its overall price.

Tesla's new hydrogen project aims to use fuel cells to generate electricity. The first hydrogen-powered car, Model H, is expected to debut in 2026.

Edward Sterck - Director of Research @ the World Platinum Investment Council

Watson referenced a chart showing platinum supply decreasing to 2030, as operational expenditures rise and miners close unproductive shafts. “We’re heading into a zone where we’re going to be in a structural deficit going forward,” he said.
Sterck agreed, stating that “it's just fundamentally the combination of mine and recycling supply continuing to run short of demand.” The WPIC projects a ...

Hydrogen Demand through 2030 - BloombergNEF

We see higher not lower costs of hydrogen and slower not faster take up of production and demand than expected.

Mitsubishi Materials to join effort to prevent resources from being shipped abroad

Green Rush: Mining the Energy Revolution

"It takes real labor and real capital, and it takes energy to get those physical products from the ground," said Melek, and all those costs have been going up. "We are potentially in a world of escalating prices for the long run."

Metal–carbon composites are extensively utilized as electrochemical catalysts but face critical challenges in mass production and stability. We report a scalable manufacturing process for ruthenium surface-embedded fabric electrocatalysts (Ru-SFECs) via conventional fiber/fabric manufacturing.

Northam Platinum

“We need to see a real structural change in the supply of palladium to reassert pricing power into the market,” he said in an interview. “That’s obviously going to bring some pain but we think it’s necessary.”

Although silver prices rose to an 11-year high last week, the arbitrage window — or the spread between Chinese and world prices — has widened even further. That creates the incentive to send more metal to China, potentially squeezing supply for other countries.