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Platinum Precious Metals

March 17, 2025

Platinum Could Be Next

As Gold went through the roof climbing constantly to new highs – consumers in Asia are already driving the Platinum jewellery market. Platinum coins like Canadian Maple Leaf and Platinum Bouillon are almost sold out in the entire region. Younger generations seem to prefer Platinum over Gold – the bright colourless shining metal is attributed to modernity and decent elegance. For others it is simply an unwillingness to pay more for Gold while Platinum is actually more valuable, more exclusive and 16 times more scarce in terms of extracted metal stocks.

. 2023 Gold production was 3’000 tonnes while Platinum stands at 180 tonnes per year. The abundance of Platinum 0.006 ppm (5×10⁻⁷%) versus Gold 0.004 (4×10⁻⁷%) is fairly unknown. Platinum precious metal reserves are estimated at 81’000 metric tons. Over 75% of it located in South Africa – approx 12 % in Russia and remains in Canada and Zimbabwe. The Platinum group (non metallic mineral, incl Palladium, Ruthenium Ru, Rhodium RH, Iridium IR, Osmium OS) mining is heavily subsidised by Nickel or Copper mining and usually exploited as by-product. Its economic viability for the exploitation is relying on the exploration facilities and resources of existing mining fields of other industrial metals. Today, there are no dedicated Platinum exploitation suitable for its precious metal extractions in metallic form due to its abundance and limited volumes. Platinum precious metals are even more scarce than Gold.

Industrial Demand:
Platinum PGM group was lagging vs Gold as industrial demand slowed down due to the EV hipe. Since traditional combustion fuel driven cars are experiencing a new revival – industrial demand is expected to grow again. For the next generation of hydrogen cars more metal catalysts will be needed for hydrogen electrolysis. Platinum is irreplaceable for this application.

More value added properties are currently exploited in science through medicine – Pharmacy and surgery and implants, electronics, technology, Space and Aeronautics and Defence.

Unique Properties make this rare Metal a high Value Asset:

However it will never be used as reserve currency for central banks – because of its industrial use, abundance, illiquidity and regulatory costs impacting the mining industry. Its valuable properties for sensitive industries and national security could be jeopardised by the abuse of investors creating a costly supply shortage. Central Banks will therefore not consider to use Platinum as reserves in their balance sheets.

Adding Platinum in your Portfolio:

I believe it is a valid alternative to Gold and its popularity as Jewellery is about to take off.
Those who favour physical vs paper certificates may consider Geiger Edelmetalle. Note that bid offer spreads are considerably high – 200 CHF spread for one ounce of Platinum = 20%.
However- for one ounce of Gold you get 3 ounces of Platinum of a precious metal that is fare more scarce than Gold. Otherwise Mini Futures with leverage can be bought for speculative investors. Platinum should perform better than Palladium and over time beat inflation.

Costs impeded: Regardless of the high purchase costs – bid offer spread and additional VAT tax – physical long-term holdings could be more effective over time – cary cost for Platinum certificates and Futures reach 7-10 % per year. In less than 3 years your initial purchasing costs (spread) will be paid off.

Expectations:

Performance estimates and expectations remain highly uncertain – however in respect of historical prices throughout the metal market in comparison – Platinum offers the best risk reward ratio among precious metals. If inflation and industrial demand are materialising as stated – the price for one ounce could easily reach 1’500 USD by 2028. For 2025 price expecations range between 900 and 1’150 USD.

Considering volatility – risk / reward – a 1-3% allocation is reasonable.

https://tradingeconomics.com/commodity/platinum https://www.capitaleconomics.com/topic/platinum

«Due to technical issue this part of page below can no longer be updated – the following graph is referring to previous year 2024 Conviction Holding – Gold»

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