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Platinum demand strengthening
Shut Nkomati Nickel has good-grade, long-life underground potential
And, Botswana copper miner Khoemacau giving attention to ESG silver lining
Platinum demand appears to be strengthening on increased loadings, particularly in China’s strong-selling heavy-duty vehicles, more substitution of palladium by platinum, and greater investor interest, particularly with platinum’s links to the hydrogen economy.
WPIC research director Trevor Raymond:
The large underground resource that remains at the shut Nkomati Nickel mine in Mpumalanga provides optionality depending on market conditions.
African Rainbow Minerals CEO Mike Schmidt:
Khoemacau Copper Mining of Botswana, which is ramping up to nameplate throughput of 3.65-million tonnes a year, is also giving attention to environmental social and governance matters that include considerable renewable energy generation and promising community development initiatives.
Cupric Canyon Capital CEO Johan Ferreira:
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