Materials Analyst/Strategist, Janus Analysis

Gaius King

Over two decades experience in resources; including mining operations, corporate finance and as a resource analyst. Followed numerous market sectors, conducting fundamental demand and supply analysis, detailed financial modelling incorporating real-world business complexity. Encompassing cashflow and DCF valuations, growth and supply factors, with sensitivities.

The ability to marry big picture ideas with in-depth analysis resulted in between 2004 and 2014, an after-tax (including all taxes/losses) of >50% CAGR over that period.

Materials Analyst/Strategist

Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher

A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 2

A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 1

Janus Analysis

Commodities

<ul>
<li>Global platinum demand declined ~18% in the past decade, with the consumption nadir will be reached during 2025.</li>
<li>Decline in diesel vehicle sales have plateaued, with Industrial/chemical demand to exceed autocatalyst by 2035.</li>
<li>Platinum prices to remain flat for foreseeable future, but others in the basket may climb (<em>e.g</em>. palladium).</li>
</ul>


Global platinum demand declined ~18% in the past decade, with the consumption nadir will be reached during 2025.
Decline in diesel vehicle sales have plateaued, with Industrial/chemical demand to exceed autocatalyst by 2035.
Platinum prices to remain flat for foreseeable future, but others in the basket may climb (e.g. palladium).


Platinum Demand to Grow from 2025 Onwards