Precious metals

Platinum

Rarer than gold, and far more industrial.

XPT / USD spot$1,679.80-1.69%

Platinum is not mainly a jewellery metal. It is an automotive, catalyst, and increasingly a hydrogen-economy metal, with jewellery as one demand stream among several. Supply is concentrated and constrained, which keeps it in recurring deficit.

What drives demand

AutocatalystsEmissions-control demand, including diesel and substitution for palladium.
IndustrialChemical, glass, and electrical uses.
HydrogenFuel-cell and electrolyser demand, the structural growth story.
JewelleryA premium, lower-volume stream that rises when gold gets expensive.

Where it is mined

South Africa dominates, followed by Russia, Zimbabwe, Canada, and the United States. South Africa is the world's top platinum producer and a major palladium producer too.

Who mines it

Anglo American Platinum (Valterra Platinum), Impala Platinum, Sibanye Stillwater, Northam Platinum, Nornickel, African Rainbow Minerals, Tharisa, and Platinum Group Metals Ltd.

Platinum price, last 90 sessions

The outlook

Johnson Matthey expects platinum demand to exceed supply again in 2026, driven by industrial use and constrained mine output. For jewellers, that supply tension plus a price well below gold makes platinum a value-and-margin story.

What Lufroma tracks for Platinum

Spot, the platinum-to-gold spread, and supply-deficit context. Read the latest in the daily brief and reports.

See the intelligence

PGM concentrates are analysed by XRF and ICP-MS for trace detection. Lufroma reports the market, not the assay.

Other metals: GoldSilverPalladium

Lufroma Research. Information only, not investment advice.