Consulting analysts in tomorrow’s commodities and technologies


AUTO PRODUCTION: LMC Automotive COVID-19 - Plant Update

The automotive industry’s focus is now shifting to the widely reported new epicentre of the COVID-19 outbreak, Europe. Demand as well as supply-side impacts upon light vehicle production are emerging as more aggressive policies to contain and delay the spread of COVID-19 are being introduced by an increasing number of countries in the region.

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DIESEL: February’s Diesel Car Market Share was the Strongest Since July 2019

  • Date: 18-03-20
  • Category: DIESEL
  • Source: LMC Automotive

The theme of near plateauing of the diesel car mix continued in February with a preliminary diesel share of 31.8% being recorded across the region.

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PGM PRODUCERS: World’s Biggest Precious Metal Industry Readies for Coronavirus

Platinum and gold mines in South Africa, which together make up the world’s biggest precious metals industry, are gearing up to try and minimize a local outbreak of the coronavirus that could disrupt operations where hundreds of thousands of people work in close proximity.

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PGM PRODUCERS: Sibanye-Stillwater Marikana operations to provide processing capacity to offset Anglo Platinum Force Majeure

  • Date: 17-03-20
  • Category: PGM PRODUCERS
  • Source: Sibanye-Stillwater

Further to the announcement on 6 March 2020, regarding the temporary closure of Anglo American Platinum Limited’s (Anglo Platinum) converter plant at its Rustenburg Platinum Mines (RPM) processing facilities, which led to Anglo Platinum declaring Force Majeure (FM) for a period of approximately 80 days, Sibanye-Stillwater has subsequently assessed how best to utilise spare PGM processing capacity at the Marikana operations and at the Precious Metal Refinery in Brakpan (Marikana processing facilities).

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AUTO PRODUCTION: Toyota to resume normal operations at Guangzhou plant

TOKYO/BEIJING -- Toyota Motor Corp. said on Friday that production at its plant in Guangzhou, China, would return to normal on Monday, after a month-long output suspension due to the coronavirus outbreak.

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EMISSIONS: Mercedes, BMW count on new plug-ins to meet CO2 targets

  • Date: 17-03-20
  • Category: EMISSIONS
  • Source: Auto News

The new Mercedes GLA, CLA Coupe and CLA wagon plug-in hybrids will help the automaker to meet CO2 reduction targets.

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PALLADIUM: China auto slowdown may see palladium demand drop by 200,000 oz: analyst

  • Date: 17-03-20
  • Category: PALLADIUM
  • Source: SP Global

London — China's auto manufacturing slowdown may result in palladium demand dropping by around 200,000 oz, putting a dent in the expected supply deficit this year, Standard Chartered's global research precious metals analyst Suki Cooper told S&P Global Platts in an interview.

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ELECTRIC VEHICLES: UK deals for vanadium redox flow merger and electric vehicles announced

English partners appear to be in demand with a London-based vanadium flow supplier tying up with a U.S. partner just as an automotive design company in Coventry announces plans for electric and hydrogen vehicle production in the West Midlands.

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