Constrained supply dynamics underpin the metal-price surge
May 28, 2021
3 minutes
By David McKay
neal Froneman, CEO of Sibanye-Stillwater, is not one for curbing his enthusiasm. He did, however, briefly pause during a recent webinar convened by asset manager Ninety One on the prospects of a metals supercycle to warn against “overoptimism”.
Although Froneman seems convinced by the trajectory of platinum group metal (PGM) prices, his caution is nonetheless an indication that people aren’t sure if recent metal price surges are sustainable.
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