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How strategic offtake agreements/ partnerships between PGM miners and OEMs can de-risk the energy transition and create more flexibility for future mobility?

Partnerships are increasingly vital in the PGM sector due to complex value chains, evolving technologies, and shifting geopolitical and ESG dynamics. Historically, major automakers like Toyota and BMW secured long-term supply deals with miners to ensure access to materials. Today, linking miners directly with demand drivers offers benefits like price stability, innovation, and supply security. Partnerships can take various forms financial, equity-linked, or recycling-focused and involve OEMs, refiners, fabricators, and hydrogen tech firms such as Ballard and Hyundai. While challenges remain, government and industry support will be key to making these collaborations effective.


Wednesday 11 February 12:05 - 12:50 Critical Minerals Ngorongoro Crater Stage (CTICC1 - Level 2)

Add to calendar 02/11/2026 12:05 02/11/2026 12:50 How strategic offtake agreements/ partnerships between PGM miners and OEMs can de-risk the energy transition and create more flexibility for future mobility?

Partnerships are increasingly vital in the PGM sector due to complex value chains, evolving technologies, and shifting geopolitical and ESG dynamics. Historically, major automakers like Toyota and BMW secured long-term supply deals with miners to ensure access to materials. Today, linking miners directly with demand drivers offers benefits like price stability, innovation, and supply security. Partnerships can take various forms financial, equity-linked, or recycling-focused and involve OEMs, refiners, fabricators, and hydrogen tech firms such as Ballard and Hyundai. While challenges remain, government and industry support will be key to making these collaborations effective.

Ngorongoro Crater Stage (CTICC1 - Level 2) Africa/Johannesburg
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Moderator

Kirthanya Pillay

Group Executive: Strategy & Corporate Development, Impala Platinum Holdings

Speakers

David Jollie

Global Head of Sales, Valterra Platinum

Henk de Hoop

CEO, SFA Oxford

J.J. Messner de Latour

Sector Lead, Purchasing , Initiative for Responsible Mining Assurance