2026 Agenda Sessions

How strategic offtake agreements/ partnerships between PGM miners and OEMs can de-risk the energy tr

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.