The Platinum Series: Supply and Demand

VISUAL CAPITALIST THE PLATINUM SERIES THE HISTORY 2 SUPPLY & DEMAND AS AN INVESTMENT ........... PART 2 SUPPLY & DEMAND The entire WORLD SUPPLY of platinum is FAR LESS THAN 1/100 gold and silver: TH The supply of silver 1/10TH { The supply of gold The world supply of platinum in 2012 was 5.84 million oz The world's platinum FOUR REGIONS: SUPPLY is produced in 13% Russia North America 6% 6% Zimbabwe Very Stable Geopolitical and Labour Stability South Africa 73% 9 of the world's 10 largest producing mines are in South Africa. Very Unstable SOUTH AFRICA'S MINING INDUSTRY IS IN TURMOIL POOR LABOUR CONDITIONS LABOUR ACCOunts FOR ARE LEADING to PRODUCTION COSTS LABOUR STRIKES 50% OF tHe Cost OF ConventiONAL PLATINUM mihes ARE HIGHER WAGES ESCALATING RAPIDLY 86% Russia and South Africa of worldwide account for a combined production. Since 2006, production in Russia and South Africa has been declining. Russian Production 6,000 ............................. South African Production 5,000 4,000 3,000 Production decline is due to** rising costs and declining grades. 2,000 1,000 1982 1986 1992 1996 2000 2004 2008 2012 SUPPLY SUPPLY DEMAND Supply has been increasing to meet demand with recycling now playing a key role. VS Demand has been increasing steadily and is currently near a record of 8 Million oz per year However, mine production is still struggling to keep up with high demand levels. DEMAND I Investment I Recycling I Other Regions 1 Jewelry I Other I North America I Petroleum I Zimbabwe I Medical & Biomedical I Russia I Glass I South Africa I Electrical 1 Chemical I Autocatalyst 1 4. 4 AREAS: The world's Platinum DEMAND from 8% INVESTMENT Investors buy physical bars and coins in hope of price appreciation. 28% 33% 31% INDUSTRIAL Platinum has over 25 different industrial uses including medical tech, nitric acid, and electronics. JEWELLERY Rings and bracelets are made out of platinum because of its resistance to wear and tarnish. AUTO INDUSTRY Platinum is used as a catalytic converter to help reduce car emissions. 35 TOTAL VEHICLE SALES - PER COUNTRY (by thousand) 30 BRAZIL RUSSIA 25 CHINA There is STRONG platinum demand, which is expected to continue due to 20 AUTOCATALYST DEMAND 15 from the BRIC countries. 10 INDIA 1999 2012 DID YOU KNOW? ETFS The average vehicle contains approximately $200 worth of platinum group metals. Platinum holdings in ETFS have soared over the past 5 years: 16 12 The introduction of ETFS in 2007 has accounted for 1.5 million oz of current physical demand. 2007 2008 2009 2010 2011 2012 PART 3- CONTINUES WITH... PLATINUM AS AN INVESTMENT VISUAL CAPITALIST Educating a new generation of investors on resource investing and management VISUAL CAPITALIST www.visualcapitalist.com Top Sources: http://www.platinum.matthey.com/about-pgm/history-of-pgm http://www.platinummetalsreview.com/resources/history-of-platinum-2/ http://en.wikipedia.org/wiki/Platinum http://www.munknee.com/2012/05/a-direct-comparison-between-gold-silver-platinum-and-copper/ http://www.caseyresearch.com/cdd/industrial-mans-gold http://www.bloomberg.com/news/2013-03-26/russia-south-africa-seek-to-create-opec-style-platinum-bloc.html http://www.prophecyplat.com/investor_presentation.php http://www.platinummetalsreview.co http://platinumgroupmetals.net/company/message/ http://www.zeallic.com/2010/platgold.htm http://www.platinumgroupmetals.net/platinum_market/ http://en.wikipedia.org/wiki/Platinum_coin http://www.theaureport.com/pub/na/15119 http://www.forbes.com/sites/beltway/2013/01/08/is-the-trillion-dollar-platinum-coin-clever-or-insane/ http://en.wikipedia.org/wiki/Platinum_as_an_investment http://www.implats.co.za/implats/Impala-platinum.asp ources/view-questions-answers/pgm-loading-and-recycling-rates-in-autocatalysts/ For a complete list of sources, please visit: visualcapitalist.com/sources ( zo 000) (20 000 ) unuņejd Platinum