offtake · non-aligned supply brief

Platinum (Pt)

pgm · criticality 8/10 · substitutability: limited

MOS Rank

#25

score 18.7 · conf 57%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Liquid exchange — low broker spread
  • —Concentrated market, few brokers

Supply concentration

10% of global production is in China + Russia

HHI 5400

China 0% · Russia 10%Non-aligned 90%

Top producers

  • South Africa72%
  • Russia10%
  • Zimbabwe8%
  • Canada3%
  • USA2%

Non-aligned producers (1 tracked)

AssetOperatorCountryCapacity tpaStatus
MogalakwenaAnglo American PlatinumZA500operating

Get next week's brief

Every Monday: the top 3 critical minerals ranked by broker opportunity, with non-aligned supply signals. No spam, unsubscribe anytime.