One topic of my annual “Metal Megatrends” paper at the recent IPMI conference in Phoenix was sustainable mobility, and its impacts on metal consumption. In fact, if you read the story of how my column for Kitco News started four years ago (see the “Welcome” page of this blog), we have now reached a point where we can answer the question: “What if all cars in the world were electric?”.
The answer is now online on Kitco News (click here to read).
While my paper (available through the IPMI in a little while) was also critical regarding Tesla executives’ role in trash talking hydrogen it should also be disclosed that I am on the long list of people having pre-ordered a Model 3, and I share the admiration of Elon Musk by those who say he is shaping the world by his visions, perhaps in more significant ways than Steve Jobs ever has.
As a result of adding up all the facts in front of us the only logical conclusion is that the era of the internal combustion engine is coming to an end. There will be a long tail, of course, with cars being passed on from some regions of the world to others, and with heavy duty engines as an unresolved issue. What about collector’s cars? Will a “boutique” style infrastructure emerge where we buy fuel in new ways, or is it back to the pharmacy like in the early days of the automobile?
Last but certainly not least: what will happen to pgm markets in the meantime? Assuming that the fuel cell will eventually gain traction, the loss of platinum on emission control catalysts might be offset by the growth of the FCEV. Palladium, which is already used in some fuel cells, might once again play a role as a substitute. Only for rhodium the direction is unclear in this environment.
That said, the unique properties of precious metals have always made them desirable, if not irreplaceable, in technology applications. I am optimistic that new uses will emerge as technologies advance further.
Intrigued by this scenario, I requested an interview with BYD which was promptly granted. I wish other companies were this forthcoming when it comes to asking about their technology. The resulting article was just published on Kitco News today, and it can be viewed 
Carlos Ghosn, CEO of both Renault and Nissan, shared some very relevant insights on why electric vehicles are unstoppable, and why he does not see any of the tech companies enter the automotive market as a producer. Ghosn gave a speech at the opening ceremony and press breakfast of this year’s New York International Auto Show (NYIAS). My Kitco report (click 
While prices for several technology metals keep edging down, there may be light at the end of the tunnel for some of them. This week’s “Tech Metals Insider” report sheds light on the Gallium market and its perspectives. 
Terms like precious metals, rare earth elements, rare metals, minor metals, specialty metals etc. are used throughout reports leaving many people confused about what they actually mean. The term “Technology Metals” is, admittedly, loosely defined as well. Time for some definitions:
2015 was not a good year for technology metals (precious metals, rare earth elements and strategic metals). From a perspective of industrial use, what is the likely development in demand and price in 2016? Part one of my condensed analysis was just published exclusively on Kitco News. 
The White Swan 