Sign up to save your podcasts
Or
Share Anti-EV Commodities: Electric Dreams, Metallic Realities
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Anti-EV Commodities: Electric Dreams, Metallic Realities
Hello, this is Nuno Gomes for the Academic Observer on Economics, Business, and Finance.
In this episode of The Academic Observer, we dive into an unconventional opportunity within the metals market—Platinum Group Metals (PGMs). As electric vehicles (EVs) dominate the headlines and consumer interest, we explore whether there's a case for betting against the BEV trend. From the role of PGMs in catalytic converters to their potential resurgence in hydrogen fuel cell technology, we unpack why these 'vitamins of industry' might still hold value despite the rise of BEVs.
Join us as we question mainstream assumptions about the future of mobility and commodities.
Intro: Contrarian Wisdoms 0:00 - 1:34
Electric Mobility Reimagined 1:35 - 3:10
The PGM Play 3:11 - 5:49
An Industry at Risk 5:50 - 7:20
BEVs: Real Costs 8:40 - 10:09
Hydrogen’s Wild Cards 10:10 - 14:54
Upside Supply Squeeze for PGMs 14:55 - 19:01
Balancing the Odds 19:02 - 21:39
Final Thoughts & Outro 21:40 - 22:17
View all episodes
By Nuno GomesHello, this is Nuno Gomes for the Academic Observer on Economics, Business, and Finance.
In this episode of The Academic Observer, we dive into an unconventional opportunity within the metals market—Platinum Group Metals (PGMs). As electric vehicles (EVs) dominate the headlines and consumer interest, we explore whether there's a case for betting against the BEV trend. From the role of PGMs in catalytic converters to their potential resurgence in hydrogen fuel cell technology, we unpack why these 'vitamins of industry' might still hold value despite the rise of BEVs.
Join us as we question mainstream assumptions about the future of mobility and commodities.
Intro: Contrarian Wisdoms 0:00 - 1:34
Electric Mobility Reimagined 1:35 - 3:10
The PGM Play 3:11 - 5:49
An Industry at Risk 5:50 - 7:20
BEVs: Real Costs 8:40 - 10:09
Hydrogen’s Wild Cards 10:10 - 14:54
Upside Supply Squeeze for PGMs 14:55 - 19:01
Balancing the Odds 19:02 - 21:39
Final Thoughts & Outro 21:40 - 22:17