PUBLISHER: Amadee & Company, Inc. | PRODUCT CODE: 1281614
PUBLISHER: Amadee & Company, Inc. | PRODUCT CODE: 1281614
Sibanye-Stillwater Coverage Initiation: Focus on Platinum and Palladium
Sibanye-Stillwater is one of the world's largest, primary producers of platinum, palladium, iridium, rhodium, and gold, as well as the leading recycler and processor of spent platinum group metals (PGM) catalytic converter materials. The company has recently begun to diversify its portfolio into battery metal assets as the next leg of its growth Strategy.
Palladium, platinum, rhodium, ruthenium and iridium (all PGM) are considered critical minerals. A critical mineral is essential to the economic or national security of the U.S., and which has a supply chain vulnerable to disruption. PGM is one of the few critical minerals where China does not have a dominate position either in terms of mining or processing.
The report provides an in-depth look at the strategy, operations and financial results of Sibanye-Stillwater and why it is now considered a good investment.
TABLE OF CONTENTS
- Company Overview
- Investment Rationale
- Risks
- Stock Data
- Company Strategy
- PGM Price Outlook
- Metals Portfolio
- What Are PGM
- Applications
- Operations
- Financial Results
- EPS/Valuation
- Income Statement
- Cash Flow
- Balance Sheet
- Business Performance
- Key Takeaways from Financial Results
- PGM Sources
- Extraction
- Global Reserves
- Global PGM Production
- Platinum Market
- SA Power Crisis
- Competition
- Palladium Market
- Competition
- Russian Precious Metals Sanctions
- Norilsk Nickel
- Green Metals
- Battery Electric Vehicle Production
- Keliber Project
- Project Drivers
- Financing
- Strategy
- Ownership
- Operations
- Funding
- Capex
- Construction
- Production
- Technologies
- Reserves and Resources
- Financials
- Rhyolite Ridge
- Sandouville
- New Century Resources
TABLES
- 1.) Sibanye-Stillwater Production by Metal (oz): 2021-2022
- 2.) Key Materials for Energy Technologies
- 3.) Sibanye-Stillwater Stock Data
- 4.) Platinum Group Metals Properties
- 5.) Sibanye-Stillwater Production and Capex by Metal
- 6.) Sibanye-Stillwater Mines by Metal
- 7.) Sibanye-Stillwater EPS and Valuation Estimates: 2021-2025
- 8.) Sibanye-Stillwater Key Income Statement Data: 2021-2025
- 9.) Sibanye-Stillwater Key Cash Flow Statement Data: 2021-2025
- 10.) Sibanye-Stillwater Key Balance Sheet Data: 2021-2025
- 11.) Sibanye-Stillwater Key Business Performance Data: 2021-2025
- 12.) Platinum Group Metals Reserves by Country (Kilograms): 2023
- 13.) Global Platinum Group Metals Production (Kilograms): 2014-2023
- 14.) Platinum Supply, Demand, Price, Value (Thousand Ounces): 2021-2025
- 15.) World Mine Production of Platinum by Country (Kilograms): 2016-2022
- 16.) Platinum Consumption by Application (koz): 2022-2023
- 17.) Publicly Traded Platinum and Palladium Mining Companies: 2023
- 18.) Palladium Supply, Demand, Price, Value (Thousand Ounces): 2021-2025
- 19.) World Mine Production of Palladium by Country (Kilograms): 2016-2022
- 20.) Palladium Consumption by Application (koz): 2022
- 21.) Norilsk Palladium and Platinum Production (koz): 2019-2022
- 22.) Keliber Project Overview
- 23.) Keliber Project Capex by Type
- 24.) Keliber Project First Phase Statistics
- 25.) Keliber Project Financial Overview
FIGURES
- 1.) Sibanye-Stillwater Metals Portfolio
- 2.) Platinum Group Metals in the Periodic Table
- 3.) Sibanye-Stillwater Operations and Projects by Country
- 4.) Sibanye-Stillwater Reserves and Resources
- 5.) South Africa Platinum and Palladium Production (koz): 1990-2021
- 6.) Russia Exports vs. Production of Various Commodities: 2022
- 7.) Norilsk Exports by Region (%): 2021-2023
- 8.) Global Battery Electric Vehicle Production Outlook Changes by Quarter (Million Units): 2019-2030
- 9.) Lithium Supply vs. Demand by Projects and Countries (LCE kt): 2021-2026
- 10.) Global Light -Duty Vehicle Production by Engine Type (Million): 2019-2031
- 11.) Sibanye-Stillwater Battery Metals End-User Ecosystems: 2023
- 12.) Keliber Project Production Profile
- 13.) Keliber Project Production Flowsheet
- 14.) Lithium Hydroxide Price (US$/Tonne): 2018-2028
