Report by Sustainable Market Strategies

Almost all developed countries have fairly aggressive zero-emission vehicles targets, and shockingly, some of these targets could actually be met! However, it is a different story in EM countries. This means that the real automotive transition in EMs will be from highly polluting cars to less polluting ones, providing a tailwind for emission control technologies such as catalytic converters and their metallic components: platinum, palladium and rhodium. Companies featured in SMS' report include Umicore, Johnson Matthey and Sibanye Stillwater.