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 dominant 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
LIST OF 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
24.) Keliber Project Financial Overview
LIST OF 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
Companies Mentioned
- Sibanye-Stillwater
