Rethinking EV Projections And The Implications For PGMs And South Africa

Loading player...
Guest – Meryl Pick, Head of Equities Research at Old Mutual Investment Group.

It has been almost a decade since the Paris Accords were adopted by over 190 countries. The global agreement to a climate risk transition – to be actioned through various policies, including bans on the sales of petrol and diesel fueled vehicles – earmarked the start of the end for industries such as the Platinum Group Metals (PGMs). However, the reality is looking different.

And as the largest producer and exporter of PGMs, what happens to the sector matters to South Africa. This is more than just an existential ESG matter, but one of grassroots societal importance to a country that is built on mineral wealth and mining.
23 Jul 2025 12PM English South Africa Business News · Investing

Other recent episodes

PPS Delivers R6.88bn in Profit‑Share

PPS Group CEO Izak Smit unpacks a second consecutive record year, with R6.88bn allocated to members and R6.67bn paid in claims. He explains the strength of the mutual model.
22 Apr 4PM 16 min

Capitec’s R16.8bn Year

Capitec CEO Graham Lee discusses the bank’s 23% earnings surge, its diversified business model, and the rapid rise of digital payments.
22 Apr 4PM 14 min

Inflation Through the Eyes of the Consumer

Eighty20 Director Andrew Fulton translates the CPI numbers into real‑world household pressure. From meat‑led food inflation to the looming oil shock, he explores which consumers are most exposed and how spending behaviour is shifting.
22 Apr 4PM 9 min

SA’s Draft AI Policy: The Cost of Getting It Wrong

Free SA spokesperson Gideon Joubert discusses the organization's concerns about South Africa’s Draft National AI Policy—including expanded bureaucracy, duplicated institutions, and barriers for startups.
21 Apr 4PM 5 min