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NAI 500
nai500. com > blog > 2026 > 04 > tharisa-holds-line-on-pgm-recoveries-as-juniors-raise-risk-capital

Tharisa holds line on PGM recoveries as juniors raise risk capital

1+ day, 2+ hour ago  (788+ words) NAI500 - Tharisa holds line on PGM recoveries as juniors raise risk capital Tharisa's second quarter production update offers a clean read on operating discipline in a tough commodity tape: platinum group metal output eased sequentially but improved year on year, and…...

NAI 500
nai500. com > blog > 2026 > 03 > platinum-demand-seen-surging-as-investors-go-defensive

Platinum Demand Seen Surging as Investors Go Defensive

1+ mon, 1+ week ago  (101+ words) " Metallurgy gaps: Limited pilot-scale test work, unproven concentrate quality, or a reliance on tolling without letters of intent from smelters. " Power and water assumptions: Unrealistic capex for grid connections, or ignoring regional water stress that could delay permits. " Permitting and…...