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市场调查报告书
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1852175

铂族金属：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Platinum Group Metals - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年铂族金属市场规模为 637.51 吨，到 2030 年将达到 805.16 吨，预测期（2025-2030 年）复合年增长率为 4.75%。

铂族金属市场-IMG1

铂族金属市场受惠于两大需求趋势：汽油和混合动力汽车对汽车触媒的持续需求，以及固体电解质膜（PEM）氢能技术的快速普及。催化剂材料正从钯转向铂，这支撑了短期市场情绪。长期机会包括绿色氢能建设，预计到2025年，绿色氢能建设将使PEM电解槽的铂金需求逐年翻倍。铱供应紧张、亚洲珠宝饰品需求坚挺，以及先进电子行业对铂族金属的需求不断增长，这些因素共同支撑了铂金价格的基本面。同时，价格持续波动以及南非生产成本上升，阻碍了长期承购协议的达成，尤其是与燃料电池原始设备製造商（OEM）的协议。

全球铂族金属市场趋势与洞察

汽车产业对触媒转换器的需求不断增长

到2024年，乘用车、混合动力汽车和重型卡车将占铂族金属（PGM）总消耗量的60%。总合的欧盟7和全国六b排放标准推动了每辆车铂族金属用量的增加，抵消了汽油产量下降的影响。混合动力汽车催化剂尤其需要铂族金属，预计2025年铂族汽车催化剂的需求将达到八年来的最高点，为324万盎司。重型卡车催化剂对铂族金属的需求量将更高，这将创造一个盈利的细分市场，使汽车製造商免受乘用车催化剂市场不利因素的影响。亚洲市场的规模，加上政府对清洁引擎的奖励，使得铂族金属市场与汽车产业的消费需求紧密相关。

北美PEM电解槽扩张

预计到2030年，与氢气相关的铂金需求将达到87.5万盎司，约占铂金总消费量的10%，并在2025年翻倍。加拿大40%的清洁氢能税额扣抵和美国的《通膨抑制法案》正在推动多吉瓦级电解槽。铱的短缺一直是限制市场发展的一大障碍，预计2024年铱的产量仅7.7吨。诸如Smoltec公司的奈米涂层等技术突破对于扩大供应至关重要，该涂层可将PEM电池中的铱负载量降低95%。这些市场发展趋势巩固了铂族金属市场长期成长的基础。

高昂的生产成本

在南非，电力中断和劳工动盪推高了采矿成本：英美资源集团铂金公司2024年的采矿成本上涨了5%，达到每盎司6E铂金20,922兰特。深层矿床需要先进的冷冻设备和矿脉稳定措施，这增加了固定成本。在价格低迷时期，轮流开采的生产商往往只能勉强维持收支平衡甚至亏损，从而减少了用于扩张的资本能力。这些动态对铂族金属市场的供应安全构成下行风险，并限制了长期合约的签订。

细分市场分析

到2024年，钯金将占铂族金属市场份额的47%，汽油催化剂仍将是其消费的主导领域。铱主要用于PEM电解槽阳极，预计到2030年，其复合年增长率将达到9.04%，成为铂族金属中成长最快的。供应紧张和技术信心将维持铱金的溢价，并使其在未来几年内对铂族金属市场的贡献进一步扩大。铂金的復兴主要得益于其在汽油催化剂领域的替代应用。铑的替代品有限，推高了其价格；而钌和锇在小众化学和数据存储应用领域日益普及，从而实现了收入来源的多元化。

PEM系统和先进记忆体的持续成长将推动铱和钌从特殊应用领域走向主流应用。 2024年铑的平均价格将达到每盎司5,375美元，显示供应紧张。铂的广泛供应以及替代品的持续供应将支撑强劲的需求并稳定铂族金属市场。对于钌而言，来自技术废弃物（例如硬碟）回收的提高将增强供应安全性，从而缓解价格上涨压力，并强化循环经济的概念，这对电子产品製造商至关重要。

到2024年，珠宝饰品将占铂族金属消费量的29%，巩固其作为最大应用领域的地位，尤其是在中国、日本和印度。儘管宏观经济环境疲软，但奢侈品需求依然强劲，且铂金具有投资吸引力，因此其消费量基准保持稳定。同时，燃料电池产业正以29.66%的复合年增长率成长，这得益于多吉瓦级电解槽专案和固定式发电专案的推动。因此，预计到2030年，用于燃料电池堆的铂族金属市场规模将快速扩张。

随着排放标准不断提高，汽车触媒仍然至关重要。随着半导体节点缩小至3奈米及以下，铂金在电子领域的应用日益广泛。玻璃纤维製造和颜料应用充分利用了铂金的高熔点，而医疗设备则利用其生物相容性製造导管和支架。化学製程催化剂，尤其是在石油炼製中的硝酸和加氢裂解反应中，铂金的使用量持续稳定且显着，其多样化的应用能够有效抵御经济波动的影响。

铂族金属报告按金属类型（铂、钯、铑及其他）、应用领域（汽车催化剂、电气电子及其他）、来源（原生（采矿）、回收/再生）、终端用户行业（汽车、工业化学品及其他）和地区（亚太、北美、欧洲、南美、中东和非洲）进行细分。市场预测以吨为单位。

区域分析

到2024年，亚洲将主导铂族金属市场，占据52%的市场份额，这主要得益于中国作为全球最大的钯金（用于汽车催化剂）和铂金（用于珠宝）消费国的地位。北京正寻求提升国内定价权，广州期货交易所也正在上市铂金和钯金合约，以提高市场流动性，并鼓励工业用户对冲其长期部位。日本珠宝饰品需求的復苏和印度婚礼饰品需求的增加将为区域市场提供成长动力，而台湾和韩国的电子产业丛集也将提振工业消费。

受德国和英国更严格的排放法规推动，欧洲汽车催化剂消费量强劲成长，催化剂用量也随之增加。即将实施的欧7排放标准将进一步刺激乘用车和重型车辆对铂族金属的需求成长，但向电动车的转型将带来复杂的供需平衡。欧洲也正致力于铂族金属的回收利用：庄信万丰和优美科经营先进的设施，以极低的排放回收汽车催化剂金属，从而支持循环经济目标并稳定铂族金属市场。

由于氢能政策和汽油车销售的持续成长，北美正在崛起为经济成长极。加拿大是世界第三大钯金生产国和第四大铂金生产国，预计2022年将开采71万盎司铂金，主要产自安大略省。渥太华的清洁氢能税收优惠政策将加速电解槽计划，从而为该地区带来更多铂金和铱的需求。美国的《通膨控制法案》将透过资助氢能中心建设进一步推动这一发展趋势，增强铂族金属市场的长期前景。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 汽车产业对触媒转换器的需求不断增长
    • 北美PEM电解槽建置燃料铂金需求
    • 电子业对铂、钯和钌的需求不断增长
    • 钯和铂替代催化剂推动双金属崛起
    • 亚太地区国家珠宝饰品消费成长
  • 市场限制
    • 高成本
    • 价格波动会阻止燃料电池原始设备製造商长期退出市场。
    • 回收竞赛
  • 价值链分析
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第五章 市场规模与成长预测

  • 按金属类型
    • 铂
    • 钯
    • 铑
    • 铱
    • 钌
    • 钡
  • 透过使用
    • 汽车触媒
    • 电气和电子
    • 燃料电池
    • 玻璃、陶瓷、颜料
    • 珠宝
    • 医疗（牙科和製药）
    • 化工
    • 其他（航太、感测器、水处理、法医鑑定）
  • 按来源
    • 初级（采矿）
    • 回收/二次性
  • 按最终用途行业划分
    • 车
    • 工业化学品
    • 可再生能源和氢能
    • 电子和半导体
    • 珠宝饰品和奢侈品
    • 医疗设备
    • 玻璃製造
    • 炼油
    • 其他的
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • ASEAN
      • 亚太其他地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 其他欧洲地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲国家
    • 中东和非洲
      • 沙乌地阿拉伯
      • 南非
      • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • African Rainbow Minerals Limited
    • Anglo American plc
    • BASF SE
    • DOWA Holdings Co., Ltd
    • Glencore
    • Heraeus Group
    • Impala Platinum Holdings Ltd
    • Ivanhoe Mines
    • Jinchuan Group International Resources Co. Ltd
    • Johnson Matthey
    • Norilsk Nickel
    • Northam Platinum Holdings Limited
    • Platinum Group Metals Ltd
    • Sibanye-Stillwater Limited
    • TANAKA PRECIOUS METAL GROUP Co., Ltd.
    • Umicore
    • Vale

第七章 市场机会与未来展望

简介目录
Product Code: 61254

The Platinum Group Metals Market size is estimated at 637.51 tons in 2025, and is expected to reach 805.16 tons by 2030, at a CAGR of 4.75% during the forecast period (2025-2030).

Platinum Group Metals - Market - IMG1

The Platinum group metals market benefits from a dual-track demand profile: sustained autocatalyst requirements in gasoline and hybrid vehicles and fast-accelerating adoption in proton-exchange-membrane (PEM) hydrogen technologies. The ongoing palladium-for-platinum shift in catalysts buoys short-term sentiment, while longer-term opportunity stems from green-hydrogen build-outs expected to double platinum demand for PEM electrolysers year-on-year through 2025. Iridium supply constraints, jewelry's resilience in Asia, and increasing PGM intensity in advanced electronics collectively support price fundamentals. Simultaneously, persistent price volatility and rising South African production costs inhibit long-dated offtake contracts, especially for fuel-cell OEMs.

Global Platinum Group Metals Market Trends and Insights

Growing Demand for Catalytic Converters from the Automotive Sector

Passenger cars, hybrids, and heavy-duty trucks together consumed 60% of all PGMs in 2024. Stricter Euro 7 and China VI-b standards raise PGM loadings per vehicle, offsetting lower gasoline production volumes. Hybrid-vehicle catalysts are especially PGM-dense, pushing projected platinum autocatalyst demand to an eight-year high of 3.24 million oz in 2025. Heavy-duty vehicles require even higher PGM doses, creating a profitable niche that shields producers from passenger-car headwinds. Asia's scale, coupled with government incentives for cleaner engines, keeps the Platinum group metals market firmly reliant on automotive offtake.

PEM Electrolyser Build-out in North America

Platinum demand linked to hydrogen is expected to double again in 2025, after reaching 875 koz by 2030, roughly 10% of total platinum use. Canada's 40% clean-hydrogen tax credit and the United States' Inflation Reduction Act underpin multi-gigawatt electrolyser orders. Iridium scarcity is an obstacle: 2024 production barely reached 7.7 tons. Technology breakthroughs, such as Smoltek's nanoscale coatings that reduce iridium loading in PEM cells by 95%, are vital for scaling supply. These developments solidify a long-run growth platform for the Platinum group metals market.

High Production Costs

Electricity load shedding and labor unrest in South Africa elevated mining costs: Anglo American Platinum's unit cost rose 5% to ZAR 20,922 per 6E oz in 2024. Deep-level deposits require advanced refrigeration and reef stabilization, elevating the fixed-cost base. During price troughs, swing producers operate at breakeven or losses, reducing capital capacity for expansion. These dynamics add downside risk to supply stability and limit long-term contracts for the Platinum group metals market.

Other drivers and restraints analyzed in the detailed report include:

  1. Increasing Electronics Demand
  2. Palladium-for-Platinum Substitution
  3. Price Volatility Deterring Long-Term Off-Take

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Palladium captured 47% of the Platinum group metals market in 2024 as gasoline catalysts continued to dominate consumption. Iridium, used chiefly in PEM electrolyser anodes, is projected to grow at a 9.04% CAGR through 2030, the fastest among all PGMs. Tight supply and technological reliance sustain iridium's price premium, magnifying its contribution to the Platinum group metals market size in later years. Platinum's renaissance stems from its substitution into gasoline catalysts; over 600 koz converted demand in 2023 alone. Rhodium's limited substitutes command high pricing, while ruthenium and osmium gain traction in niche chemical and data-storage applications, diversifying revenue streams.

Persistent load-growth in PEM systems and advanced memory drives iridium and ruthenium from specialty to mainstream status. Prices for rhodium averaged USD 5,375 /oz in 2024, indicative of constrained supply. Platinum's wider availability and ongoing substitution lock-in robust demand, stabilizing the Platinum group metals market. Recycling yields of technological scraps such as disk drives improve ruthenium supply security, tempering upward price pressure but reinforcing circular-economy credentials prized by electronics firms.

Jewelry retained 29% of PGM consumption in 2024, cementing its status as the largest application, especially across China, Japan, and India. Quiet-luxury trends and platinum's investment appeal sustain baseline volumes despite macroeconomic softness. The fuel-cell segment, however, is racing ahead with a 29.66% CAGR, supported by multi-gigawatt electrolyser initiatives and stationary power programs. The Platinum group metals market size allocated to fuel-cell stacks is thus expected to expand rapidly through 2030.

Autocatalysts remain indispensable as lawmakers raise emission-control thresholds. Electronics applications keep climbing as semiconductor nodes shrink below 3 nm. Glass fibre production and pigment uses leverage platinum's high melting point, while medical devices rely on its biocompatibility for catheters and stents. Chemical-process catalysts, notably in nitric-acid and refinery hydrocracking, continue to consume sizable but steady PGM volumes, offering a diversified application base that hedges cyclical swings.

The Platinum Group Metals Report is Segmented by Metal Type (Platinum, Palladium, Rhodium, and More), Application (Auto Catalysts, Electrical and Electronics, and More), Source (Primary (Mined), Recycled/Secondary), End-Use Industry (Automotive, Industrial Chemicals, and More), and Geography (Asia-Pacific, North America, Europe, South America, and Middle East and Africa). The Market Forecasts are Provided in Terms of Volume (tons).

Geography Analysis

Asia held a commanding 52% share of the Platinum group metals market in 2024, underpinned by China's status as the largest consumer of palladium for autocatalysts and platinum for jewelry. Beijing's pursuit of domestic pricing power led the Guangzhou Futures Exchange to list platinum and palladium contracts, deepening liquidity and encouraging industrial users to hedge long-term positions Nikkei Asia. Japan's jewelry rebound and India's wedding-driven ornament demand strengthen regional pull, while the region's electronics clusters in Taiwan and South Korea reinforce industrial consumption.

Europe, driven by stringent emissions mandates in Germany and the United Kingdom, has experienced significant growth in consumption, leading to heightened catalyst loadings. The forthcoming Euro 7 framework stimulates additional PGM intensity in both passenger and heavy-duty platforms, although the electric-vehicle transition creates a complex demand balance. Europe also champions PGM recycling: Johnson Matthey and Umicore run state-of-the-art facilities that recover autocatalyst metals with minimal emissions, supporting circular-economy targets and stabilizing the Platinum group metals market.

North America is emerging as a growth pole thanks to hydrogen policies and sustained gasoline vehicle sales. Canada is the world's third-largest palladium and fourth-largest platinum producer, with 710,000 oz mined in 2022, chiefly in Ontario Natural Resources Canada. Ottawa's clean-hydrogen tax incentive accelerates electrolyser projects, channelling additional platinum and iridium demand into the region. The United States' Inflation Reduction Act amplifies this trajectory by funding hydrogen hubs, reinforcing long-run prospects for the Platinum group metals market.

  1. African Rainbow Minerals Limited
  2. Anglo American plc
  3. BASF SE
  4. DOWA Holdings Co., Ltd
  5. Glencore
  6. Heraeus Group
  7. Impala Platinum Holdings Ltd
  8. Ivanhoe Mines
  9. Jinchuan Group International Resources Co. Ltd
  10. Johnson Matthey
  11. Norilsk Nickel
  12. Northam Platinum Holdings Limited
  13. Platinum Group Metals Ltd
  14. Sibanye-Stillwater Limited
  15. TANAKA PRECIOUS METAL GROUP Co., Ltd.
  16. Umicore
  17. Vale

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Growing Demand for Catalytic Converters from the Automotive Industry
    • 4.2.2 PEM Electrolyser Build-out in North America Accelerating Platinum Demand
    • 4.2.3 Increasing Demand for Platinum, Palladium, and Ruthenium from the Electronics Industry
    • 4.2.4 Palladium-for-Platinum Catalyst Substitution Creating Dual-Metal Upswing
    • 4.2.5 Growing Jewelry Consumption in Asia-Pacific Countries
  • 4.3 Market Restraints
    • 4.3.1 High Costs Involved in Production and Maintenance
    • 4.3.2 Price Volatility Deterring Long-Term Off-Take by Fuel-Cell OEMs
    • 4.3.3 Recycling Competition
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By Metal Type
    • 5.1.1 Platinum
    • 5.1.2 Palladium
    • 5.1.3 Rhodium
    • 5.1.4 Iridium
    • 5.1.5 Ruthenium
    • 5.1.6 Osmium
  • 5.2 By Application
    • 5.2.1 Auto Catalysts
    • 5.2.2 Electrical and Electronics
    • 5.2.3 Fuel Cells
    • 5.2.4 Glass, Ceramics and Pigments
    • 5.2.5 Jewellery
    • 5.2.6 Medical (Dental and Pharma)
    • 5.2.7 Chemical Industry
    • 5.2.8 Other (Aerospace, Sensors, Water, Forensics)
  • 5.3 By Source
    • 5.3.1 Primary (Mined)
    • 5.3.2 Recycled/Secondary
  • 5.4 By End-Use Industry
    • 5.4.1 Automotive
    • 5.4.2 Industrial Chemicals
    • 5.4.3 Renewable Energy and Hydrogen
    • 5.4.4 Electronics and Semiconductors
    • 5.4.5 Jewellery and Luxury Goods
    • 5.4.6 Healthcare Devices
    • 5.4.7 Glass Manufacturing
    • 5.4.8 Petroleum Refining
    • 5.4.9 Others
  • 5.5 By Geography
    • 5.5.1 Asia-Pacific
      • 5.5.1.1 China
      • 5.5.1.2 India
      • 5.5.1.3 Japan
      • 5.5.1.4 South Korea
      • 5.5.1.5 ASEAN
      • 5.5.1.6 Rest of Asia-Pacific
    • 5.5.2 North America
      • 5.5.2.1 United States
      • 5.5.2.2 Canada
      • 5.5.2.3 Mexico
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 France
      • 5.5.3.4 Italy
      • 5.5.3.5 Spain
      • 5.5.3.6 Rest of Europe
    • 5.5.4 South America
      • 5.5.4.1 Brazil
      • 5.5.4.2 Argentina
      • 5.5.4.3 Rest of South America
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 Saudi Arabia
      • 5.5.5.2 South Africa
      • 5.5.5.3 Rest of Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 African Rainbow Minerals Limited
    • 6.4.2 Anglo American plc
    • 6.4.3 BASF SE
    • 6.4.4 DOWA Holdings Co., Ltd
    • 6.4.5 Glencore
    • 6.4.6 Heraeus Group
    • 6.4.7 Impala Platinum Holdings Ltd
    • 6.4.8 Ivanhoe Mines
    • 6.4.9 Jinchuan Group International Resources Co. Ltd
    • 6.4.10 Johnson Matthey
    • 6.4.11 Norilsk Nickel
    • 6.4.12 Northam Platinum Holdings Limited
    • 6.4.13 Platinum Group Metals Ltd
    • 6.4.14 Sibanye-Stillwater Limited
    • 6.4.15 TANAKA PRECIOUS METAL GROUP Co., Ltd.
    • 6.4.16 Umicore
    • 6.4.17 Vale

7 Market Opportunities and Future Outlook

  • 7.1 White-Space and Unmet-Need Assessment
  • 7.2 Usage of Platinum in Green Technology