PGMS set to surge over next 3 years

Mineweb.com reports that due to limited supply and rising demand, PGM metals are set to rise sharply in the coming years.
The editorial is quoted as saying:

The big question then is where is this going to come from – even at no growth there is 15% short in terms of metal.  If you then look at the South African supply base – and you particularly look at the significant brewing problem of South African power shortages – I don’t understand where we are going to be looking to find these expansions in ounces – yes there is some scope in Zimbabwe , and there is a little bit of scope in North America with North American Palladium expanding

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