Why Platinum May Catch Up to Gold in 2026—And How to Get Exposure

Impact · against what's priced in

The outlook for PPLT is bullish based on a combination of structural supply deficits and the transition of hydrogen projects from planning to commercial operation in 2026. These physical demand drivers, coupled with a historical valuation gap relative to gold, provide a catalyst for a catch-up trade.

PPLT+0.70: No priced-in read yet
In context: The transition of hydrogen projects to commercial operation in 2026 and a structural deficit of up to 966,000 ounces in 2025 create tangible upward pressure on platinum spot prices.
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Why Platinum May Catch Up to Gold in 2026—And How to Get Exposure

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Why Platinum May Catch Up to Gold in 2026—And How to Get Exposure

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