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Platinum's Paradox: Scarcity in an Age of Excess

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Capitality Research
Capitality Research

Originally sent to subscribers on 2/16/2026. Full article will be public on 2/23/2026.

Despite record prices, platinum miners are refusing to invest in new supply, scarred by past losses and rising costs. This capital discipline, clashing with surging hydrogen economy demand, signals a structural scarcity and a compelling opportunity for investors.

This article is currently subscriber-only. It will be available publicly on 2/23/2026.

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Platinum's Paradox: Scarcity in an Age of Excess | Capitality