Supply Chain Vulnerabilities of Platinum Group Metals in the Energy Transition: An Analysis of Strategic Mineral Dependencies in Advanced Electromechanical Systems
Abstract The proliferation of advanced technologies—spanning electric vehicles (EVs), wind power generators, and broader green infrastructure—is inextricably linked to the secure supply of strategic minerals. While Platinum Group Metals (PGMs), including platinum and palladium, are historically foundational to automotive catalytic converters, their role in the broader energy transition ecosystem is increasingly defined by macroeconomic volatility and geopolitical supply chain fragility. Based strictly on the provided industry reports, this commentary analyzes the current market dynamics, processing bottlenecks, and geopolitical pressures affecting PGMs. Furthermore, it addresses the literature’s explicit and implicit boundaries regarding the integration of these metals into advanced electronic systems (e.g., quantum computers, PCBs, microchips) and specific green appliances. I. INTRODUCTION The global energy transition relies on a complex industrial ecosystem ...