AP Ventures was invited to present at this years’ LMBA / LPPM conference in Lisbon, attended by over 750 delegates. The Fund was represented by Charlie Clark, Investments and Portfolio Manager, who spoke on a panel regarding the Future of PGMs. He was joined by representatives from Heraeus and Tanaka, with the session chaired by David Jolie from Anglo American. Charlie spoke on the role that PGMs play in decarbonisation and a sustainable future, with a particular emphasis on the hydrogen value chain. It was great to see strong audience participation, with particular interest on the scale of demand creation for PGMs, and where the Fund saw the largest opportunity areas for individual PGM demand residing. It was also discussed how existing PGM demand markets (e.g. catalytic converters) could be prolonged through efuels, which require green hydrogen and CO2 as inputs for production
