This audio is brought to you by Endress and Hauser, a global leader in process and laboratory measurement technology, offering a broad portfolio of instruments, solutions and services for industrial process measurement and automation. Bullish hydrogen sentiment re-surfaced at the PGMs Industry Day on Thursday, March 19. "I'm actually pretty bullish on hydrogen," said Sibanye-Stillwater CEO Dr Richard Stewart at the event covered by Mining Weekly. "I think hydrogen's got the inside track," said Implats CEO Nico Muller. This followed PGMs Industry Day chairperson Bernard Swanepoel putting this question to Minerals Council South Africa president Paul Dunne, who is also the CEO of Northam Platinum, which recently visited China where the company experienced fast-growing use of hydrogen to power trucks. Swanepoel: Your road to Damascus, you went to China, you came back believing in hydrogen. Dunne: Our belief in hydrogen comes about from a number of revelations that we've seen on our travels in China. I do think it's important to travel to see what's happening in important nodes of activity in China. Northern China, in particular, is very relevant here. You can't mine coal in China just for thermal purposes these days. It must be beneficiated or improved, and, a la Sasol, splitting the hydrocarbon is taking place. When you do that, you release grey hydrogen as a by-product for free, effectively, and certainly that's happening. We visited one very large coking coal company, I think possibly the largest coking coal company in the world, or of that order. They have 20 000 trucks already powered by grey hydrogen, with an ambition in the one single company to move to over 200 000 trucks. In this case, they're using a Toyota fuel cell, which has 100 g of platinum per cell, and it's completely commercialised and industrialised. In some ways, it's happened below the radar. It's not been entirely visible to us. One of our colleagues, Hurbey Geldenhuys, had the temerity on a subsequent visit to Shanghai to meet the head of the SOE, a PhD, Chinese lady, and Hurbey remarked that we'd been hearing about green hydrogen now for many decades and, frankly, we don't believe you. It was very bad of him to say that in a Chinese setting, but he meant it well. The lady professor then stood up and lectured him in Chinese for half an hour through the translator, who was a young student and the message was very, very clear. It's in [China's] Five-Year Plan. It's supported by local government, it's supported by provincial government, it's supported by national government, it will happen. So, we have the view that electrolysers and green hydrogen will proceed from here, and on the other side of the hydrogen equation, it's already happening through grey hydrogen. FIVE-YEAR PLAN Stewart remarked that what had reinforced his belief in hydrogen was the Chinese Five-Year Plan. "Green energy's in there, and green hydrogen is specifically mentioned and there's a strategy that can give real legs to it. We've seen China do it with solar panels. They've done it in EVs. They're going to do it in hydrogen. That, to me, is a real indication that this is now seriously going to get legs," said Stewart. Much mention was also made of the new multi-year research and development partnership that Valterra Platinum and Sibanye-Stillwater have concluded with Johnson Matthey and to accelerate the next generation of PGM-enabled technologies. "To secure the future of PGM demand, we must actively create it – through partnership, shared investment, and a wide portfolio approach that continually brings new applications into the pipeline," Valterra Platinum, headed by CEO Craig Miller – who also addressed the PGMs Industry Day event – outlined in a recent LinkedIn post. "By combining Johnson Matthey's industrial technology leadership with a growing base of aligned partner capital, we can fast-track impactful new PGM applications and help shape the demand of tomorrow," the Valterra not...