Rethink Energy 135: Platinum industry to see H2 induced shortage; Q1 solar manufacturing up 50-100%; US Republicans continue solar sabotage
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The global platinum industry is going to see demand shift away from automotive use in catalytic converters towards usage in PEM electrolyzer markets, creating shortages arising from supply issues in South Africa. Q1 solar manufacturing has increased between 50-100% year-on-year depending on how you look at it. Meanwhile the US' Republican party continues its attempt to sabotage its own domestic solar industry and water down the Inflation Reduction Act's incentives.
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