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16 16th
th May 2011
th May 2011 May 2011 16 th 16 www.platinum.matthey.com DISCLAIMER - - PDF document
th May 2011 May 2011 16 th 16 www.platinum.matthey.com DISCLAIMER Johnson Matthey PLC endeavours to ensure the accuracy of the information and materials contained within this presentation, but makes no warranty as to accuracy, completeness or
www.platinum.matthey.com
th May 2011
www.platinum.matthey.com
DISCLAIMER
Johnson Matthey PLC endeavours to ensure the accuracy of the information and materials contained within this presentation, but makes no warranty as to accuracy, completeness or suitability for any particular purpose. Johnson Matthey PLC accepts no liability whatsoever in respect of reliance placed by the user on information and materials contained in this presentation, which are utilised expressly at the user’s own risk. In particular, this presentation and the information and materials in this presentation are not, and should not be construed as, an offer to buy or sell or solicitation of an offer to buy or sell, any regulated precious metal related products or any other regulated products, securities or investments, or making any recommendation or providing any investment or other advice with respect to the purchase, sale or other disposition of, any regulated precious metal related products or any other regulated products, securities or investments including, without limitation, any advice to the effect that any precious metal related transaction is appropriate or suitable for any investment objective or financial situation of a prospective investor. A decision to invest in any regulated precious metal related products or any other regulated products, securities or investments should not be made in reliance on any of the information or materials in this presentation. Before making any investment decision, prospective investors should seek advice from their financial, legal, tax and accounting advisers, take into account their individual financial needs and circumstances and carefully consider the risks associated with such investment decision. This presentation does not, and should not be construed as acting to, sponsor, advocate, endorse or promote any regulated precious metal related products or any other regulated products, securities or investments.
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1 2 3 4 5 6 7
2009 2010 South Africa Russia North America Others
million oz
6.03 6.06
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1 2 3 4 5 6 7
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
South Africa Russia North America Others
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1 2 3 4 5 6 7 8 9 2009 2010
Autocatalyst Jewellery Industrial Investment
million oz 6.80 7.88
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0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5
2009 2010 Europe Japan North America China Rest of the World
million oz
2.19 3.13
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2009 2010 Diesel 38% Diesel 48% Gasoline 62% Gasoline 52%
Sources: Johnson Matthey / IHS Global Insight
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0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2009 2010
Chemical Electrical Glass Medical and Biomedical Petroleum Other
million oz 1.14 1.69
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0.0 0.5 1.0 1.5 2.0 2.5 3.0
2009 2010 Europe Japan North America China Rest of the World
million oz 2.81 2.42
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100 200 300 400 500 600 700
2009 2010 Europe Japan North America Rest of the World
'000 oz 660 650
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0.0 0.5 1.0 1.5 Cumulative Holdings (million ounces) $600 $900 $1,200 $1,500 $1,800 $2,100 $2,400 Price ($/oz) ETFS‐London ZKB JB ETFS‐US Price
2007 2008 2009 2010 2011
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0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0
2009 2010 Autocatalyst Electrical Jewellery
million oz 1.41 1.84
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$0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 $1,800 $2,000 $2,200 $2,400
JM Base Prices (US$ per ounce)
2008 2009 2010 2011
$1,750 $1,870 $2,000
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1 2 3 4 5 6 7 8
2009 2010
South Africa Russia North America Others
million oz 7.10 7.29
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1 2 3 4 5 6 7 8 9 10
2009 2010 Autocatalyst Jewellery Industrial Investment
million oz 7.85 9.63
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1 2 3 4 5 6
2009 2010 Europe Japan North America China Rest of the World
million oz 4.05 5.45
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Source: China Automotive Information Net
2006 2007 2008 2009 2010
'000 units
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0.0 0.5 1.0 1.5 2.0 2.5 3.0
2009 2010 Chemical Dental Electrical Other
million oz 2.40 2.47
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100 200 300 400 500 600 700 800 900
2009 2010 Europe Japan North America China Rest of the World
'000 oz 775 620
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0.0 0.2 0.4 0.6 0.8 1.0 1.2
Europe North America
2009 2010
million oz 0.63 1.09
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0.0 0.5 1.0 1.5 2.0 2.5 Cumulative Holdings (million oz) $150 $210 $270 $330 $390 $450 $510 $570 $630 $690 $750 $810 $870 Price ($/oz) ETFS‐London ZKB JB ETFS‐US Price
2007 2008 2009 2010 2011
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0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0
2009 2010
Autocatalyst Electrical Jewellery million oz 1.41 1.85
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$715 $825 $975
$0 $100 $200 $300 $400 $500 $600 $700 $800 $900 $1,000 JM Base Prices (US$ per ounce) 2008 2009 2011 2010
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100 200 300 400 500 600 700 800
2009 2010 South Africa Russia North America Others
'000 oz 770 751
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100 200 300 400 500 600 700 800 900 1,000
2009 2010 Autocatalyst Chemical Glass Other
'000 oz 716 873
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50 100 150 200 250
2009 2010
'000 oz 187 236
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th May 2011