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'A huge opportunity for demand growth' - AP Ventures' Hinkly on hydrogen and platinum group metals

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By Michael McCrae and Matt Watson
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'A huge opportunity for demand growth' - AP Ventures' Hinkly on hydrogen and platinum group metals teaser image

(Kitco News) - As hydrogen adoption grows due to energy transition, platinum group metals usage will grow, said Andrew Hinkly, founding managing partner of AP Ventures.

This week Hinkly recorded an episode of Green Rush with Matt Watson, founder of Precious Metals Commodity Management.    

Hinkly is investing in the hydrogen economy. He discussed his investment strategy and portfolio companies in the clean energy transition. AP Ventures has three funds totaling over $600 million. The portfolio contains 29 companies divided into four categories: energy, shipping, steel, and chemicals/aviation.

As the hydrogen economy grows, Hinkly said demand could spike for platinum group metals, which will be needed as catalysts.

"Liquid organic hydrogen carriers are big users of platinum and palladium," said Hinkly. "In my mind that is a huge opportunity for demand growth within the hydrogen industry."

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Green Rush is brought to you by Revival Gold. Revival Gold is one of the largest, pure gold, mine developers in the United States. The Company is advancing engineering and economic studies on the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho.

Revival Gold is listed on the TSX Venture Exchange under the ticker symbol "RVG" and trades on the OTCQX Market under the ticker symbol "RVLGF". The Company is headquartered in Toronto, Canada, with its exploration and development office located in Salmon, Idaho.

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Michael McCrae

Michael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was co-founder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @michaelmccrae.

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Matt Watson

Matt Watson, Founder and President, Precious Metals Commodity Management LLC

Matt is an Operations executive with over 30 years of international and domestic experience, including various engineering, statistical consulting, and supply chain commodity management positions.

Matt spent the first 15 years of his career teaching and consulting in statistical methods in a wide range of industries. Matt then transitioned to the Hard Disk Drive sector for 17-years, most of that time with Seagate Technology. It was here that Matt managed $540M in platinum and ruthenium positions.

Recently, Matt led Tanaka’s North American R&D and Marketing efforts for Tanaka America Inc. Matt helped lead the deeper penetration of the HDD market PVD targets, micro machined medical components and medial PGM wire product markets, and semiconductor/OLED wet chemistry markets.

Matt is now consulting once again, this time with Precious Metals Commodity Management LLC. This new consulting entity supports clients with precious metals market research, risk management, trading/hedging, and design and process thrifting. Matt is working clients in the hard disk drive sector, mining, connector, PVD target fabrication sectors, and precious metals analysts. Matt has developed extensive three way auto catalyst demand models and forecasts, and is a student of the apparent structural deficits in palladium, rhodium, ruthenium, and iridium.

Tags:

Andrew HinklyGreen RushPodcastshydrogen economyAP VenturesPrecious Metals Commodity Managementclean energy transitionplatinum group metalsMatt Watson

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.