Company | 2019 | 2020 | Reduction | Official Updates |
Norilsk Nickel | 3.08Moz | 222Koz | Q1 – down 222Koz | |
Anglo American Platinum (Amplats) | 1.39Moz | 285Koz | Apr20 guidance given 1.1-1.2Moz | |
Sibanye-Stillwater | 949Koz | ~79Koz | Est based on 50% during shutdown | |
Impala Platinum (Implats) | 849Koz + 224Koz (NAP) | ~107Koz | 30-40% reduction May & June | |
Vale | 250Koz | 25Koz | ~10% reduction in Q1 report | |
Northam | 150Koz | ~15Koz | Estimate based on 10% reduction | |
ARM (African Rainbow Minerals) | 110Koz | ~9Koz | Estimate based on shutdown | |
Total Production | 7.0Moz | ~6.3Moz | -742Koz | |
Recycling and Other Sources | 3.41Moz | ~3.0Moz | -370Koz | Estimate 10-15% reduction |
10.4Moz | ~9.3Moz | ~ -1.1Moz | Over 1Moz reduction as of 1.5.20 | |
Total Demand | 11.5Moz | 10.9Moz | ||
Structural Deficit | 1.1Moz | ~1.6Moz | TBC – demand forecasts need updating |