The platinum market has experienced a surge driven by Chinese investment demand and innovative products. However, South Africa's supply constraints pose challenges. The long-term outlook for platinum is bright, especially in green technologies like the hydrogen economy. Investors are advised to balance short-term gains with long-term structural demand from green tech. Companies like Valterra are exploring renewable energy solutions, while the industry looks towards hydrogen partnerships. Balancing speculation and fundamentals is crucial for investors, especially by diversifying investments and focusing on companies with cost advantages. Monitoring South Africa's supply-side developments will be key to stabilizing prices and overcoming the structural deficit in the platinum market.