Valterra Platinum Limited, the world's largest PGM producer, is at a critical juncture in 2025 despite operational setbacks in Q2 and H1 due to flooding and incidents at its mines. While facing production declines, the company's strong price performance and cost discipline showcase resilience. Valterra's focus on green energy technologies, including partnerships in hydrogen fuel cell vehicles and participation in hydrogen R&D initiatives, aligns with industry trends. With a robust financial position post-demerger, advanced recycling programs, and a broadened investor base, Valterra is well-positioned to capitalize on the energy transition. While risks such as infrastructure challenges exist, Valterra's strategic vision, diversification, and mitigation strategies make it an attractive long-term investment. Investors with a 3–5 year horizon are recommended to consider Valterra Platinum as a potential player in the evolving PGM sector and green energy landscape.