Black swan events and market impacts
Value chain consulting
Look beyond the horizon with an experienced team
Sometimes events happen that change the course of the battery metals and materials market – prices, supply, demand – be it a short-term perturbation or something that leads to a longer-term structural revision. SFA (Oxford)'s unique analytical depth enables us to provide our clients with a rolling view of the impact of such sudden events in terms that are useful and relevant to them.
Assessing market fallout in lithium, nickel and cobalt terms after unusual events
This includes risk management scenarios, covering a range of impacts, especially useful where the situation is still changing and the full extent of the disruption is unclear.
We continue to gather and process data throughout such events, to provide our clients with regular updates. Examples of some of the major events we cover in this way include:
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Covid-19 disruption to mine output and automotive sales.
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Deepening semiconductor chip shortage impact on automotive production and electric vehicle forecasts.
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Processing events and delays to refined output such as flooding at Norilsk mines reaching the market.
Our clients have been receiving regular updates on the progress to business-as-usual following these unforeseen events. Each update includes a revised estimate of the latest supply and/or demand situation, enabling our clients to make well-informed decisions for their business.
Become a regular SFA client
Contact one of our team for more details.
Henk de Hoop
Chief Executive Officer
Beresford Clarke
Managing Director: Technical & Research
Jamie Underwood
Principal Consultant
Kimberly Berman
Energy Transition Technology and Metals Specialist
Daniel Croft
Commodity Analyst
Thomas Chandler
Principal Lithium Supply Analyst
Lakshya Gupta
Senior Market Analyst: Battery Materials and Technologies
Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies
Adele Rouleau
ESG and Critical Minerals Lead
Dr Fahad Aljahdali
General Manager, KSA
Alexandre Toufic Zard
Analyst
David Mobbs
Head of Marketing
Joel Lacey
Sales and Marketing Specialist
Linxiao Zhu
Senior Energy Transition Consultant
Other consulting solutions
Explore other services our clients use regularly.
Due diligence studies and commercial advisory
Working with clients and third parties, SFA has a long track record of providing battery metals technical due diligence and financial modelling support.
Mergers, acquisitions, and corporate defence
Clients have used SFA to provide the analytical link with banks and financial institutions to support investment decision making and provide robust market support.
IPO market chapters and feasibility studies
SFA has supported numerous client listings by providing an independent view of the lithium, nickel and cobalt markets to help secure capital from potential investors.
Peer-group benchmarking and margin analysis
SFA's battery metals benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and those most at risk.
Strategy, planning and Board support
SFA is a trusted advisor to boardrooms and senior management to major stakeholders and provides regular assistance to battery metals strategy and planning.
Price forecasting and project incentive pricing
SFA provides accurate short- to long-term battery metal price forecasts to support your business plans and contract negotiations, backed by our extensive research.
Battery metals processing and commercial options
SFA has extensive experience assessing clients battery metal processing facilities and offtake options and supply chain offtake due diligence.
Investor Board packs and investor roadshows
SFA regularly supports clients on roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices.
Corporate ESG strategy and battery metals stewardship
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
Peer-group ESG battery metals benchmarking
SFA's benchmarking of battery metal producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
Battery life cycle analysis and ESG impact
SFA evaluates the long and complex life cycle analysis of battery metals and materials to improve the recycling opportunities available for market stakeholders.
Automotive powertrains and battery metals demand
SFA delivers detailed insights into market risks of automotive technologies for light-duty, heavy-duty, off-road and fuel cell vehicles to meet emission targets.
Energy storage to support renewable energy strategies
The pressure for renewable energy generation will require intermittent chemical energy storage solutions to support international climate change objectives.
EV charging and infrastructure deployment
With charging infrastructure lagging behind EV sales, SFA is on hand to help determine which localised markets will support battery electric vehicles.
EV recycling opportunities and value chain assessment
The rapid rise in electric vehicles means the recycling market needs to prepare for processing the growth in the supply of nickel, lithium and cobalt.
Joining the dots for other battery metals & materials
SFA evaluates the strategic opportunities of other strategic battery materials such as manganese, vanadium, copper, graphite, silica, and rare earth elements.
Battery technologies – opportunities and threats
SFA analyses the emergence of the new and competing cathode, anode and electrolyte technologies, market adoption and the fall-out this has on battery materials.
How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.