Consulting analysts in mining, metals and commodities
Political Analysis
Since many significant PGM interests are in politically unpredictable regions of the world, SFA (Oxford) can provide detailed intelligence on the political and socio-economic disruptions and risks within a specific region or country. Topics covered include economic scenarios, demographics and social aspects, indigenisation, black economic empowerment (BEE) legislation, investment climate, tax/royalty regimes and exchange rates.
First-hand and on-the-ground expertise enables us to research political and economic risks affecting PGM production. Our strong affiliations with experts from the University of Oxford and the London School of Economics provide specialist political and economic intelligence on PGM-producing regions for short- and long-term strategic planning.
Our political analyses have included:
- Derivation of politically adept and economically robust strategies to successfully exploit PGMs in South Africa, Zimbabwe and Russia;
- several assignments for an international platinum mining company with the brief to provide strategic planning concerning specific assets located in a politically dynamic region;
- political and socio-economic intelligence reports on South Africa, Zimbabwe and Russia, covering governmental attitude towards the mining sector and indigenisation, and the international agenda regarding foreign governments and Central Banks; and
- the potential effects of a change in government on PGM supplies and mining operations.