Consulting analysts in tomorrow’s commodities and technologies
SFA (Oxford) is a world-renowned authority on platinum-group metals and provides in-depth market intelligence on battery materials and precious metals for industrial, automotive, and smart city technologies, as well as on jewellery and investment trends.
Powertrain Metals Quarterly
Speedy accurate information is crucial to successful investing. The rapid rate of change in battery technology, and its associated supply chain and metals used, has particularly driven the need for regular independent market intelligence that keeps track of critical developments.
Our new Powertrain Metals Quarterly report builds on our PGM work and market view, and is part of our equilateral thinking on the various powertrains of the future and their impact on PGMs as well as cobalt and lithium.
This report will augment your understanding of the factors affecting these metals with key quarterly trends and impacts on automotive powertrains, the battery supply chain, charging infrastructure, as well as relevant quarterly developments in the hydrogen/fuel cell economy – helping you to be aware of the risks to electric vehicle (EVs) uptake and battery evolution when developing your commodity and equity investment strategies.
Find out moreWorking across the whole industry value chain
SFA (Oxford)’s in-depth market research and integrity are underpinned by extensive consulting from mine to market to recycler. Unrivalled understanding of industry dynamics allows us to foster relationships with the most significant players across the globe, working alongside each one in partnership and with absolute confidentiality.
Miners
Processors
Fabricators
Recyclers
Investors
OEMs
Identifying windows of economic opportunity
Consulting
At the core of SFA (Oxford)’s business is bespoke upstream and downstream consulting. We provide detailed, tailored assessments of strategic investment opportunities using our extensive industry expertise. With dedicated analysts and engineers, along with our industry associates, we are able to diversify our research beyond the scope of most commodity consultancies, acting as a 'think tank' for many clients through which SFA (Oxford) has become the analytical link in clean mobility, technology and the critical commodities value chain.
- Mine valuations and competitor benchmarking
- Commercial offtake and sales due diligence
- Purchasing dynamics and pipeline mapping
- Metal price forecasting and market intelligence
- Tomorrow’s cities and mobility solutions
- Autonomous vehicles landscape
A deep understanding of future transport emissions
Powertrain technologies
As part of our long history of PGM research, we have been analysing and following the evolution of emissions legislation and compliance for over a decade, and this has enabled us to develop a thorough understanding of emission-cutting and fuel-efficiency technologies. SFA (Oxford) is a trusted advisor across the automotive value chain, working for car manufacturers, OEMs and raw material suppliers, and investors.
SFA (Oxford) regularly provides analysis of the impact of global emissions standards on key metals, as well as gasoline and diesel vehicle trends. Our research covers automotive developments in electric vehicles (battery, hybrid and fuel cell), analysing future powertrain scenarios and their impact on PGMs and other commodities such as cobalt and lithium.
2040 PGM market Outlook Report
The 2040 PGM Market Outlook Report is a long-term sensitivity analysis that examines, on a deep-dive basis, the changing nature of the PGM market and metal prices from the likely effects of automotive technological advances. Specifically, the report highlights the potential fallout from electric car inflection point scenarios in the 2020s on palladium and rhodium demand and prices. It also analyses metal substitution, recycling and the changing nature of global supply.
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