Consulting analysts in tomorrow’s commodities and technologies

Consulting analysts joining-the-dots in tomorrow’s commodities

SFA (Oxford) is a world-renowned authority on platinum-group metals and provides in-depth market intelligence on battery raw materials and hydrogen for industrial, automotive, energy, and smart city technologies, as well as on jewellery and investment trends.

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Platinum-group metals reports

Battery raw materials reports

Hydrogen market reports

Long-Term PGM Market Outlook report

SFA (Oxford) unveils its latest in-depth Long-Term PGM Market Outlook report. This special edition is packed with all-inclusive analysis of the platinum, palladium and rhodium markets out to 2030. This report distils 21 reasons for PGM players and investors to adopt a new perspective on PGMs.

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Working 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
  • Credible independent reporting for listings and capital raisings
  • Deep-dive projects for strategic decision making
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A deep understanding of future transport emissions

Clean air 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, energy policies and new technologies on key metals. Our research delves deep into automotive battery and fuel cell technology developments to derive the impact on platinum group metals and battery raw materials such as nickel, cobalt and lithium.

 

Short-term risks identified

Q2 Battery Raw Materials Quarterly

In the latest issue of our Battery Raw Materials Quarterly report, the SFA (Oxford) team presents a full understanding of the impact of COVID-19 on nickel, cobalt and lithium product demand, now and in the future. How have mines and supply chains been affected? Are prevailing prices forcing cutbacks to output? What happened to the battery supply chain during lockdown and how will this influence the production of EVs going forward? Will Tesla’s Model 3 LFP batteries lead to a change in metal use and cut nickel and cobalt demand? All these questions are covered.

Full updates on mine and project developments are provided, including incentive pricing, while material stocks, conversion plants, evolving battery factory plans, EV end-use and realistic product price forecasts for nickel, cobalt, lithium hydroxide and lithium carbonate are included.