Consulting analysts in tomorrow’s commodities and technologies

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 raw materials and precious metals for industrial, automotive, and smart city technologies, as well as on jewellery and investment trends.

In response to the global COVID-19 outbreak, SFA (Oxford) has completed detailed scenarios examining the impact of the coronavirus on the platinum, palladium, rhodium, ruthenium and iridium markets. Please contact us if this analysis could be of assistance to your business in light of the current crisis.

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Platinum-group metals reports

Battery raw materials reports

Precious metals 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.

For the first time as a new regular feature, the report includes SFA’s first projections and narrative on fuel cell demand in its supply-demand balances (covering autos, electrolysers and other industry uses).

In addition, regular detailed ESG analytics is introduced, comprising the entire PGM food chain from suppliers to users, at the start of a long journey and strategic imperative for the PGM sector.

Also incorporated into this special edition is an insightful one-off chapter, Changes to the political system and Putin's future, by eminent guest author and SFA Associate, Professor Paul Chaisty of St. Antony's College, University of Oxford.

This report provides SFA's clientele with well-reasoned, pre- and post-COVID-19 value-adding market intelligence, along with an array of carefully considered scenarios impacting on the upstream and downstream chain-linkages of the PGM industry.

This report distils 21 reasons for PGM players and investors to adopt a new perspective on PGMs, including:

  • Structural changes to our market view with price risk extrapolation.
  • How COVID-19 affects inter-metal substitution.
  • The impact of pre- and post-COVID-19 automotive trends plus emissions legislation.
  • Decarbonising industry and transport; fuel cells and electrolysers as a new end-use.
  • Movement of platinum bars as investment stock.
  • Recycling and primary supply scrutiny.
  • Reserve depletion rates and mine economics, including cost-curve analytics.
  • Impact of COVID-19 on PGM projects.
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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.

 

Long-term risks to platinum group metals identified

2040 PGM Market Outlook Report

The 2040 PGM Market Outlook Report, which has just been completely updated, is a long-term sensitivity analysis that examines, on a deep-dive basis, the changing nature of the platinum, palladium and rhodium markets 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, as well as the rise of fuel cells and their impacts on platinum demand. It also analyses the fall out from metal substitution, recycling from new frontiers, and the changing nature of global supply as mature mines close and new projects (with alternative metal ratios) come to market.

The report can answer questions such as, how long can we expect record palladium and rhodium prices to last? What might ease the pressure on these markets?