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

 

Platinum-group metals reports

Battery materials & technology reports

Precious metals reports

Powertrain Metals Quarterly

Bringing together SFA (Oxford)’s expertise in the lithium and cobalt markets, this quarterly price risk report is designed to aid investors and industry stakeholders to monitor and contextualise market impacting events. The rapidly evolving nature of government policy, electric vehicle (EV) roll-out plans, the battery industry value chain, and lithium and cobalt market players, requires detailed analysis and interpretation to provide the reader with information on the most up-to-date risks to metal markets and pricing.

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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
  • Tomorrow’s cities and mobility solutions
  • Autonomous vehicles landscape
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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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