Trusted advisors for fabricators
SFA (Oxford) works with some of the world's largest and most reputable fabricators and manufacturers in the PGM and battery raw materials industries, which also support the hydrogen market with strategic metals for its technologies. SFA has helped clients with market knowledge and price forecasting, insight into security of supply against new automotive technologies and product cycles, an evaluation of metal suitability for a major automotive catalyst fabricator, a review of the fuel cell and electrolyser industry, and electric vehicle studies which also provided an overview of the lithium market.
In collaboration with a major platinum jewellery organisation, SFA produced an in-depth study of the world’s PGM jewellery pipeline, and has also provided analysis and forecasts of the global autocatalyst and jewellery markets, including elasticity to metal prices.
Heraeus Precious Appraisal
Weekly precious metals report — co-produced with a leading provider of precious metals services and products
Since 2018, SFA (Oxford) has co-produced a precious metals report with Heraeus, a leading provider of precious metals services and products. Distributed weekly, this report provides regular insight into important trends in the precious metals markets. It covers gold and silver, as well as platinum, palladium, rhodium, iridium, and ruthenium.
PGM market study on the size and dynamics of the Indian PGM market
Analysing capacities, industrial sectors, material flows, and end-uses
SFA (Oxford)’s Indian PGM market study included market intelligence on PGM demand split by sectors, local and imported sources of supply for end users, identification of major players and their services as well as PGM recycling developments and opportunities in India.
Precious metal demand trends in Southeast Asia
Analysing capacities, industrial sectors, material flows, and end-uses
An investigation was made into current and future trends and influences acting on industrial PGMs and their investment vehicles in the Philippines, Malaysia, Thailand, Cambodia, Brunei, Indonesia, Singapore, Myanmar and Australia.
Industrial sectors covered included glass, petroleum, electronics, chemical and medical. The investment sector took account of exchange-traded funds. A 'black book' of customers and suppliers was created, and PGM volumes required for each industry and customers were derived.
China PGM market study
Analysing capacities, industrial sectors, material flows, and end-uses
Over the years SFA (Oxford) has greatly expanded its analysis of the Chinese PGM marketplace. This study provides a detailed understanding of the precious metals trading environment, regulations, automotive catalyst manufacturing segment and its players, market size and global context, as well as recycling market volumes and forecasts.
A comparative analysis of the impact of future powertrains on PGMs, cobalt and lithium, with ‘bull’ and ‘bear’ cases for electric vehicle uptake
Influence of future powertrains on critical metals
SFA (Oxford) was commissioned by a major fabricator to undertake a full assessment of the metal powertrains mix for cobalt and lithium in electric vehicles and platinum group metals in internal combustion engine vehicles. The team considered different market scenarios and potential impacts on long-term metal prices based upon detailed supply and demand detailed supply-demand modelling.
USA PGM market study
Analysing capacities, industrial sectors, material flows, and end-uses to identify new client opportunities
SFA (Oxford) provided key PGM market data and useable information including procurement volumes and methods by sector and segment, new appliances of PGMs, forecast consumption volumes, PGM recycling loops, as well as a summary of the key players in recycling.
Strategic list of target customers
Ranking targets in the chemical sector for a client
Using our in-depth knowledge and understanding of PGM demand and metal flows to the chemical sector (silicones, nitric acid, paraxylene and PDH), SFA (Oxford) created a target list of potential customers for a client.
Precious metals chemicals industry
Evaluating players, metal use, and business opportunities for a client
SFA (Oxford) undertook a detailed strategic intelligence report on the precious metals chemicals markets, including PGM demand volumes and market value by segment and region, as well as the competitive landscape.
Ruthenium value chain
The European and US ruthenium catalyst markets: Supply, sale and application
SFA (Oxford) analysed the European and US ruthenium catalyst markets (including recycling), considering their fundamentals, trade flows, and major players/buyers, and supplying actual pricing information for ruthenium to better frame the market’s commercial/trading environment through, for example, spot pricing and contracts.
The changing nature of the cobalt market and metal prices from the likely effect of automotive and battery technological advances
Cobalt market study out to 2040
A major cathode fabricator commissioned SFA to assess the long-term viability of the cobalt market in response to changing battery technology chemistries and performance factors for batteries in electric vehicles and to understand to 2040 the likely supply, demand and pricing profiles.
Global reconciliation of PGM flows through the open and closed-loop industries for a major fabricator
Full precious metals loop analysis, covering the value chain for platinum, palladium and rhodium, quantifying open- and closed-loop demand, system losses and recycling volumes
SFA (Oxford) provided a yearly snapshot of the PGM industry, detailing PGM volumes defined by the stream, including mining, consumption, precious metals in the loop (recycling volumes) and stocks. A high-level overview of the recycling sector covered key players and industrial segments, and the linkages and metal flow between each.
A detailed assessment of mining and secondary concentrates, chemical, and petrochemical, jewellery, dental, medicine, glass, electronic, production scrap and magnetic data storage sectors were covered. The SFA team provided installed industrial capacities of PGM, top-up requirements, major players and replacement cycles to complete a concise picture of the PGM markets.
Competitor purchasing intelligence
PGM use in automotive market and best-fit scenarios for a client
SFA (Oxford) helped the client better understand PGM use in the automotive market, then identified potential purchasing strategy developments to leverage the clients buying powers, reduce risk and guarantee supply.
Trends in PGM jewellery and consumer demand — commissioned by a major PGM fabricator
Long-term supply outlook for the retail PGM sector
SFA (Oxford) undertook a detailed commentary and analysis on demand for platinum and palladium for the manufacture of jewellery, as well as an analysis of large and small bars and noble coins.
Global drivers for fuel cell adoption — commissioned by a fuel cell component manufacturer
Fuel cell market assessment
Fuel cell market study with a specific focus on drivers of adoption and applications, and opportunities in private and public transport.
Competition for PGM supply — commissioned by an electrolyser and fuel cell production company
Strategic metals assessment
SFA (Oxford) was commissioned to examine the future demand requirements for platinum and iridium, and the availability of supply to support the growing hydrogen economy.
Helping to find end-user targets on behalf of a lithium supply chain participant
Identifying new strategic partners
Working with a lithium supply chain participant, SFA helped management to pinpoint new OEM customers for future commercial success.
Solutions for fabricators
SFA offers a broad spectrum of services for fabricators in PGMs and battery metals and materials, applying our strategic focus and bespoke approach to meet your needs.
Working with clients and third parties, SFA has a long track record of providing technical due diligence and financial modelling support to help secure funding.
Clients have used SFA to provide the analytical link with banks and financial institutions to support PGM investment decision-making and provide market support.
With extensive experience covering the PGM markets and industry fundamentals, SFA can provide you with our latest market outlook and the window of scenarios.
SFA is a trusted advisor to Board members and senior management of significant stakeholders and provides regular assistance to strategy and planning efforts.
SFA can provide accurate short-, medium- and long-term PGM price forecasts to support your business plans and contract negotiations.
SFA provides regular data flows of mine supply and metallurgical pipelines, basket prices, mine economics, and PGM demand to assist strategic decision-making.
Clients approach SFA to run their own supply and macro modelling demand inputs to see the impact this has on the medium- to long-term PGM market balances.
SFA supports its clients on global roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth officers.
The SFA team is constantly providing rich insights for its clients on structural events moving the PGM markets, particularly when the situation continues to change.
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
SFA's benchmarking of PGM producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
SFA's analysis of environmental footprints from recycled material in terms of greenhouse gases, waste generation and processing is helping secure new investments.
SFA has significant experience mapping regional and localised end-use markets for PGMs to assist clients in discovering new trading opportunities and client targets by volume and sector.
For many years, SFA's extensive expertise in analysing the changing dynamics of global economies, financial markets and precious metals has enabled us to deliver bespoke research to enhance your next strategy.
SFA is constantly monitoring the evolution of emerging technologies and threats to new metal substitution. Let us cut through the noise, and highlight the short to long-term price risk impacts for your business.
Working with clients and third parties, SFA has a long track record of providing battery metals technical due diligence and financial modelling support.
SFA is a trusted advisor to boardrooms and senior management to major stakeholders and provides regular assistance to battery metals strategy and planning.
SFA delivers detailed insights into market risks of automotive technologies for light-duty, heavy-duty, off-road and fuel cell vehicles to meet emission targets.
SFA evaluates the strategic opportunities of other strategic battery materials such as manganese, vanadium, copper, graphite, silica, and rare earth elements.
SFA analyses the emergence of the new and competing cathode, anode and electrolyte technologies, market adoption and the fall-out this has on battery materials.
The SFA team is constantly providing rich insights for its clients on structural events moving the battery metals markets and battery technology substitution.
SFA regularly supports clients on roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices.
SFA provides accurate short- to long-term battery metal price forecasts to support your business plans and contract negotiations, backed by our extensive research.
Clients have used SFA to provide the analytical link with banks and financial institutions to support investment decision making and provide robust market support.
SFA works with value chain players to navigate green hydrogen opportunities, energy solutions, market risks and emerging zero-carbon technologies.
SFA identifies investment and commercial opportunities for players across the hydrogen value chain, and where green hydrogen can be best utilised for investment.
SFA evaluates electrolyser and competing technology economics, growth opportunities and market risks for PGM based-technologies and thrifting.
SFA provides long-term precious metal supply security outlooks for platinum, iridium and ruthenium using detailed modelling of mine supply and recycling.
With SFA’s Hydrogen Mobility Watch, we can help you track the development of hydrogen fuel cell initiatives and infrastructure development projects underway.
SFA is closely following the green hydrogen water electrolyser and mobility players and projects underway across the industry, and national strategy developments.
SFA is developing its capabilities to benchmark individual green hydrogen projects to assess the long-term viability of industrial players becoming more competitive.
SFA assesses the main international legal frameworks for green hydrogen development, penalties and incentives, implications and end-use sector opportunities.
SFA is a trusted advisor to the Boards and senior management of major stakeholders and provides regular assistance to hydrogen strategy and planning efforts.
North America has an ambitious hydrogen roadmap, leveraging decades of scientific and engineering developments, particularly in California.
Europe is home to some of the most innovative technologies, ambitious decarbonisation targets and national strategies, and strongest value chain networks.
Market outlook reports for fabricators
Released every three months, this price risk-focused report details-impacting factors for platinum, palladium and rhodium markets for the next three years.
This ground-breaking forward-looking report analyses the influences and trends on the PGM markets between 2022 and 2040.
SFA's new ground-breaking forward-looking report analyses the influences, market risks and trends on the PGM markets out to 2050.
Stay up-to-date with a quarterly 5-year forecast on ruthenium's technological developments and underlying evolution of supply, demand and end-use applications.
A comprehensive quarterly report on iridium market fundamentals and integration of future technologies for new and existing end-users.
A proprietary report unlocking the current and future demands for precious metals (Pt, Ir, and Ru) used in electrolysers and fuel cells for the hydrogen economy.
In collaboration with Heraeus, this weekly report makes sure all the key precious metal and macroeconomic developments are fully analysed by the SFA team.
Unrivalled insights and definitive answers to PGM purchasing dynamics, metal flows, trading and pricing factors affecting platinum, palladium and rhodium.
A comprehensive study of recycled autocatalysts from scrapyards, collection, decanners, smelting and refining players, technology developments and economics.
An assessment of PGM purchasing, trade flows and end-use consumption as well as mapping key industry players for strategic investment.
Bottom-up evaluation of the precious metals trading environment, regulatory framework, end-use markets, recycling volumes and key players.
A critical impact study of PGM consumption by country of major-end uses, and future metal requirements by company.
Detailed market intelligence on PGM demand and supply, major players and the recycling market to assist strategic planning.
Processing analytics, capacity utilisation rates, logistical flows and plant feeds for the PGM smelters, and refineries of North America, Europe and Russia.
Our quarterly price risk-focused report details factors impacting the lithium, nickel and cobalt markets for the next five years and future battery technology trends.
The SFA team completes a deep dive into the short- to long-term opportunities enabling the success of electric vehicle production across supported regions.
Released four times a year, SFA's lithium price risk report details short- to medium-term factors impacting the lithium carbonate and lithium hydroxide markets.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the lithium market and battery technologies out to 2040.
Released each quarter, SFA's nickel price risk-focused report details the factors impacting nickel sulphate demand, MHP and refined nickel for the next five years.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the nickel market and battery technologies out to 2040.
Released each quarter, SFA's cobalt price risk-focused report details cobalt supply and demand impacting factors for the next five years.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the cobalt market and battery technologies out to 2040.