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Miners

Selected experience

Trusted advisors on operations and investment due diligence

SFA (Oxford) has assisted all of the major South African mining producers on a variety of consultancy assignments, including the due diligence of operations, assessment of strategic opportunities and synergy evaluation, human resources cost and efficiency analysis and optimal workforce management, financial modelling of operating divisions and projects, and augmentation of business plans. SFA has conducted comprehensive, long-term reviews of the platinum group metals and battery raw materials industries, and assessed market conditions and commercial outlooks for mining and exploration companies.

SFA has delivered detailed valuations and investment analysis on a number of junior mining projects as well as the augmentation of several producers’ investment cases, and assisted in pre-feasibility and feasibility studies for juniors. Many of these projects have led to either an asset sale or successful acquisition of the project concerned. SFA has also produced comprehensive competitor analysis of the junior sector, including the benchmarking of selected projects against the peer group and mapping of commercial project options.

Case studies

Solutions for miners

SFA offers a broad spectrum of services for miners in PGMs and battery metals and materials, applying our strategic focus and bespoke approach to meet your needs.

Market outlook reports for miners

The PGM Quarterly Market Report and Price Outlook

Released every three months, this price risk-focused report details-impacting factors for platinum, palladium and rhodium markets for the next three years.

The 2032 PGM Market Report and Price Outlook

Released Bi-annually, our highly-detailed 10-year view provides current, and long-term trends and influences acting on the global PGM markets.

The 2040 PGM Market Report and Price Outlook

Released annually, this ground-breaking forward-looking report analyses the influences and trends on the PGM markets between 2030 and 2040.

The 2050 PGM Market Report and Price Outlook

SFA's new ground-breaking forward-looking report analyses the influences, market risks and trends on the PGM markets out to 2050.

The Ruthenium Market Report and Price Outlook

Stay up-to-date with quarterly 5-year view forecast on ruthenium's technological developments and underlying evolution of supply, demand and end-use applications.

The Iridium Market Report and Price Outlook

A comprehensive quarterly report on iridium market fundamentals and integration of future technologies for new and existing end-users.

Green Hydrogen Metals Market and Price Outlook

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.

Global PGM Project Monitor Outlook

DCF scenario modelling analysing the attractiveness of global PGM projects based on incentivised PGM pricing which can motivate new supply.

Long-term PGM Supply Appraisal Outlook

An evaluation on future platinum, palladium and rhodium supply risk from mines and projects around the world, and the economic cost of production.

Global PGM Mine Depletion Assessment

Analytics on the PGM primary production landscape, assessing estimated depletion rates of mines and projects, forecasting ounce loss.

Battery Metals Quarterly Report and Price Outlook

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.

Joining the dots between Lithium, Nickel and Cobalt

The SFA team completes a deep dive into the short- to long-term opportunities enabling the success of electric vehicle production across supported regions.

Lithium battery recycling value chain and ESG

SFA evaluates the long and complex life-cycle analysis of lithium-ion battery raw materials to improve the opportunities available for market stakeholders.

Quarterly Lithium Market Report and Prices Outlook

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.

Long-term Lithium Market and Prices Outlook to 2040

Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the lithium market and battery technologies out to 2040.

ESG assessment of the Lithium Market

With high energy-intensive processes required to produce lithium hydroxide, SFA can help investors evaluate the sustainability of the lithium supply chain.

Quarterly Nickel Market Report and Prices Outlook

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.

Long-term Nickel Market and Prices Outlook to 2040

Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the nickel market and battery technologies out to 2040.

Quarterly Cobalt Market Report and Price Outlook

Released each quarter, SFA's cobalt price risk-focused report details cobalt supply and demand impacting factors for the next five years.

Long-term Cobalt Market and Price Outlook to 2040

Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the cobalt market and battery technologies out to 2040.

The Lithium Triangle in South America

Argentina, Bolivia and Chile have long been low-cost sources of lithium supply for electric vehicles but greater ESG scrutiny means new processes must be adopted.

Australia Battery Materials Market Outlook Report

With Australia's abundance of battery raw materials, long-term challenges exist to develop its beneficiation strategy towards battery-grade precursor products.

Our industry value chain expertise

Meet the Team

Our highly experienced team and specialist network can accommodate your most challenging needs.

How can we help you?

SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.

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