Battery Metals and Materials
Value chain consulting
Experts across the battery metals value chain
At the core of SFA (Oxford)'s business is bespoke consulting. We provide detailed, tailored assessments of strategic investment opportunities using our extensive industry expertise to evaluate the impact of the challenges affecting the battery metals and materials industry. For over 10 years, SFA has been working with its established clients to assess the battery metal markets and the rising market threat of electric vehicles to platinum group metals.
Enhancing client strategies with strategic insights
The battery team works confidentially, often augmenting company strategy and undertaking due diligence. Whether you are an OEM wanting to assess the impact of evolving automotive technologies on the market and metal prices, or an industry stakeholder evaluating battery metal mines and projects, or downstream product placement and supply chain opportunities, and minimise your social and environmental footprint, SFA has the expertise to offer confident and independent direction for your strategic decision-making.
SFA has taken a deep-dive approach in assessing lithium (brines, clay and hard rock), nickel (sulphide and laterite) and cobalt deposits. Our relationships with downstream market participants help upstream players to tailor product portfolios to meet end-user requirements. Our holistic understanding of battery technologies and the subsequent impact on lithium, nickel and cobalt markets has created new demand for us to evaluate other strategic battery metals for clients, such as graphite, manganese, vanadium, copper and rare earth elements. Global awareness of sustainable battery metals and materials supply is critical to ensure the products adhere to the strictest standards in the electric vehicle supply chain. With a broad mix of experience, the SFA team is on hand to support your market development.
We offer a broad spectrum of battery metal services, applying our strategic focus and bespoke approach to meet your needs.
Due diligence studies and commercial advisory
Working with clients and third parties, SFA has a long track record of providing battery metals technical due diligence and financial modelling support.
Mergers, acquisitions, and corporate defence
Clients have used SFA to provide the analytical link with banks and financial institutions to support investment decision making and provide robust market support.
EV recycling opportunities and value chain assessment
The rapid rise in electric vehicles means the recycling market needs to prepare for processing the growth in the supply of nickel, lithium and cobalt.
IPO market chapters and feasibility studies
SFA has supported numerous client listings by providing an independent view of the lithium, nickel and cobalt markets to help secure capital from potential investors.
Peer-group benchmarking and margin analysis
SFA's battery metals benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and those most at risk.
Strategy, planning and Board support
SFA is a trusted advisor to boardrooms and senior management to major stakeholders and provides regular assistance to battery metals strategy and planning.
Investor Board packs and investor roadshows
SFA regularly supports clients on roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices.
Black swan events and market impacts
The SFA team is constantly providing rich insights for its clients on structural events moving the battery metals markets and battery technology substitution.
Battery metals processing and commercial options
SFA has extensive experience assessing clients battery metal processing facilities and offtake options and supply chain offtake due diligence.
Price forecasting and project incentive pricing
SFA provides accurate short- to long-term battery metal price forecasts to support your business plans and contract negotiations, backed by our extensive research.
Environmental, social and governance solutions
Our breadth of ESG insights enables us to help meet your long-term sustainability targets across battery metals and materials.
Corporate ESG strategy and battery metals stewardship
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
Peer-group ESG battery metals benchmarking
SFA's benchmarking of battery metal producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
Battery life cycle analysis and ESG impact
SFA evaluates the long and complex life cycle analysis of battery metals and materials to improve the recycling opportunities available for market stakeholders.
SFA offers tailored, independent market intelligence across the battery metals and materials value chain.
Automotive powertrains and battery metals demand
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.
Energy storage to support renewable energy strategies
The pressure for renewable energy generation will require intermittent chemical energy storage solutions to support international climate change objectives.
EV charging and infrastructure deployment
With charging infrastructure lagging behind EV sales, SFA is on hand to help determine which localised markets will support battery electric vehicles.
Joining the dots for other battery metals & materials
SFA evaluates the strategic opportunities of other strategic battery materials such as manganese, vanadium, copper, graphite, silica, and rare earth elements.
Battery technologies – opportunities and threats
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.
Meet the Battery Metals and Materials team
Trusted advice from a dedicated team of experts.
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.