Black swan events and market impacts
Value chain consulting
Look beyond the horizon with an experienced team
Sometimes events happen that change the course of the battery metals and materials market – prices, supply, demand – be it a short-term perturbation or something that leads to a longer-term structural revision. SFA (Oxford)'s unique analytical depth enables us to provide our clients with a rolling view of the impact of such sudden events in terms that are useful and relevant to them.
Assessing market fallout in lithium, nickel and cobalt terms after unusual events
This includes risk management scenarios, covering a range of impacts, especially useful where the situation is still changing and the full extent of the disruption is unclear.
We continue to gather and process data throughout such events, to provide our clients with regular updates. Examples of some of the major events we cover in this way include:
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Covid-19 disruption to mine output and automotive sales.
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Deepening semiconductor chip shortage impact on automotive production and electric vehicle forecasts.
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Processing events and delays to refined output such as flooding at Norilsk mines reaching the market.
Our clients have been receiving regular updates on the progress to business-as-usual following these unforeseen events. Each update includes a revised estimate of the latest supply and/or demand situation, enabling our clients to make well-informed decisions for their business.
Become a regular SFA client
Contact one of our team for more details.
Henk de Hoop
Chief Executive Officer
Beresford Clarke
Managing Director: Technical & Research
Jamie Underwood
Principal Consultant
Kimberly Berman
Energy Transition Technology and Metals Specialist
Daniel Croft
Commodity Analyst
Thomas Chandler
Principal Lithium Supply Analyst
Lakshya Gupta
Senior Market Analyst: Battery Materials and Technologies
Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies
Adele Rouleau
ESG and Critical Minerals Lead
Dr Fahad Aljahdali
General Manager, KSA
David Mobbs
Head of Marketing
Joel Lacey
Sales and Marketing Specialist
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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.