Trusted ESG benchmarking from an expert team
SFA (Oxford)'s benchmarking of lithium, nickel and cobalt producers on material environmental, social and governance factors generates high-resolution insights for sustainability-conscious investors to find best-in-class ESG performers and to inform stakeholder engagement. Incorporating our ESG benchmarking metrics into your investment decision-making can reduce risk and enhance returns. Using our novel insights into investment rationale we can help lower costs and increase efficiency, reduce the impact of fines and externalities, as well as improving adaptability to future market demand and technological shifts.
The push towards disclosure, accountability and transparency
In 2020, SFA began covering the upstream Battery Raw Materials sector, with comprehensive ESG market sector analytics, and their related economics, connecting all upstream, downstream and recycling-loop linkages of worldwide producers and users along the PGM food chain.
As organisations and institutions are assessed on their ethical and sustainability practices spanning environmental, social and governance (ESG) areas, ESG-compatible investment vehicles have been gathering traction amongst investors of all types as public awareness of companies' social and environmental influences increases.
In the face of new global social and environmental challenges, compliance with ESG initiatives has moved to the forefront of investor priorities. Understanding and mitigating regulatory, political and stakeholder issues are key to longevity in the natural resource sector. The pressures surrounding these factors are set to increase over the coming years.
To improve company accountability of their environmental footprints, SFA can help investors by benchmarking the peer group in numerous ways to show new trends and sector outperformance. Some of the key ESG areas we look at include:
Tracking company air emissions (greenhouse gas emissions, pollutants - sulfur dioxide, nitrous oxides, and particulate matter).
Analysing energy usage (Scope 1, 2 and 3) and renewable energy utilisation.
Monitoring water consumption and water recycling.
Dissecting land use from mining and waste storage.
Measuring waste generate and storage from tailings and rock dumps.
Mapping employee demographics.
Surveying employee health.
Reporting on safety-related incidents.
Calculating employee development and training spend.
Summarising board structure.
Scrutinising board demographics.
Assessing ethics and integrity policies.
Reviewing company risk profiles.
ESG contextualisation and benchmarking relative to the lithium industry
Identifying ESG outperformance
SFA (Oxford) was tasked to assess the environmental footprints and selected ESG criteria of the lithium peer group to evaluate peer-group outperformance across brine and hard rock lithium producers. Environmental factors such as energy usage, plants emissions, water use and recycling rates were all considered to assist in evaluating competitor decarbonisation and emission strategies.
Let us benchmark your ESG performance
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Other consulting solutions
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SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
SFA evaluates the long and complex life cycle analysis of battery metals and materials to improve the recycling opportunities available for market stakeholders.
Working with clients and third parties, SFA has a long track record of providing battery metals technical due diligence and financial modelling support.
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 has supported numerous client listings by providing an independent view of the lithium, nickel and cobalt markets to help secure capital from potential investors.
SFA's battery metals benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and those most at risk.
SFA is a trusted advisor to boardrooms and senior management to major stakeholders and provides regular assistance to battery metals strategy and planning.
SFA provides accurate short- to long-term battery metal price forecasts to support your business plans and contract negotiations, backed by our extensive research.
SFA has extensive experience assessing clients battery metal processing facilities and offtake options and supply chain offtake due diligence.
SFA regularly supports clients on roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices.
The SFA team is constantly providing rich insights for its clients on structural events moving the battery metals markets and battery technology substitution.
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.
The pressure for renewable energy generation will require intermittent chemical energy storage solutions to support international climate change objectives.
With charging infrastructure lagging behind EV sales, SFA is on hand to help determine which localised markets will support battery electric vehicles.
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.
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.