Investor Board packs and roadshows
Battery Metals and Materials
Trusted advice from a dedicated team of experts
SFA (Oxford) regularly supports its clients on global roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth offices. Our investor-friendly market presentations provide accurate assessments of the lithium, nickel and cobalt markets in the short, medium, and long-term, and our latest price views to support your strategy.
Insight into electric vehicle technology
Electric vehicle study, including batteries and lithium supply and demand
A major conglomerate selected SFA (Oxford) to provide an understanding of electric vehicle technology and associated battery developments, as well as an assessment of lithium supply and demand and of the market dynamics influencing long-term supply and demand.
Joining the dots on the battery metals
A detailed evaluation and investor’s guide on how EV uptake is developing and how individual supply chains for cobalt, lithium and nickel are evolving
The SFA (Oxford) team produced long-term market outlooks for lithium, nickel and cobalt to 2040 for a major mining company, evaluating the deployment of electric vehicles and future metal demand. The team assimilated the breakdown of electric vehicle chemistries by type and regional variability (NMC for EU, LFP for China etc.), supplied a detailed review of the major battery fabricators and calculated battery metal demand by OEM.
Additional supply chain analysis covered the current market status quo, technology evolution, producer reserves and resources, historical supply and demand, demand segments and uses, value chain economics, major producer metal profiles, regional ESG factors, metal substitution risk, price forecasting, and identifying new investment windows of economic opportunity.
Developing pitch book documentation for lithium clients for contractual purposes
Keeping lithium players informed for commercial success
SFA (Oxford) has aided lithium producers with industry and regional contextualisation, lithium market outlooks and price forecasts to strengthen supply chain negotiations and enhance market messaging.
Long-term market intelligence for nickel, cobalt, lithium
SFA (Oxford) produced long-term forecasts and detailed market analytics for the three primary battery metals, nickel, cobalt and lithium. Independent supply and demand market balances and price forecasts to highlight the changing evolution of battery technologies, market consumption, substitution and recycling threats across the different end-use markets.
Quarterly strategic reviews and outlook for lithium, nickel and cobalt
Regular battery metal market price risk intelligence
Major car makers, investors and suppliers use the SFA (Oxford) team to track the rapidly evolving nature of government policy, electric vehicle (EV) roll-out plans, the battery industry value chain, and key market players to provide up-to-date risks to metal markets and prices.
Quarterly assessments track changes to the evolution of battery chemistries and cathode developments, commercialisation timing, regional appraisal of battery supply chain forces, battery plant investments, OEM EV and hybrid roll-out successes, risks to new EV products and OEM companies, developments in EV infrastructure, evolving changes in the hydrogen economy and the fuel cell market, latest metal supply chain developments, project supply forecasts, technological breakthroughs, battery-grade metal supply risks, China's dominance on intermediates and battery precursor materials, and a five-year price outlook.
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Other consulting solutions
Explore other services our clients use regularly.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.