A trusted market view from a dedicated team of experts
SFA (Oxford) has supported numerous client listings by providing an independent view of the Battery Raw Materials markets to help secure capital from potential investors. Our market admission and feasibility chapters (published by the client) detail the supply and demand fundamentals, and the impact of price and costs.
Supporting capital raising initiatives
Our market chapters provide investors with a high-level overview of the lithium, nickel and cobalt markets, and cover the key influences driving the markets over the medium to long term. SFA has supported clients fundraising efforts projects in South Africa, Zimbabwe, and North America as well as motivate asset sales.
Independent analysis of the lithium hydroxide market out to 2025
The business case for downstream refining of battery-grade lithium hydroxide
SFA (Oxford) presented a detailed current and forecast lithium hydroxide (LiOH) market balance and analytical report to assess the medium-term LiOH market dynamics and pricing to advance the investment case for a new plant on behalf of a lithium producer.
Lithium market intelligence
Security of lithium supply under varying outlooks for electric vehicle penetration
A major car manufacturer commissioned SFA (Oxford) to assess the long-term potential of the lithium market and product prices to assess new upstream investment opportunities.
The changing nature of the cobalt market and metal prices from the likely effect of automotive and battery technological advances
Cobalt market study out to 2040
A major cathode fabricator commissioned SFA (Oxford) to assess the long-term viability of the cobalt market in response to changing battery technology chemistries and performance factors for batteries in electric vehicles and to understand to 2040 the likely supply, demand and pricing profiles.
Benchmarking lithium assets relative to the peer group
Cost optimisation and strategic planning
SFA (Oxford) was commissioned to benchmark a lithium producers’ assets across the global peer group to assess its operational competitiveness and evaluate future strategic value chain opportunities.
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.
Initial public offering cobalt chapter
Cobalt market overview to support an Asian copper producer
SFA (Oxford) provided an independent chapter of concise market commentary on the global cobalt market, detailing cobalt by-product and primary cobalt supply, demand trends, trading conditions and pricing of the metal.
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Other consulting solutions
Explore other services our clients use regularly.
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'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 works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
SFA's benchmarking of battery metal producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
SFA evaluates the long and complex life cycle analysis of battery metals and materials to improve the recycling opportunities available for market stakeholders.
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.