IPO market chapters and feasibility studies
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.
Case studies
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
Equilateral thinking
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.
Let's discuss your market chapter
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
Alexandre Toufic Zard
Analyst
David Mobbs
Head of Marketing
Joel Lacey
Sales and Marketing Specialist
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.
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.
Price risk management and procurement strategies
Turn uncertainty into opportunity with SFA's Battery Metals risk management solutions, staying ahead of market trends, and mitigating supply chain risks.
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.
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.
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.
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.
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.
Battery Metal Reports
Lithium, Nickel and Cobalt
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.