Peer-group benchmarking
Value chain consulting
Trusted benchmarking from a dedicated team of experts
SFA (Oxford)'s lithium, nickel and cobalt peer-group benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and those most at risk covering mines and projects globally. A holistic benchmarking approach takes into project execution of future metal supply-demand fundamentals, as well as scientifically constructed extrapolations of global primary supply profiles to 2040. Our definitive analysis investigates the reasons for outperformance or underperformance across the global peer group of producers.
Costing the mine-to-market value chain enabling like-for-like comparison
SFA can work with your economic and life-of-mine models to benchmark lithium, nickel, and cobalt mines and projects in numerous ways, highlighting strengths and weaknesses based on geological, technical, and financial merits. This provides a comprehensive understanding of how they compare to the current peer group and offers up-to-date analysis on selected global proven, probable, and possible projects.
The ranking and analysis of projects cover care and maintenance, permanently closed mines, greenfield, and brownfield projects. The evaluation considers NPV, cash flow, financial ability, technical, economic, and geopolitical constraints, downstream processing capacity availability, legislative requirements, and metal price forecasts. Brownfield projects are excluded from NPV derivations.
Independent contours of lithium, cobalt, nickel consumption, and end-use evolutions are analysed. Macro and regional economic factors such as exchange rates, GDP, inflation, consumer expenditure, reasoned metal price forecasts (regional basket prices and consensus by-product metal prices), powertrain evolution, and luxury market developments assist in extrapolating measured levels of start-up success.
Underlying base case demand extrapolations by end-use and a set of operating and financial metrics for each selected project can be provided. This enables you to influence market balances, price forecasts, project incentive pricing, and project start-up success rates for lithium, nickel, and cobalt.
Case studies
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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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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.