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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 mines and projects in numerous ways to highlight the strengths and weaknesses based on the geological, technical and financial merits to provide a full understanding of how it compares to the current peer group and provide up-to-date analysis on selected global proven, probable and possible projects.

The ranking and analysis of projects cover care and maintenance, and permanently closed mines, greenfield and brownfield projects. The evaluation of projects takes into account NPV, cash flow, financial ability, technical, economic and geopolitical constraints, the availability of downstream processing capacity, the ability to meet legislative requirements and PGM price forecasts. Brownfield projects are excluded from NPV derivations.

Independent contours of lithium, cobalt and nickel consumption, and end-use evolutions. 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) and powertrain evolution, and luxury market developments) will assist us to extrapolate measured levels of start-up success. 

Underlying base case demand extrapolations by end-use, as well as a set of operating and financial metrics for each selected project, can be provided so you can flex and influence PGM market balances, PGM price forecasts, project incentive pricing and project start-up. 

 

Case studies

Let's discuss your benchmarking scenarios

Contact one of our team for more details.

Henk de Hoop

Chief Executive Officer

Beresford Clarke

Managing Director: Technical & Research

Jamie Underwood

Principal Consultant

Dr Emilio Soberón

Principal Consultant

Thomas Chandler

Principal Market Analyst

Lakshya Gupta

Senior Battery Technologies Analyst

Sandeep Kaler

Industrial Demand Analyst

Dr Fahad Aljahdali

Energy Analyst

Eknoor Arora

Mining Analyst

Gyubin Hwang

Hydrogen Market Analyst

Carol Lu

Associate Principal Analyst: China

Nelsa Martins

Senior Technical Consultant

Stephen A. Forrest

Retired Chairman

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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.

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