Creating an integrated sustainable energy revolution
SFA (Oxford) is committed to delivering fresh opportunities across the hydrogen value chain. All sectors of the economy including transport, industry and energy, in all regions of the world, need to cut their emissions of greenhouse gases over the coming decades. There is substantial legislative, economic and social support for this.
The development of the hydrogen economy is a part of this green energy transition. Platinum Group Metals (PGM) can play key roles in the production and use of green hydrogen from renewable energy; electrolyser and fuel cell technologies are scaling up fast. Platinum, ruthenium and iridium are mission-critical precious metals to combat climate change. Companies active in the hydrogen economy will need to understand the long-term PGM supply dynamics, whilst companies following the PGM markets will need to understand the future opportunities presented in the hydrogen value chain.
The SFA team is here to support your climate change journey with bespoke green hydrogen and hydrogen fuel cell intelligence for the circular economy.
Hydrogen case studies
Explore some of our past projects across the hydrogen value chain.
Global drivers for fuel cell adoption — commissioned by a fuel cell component manufacturer
Fuel cell market assessment
Fuel cell market study with a specific focus on drivers of adoption and applications, and opportunities in private and public transport.
Competition for PGM supply — commissioned by an electrolyser and fuel cell production company
Strategic metals assessment
SFA (Oxford) was commissioned to examine the future demand requirements for platinum and iridium, and the availability of supply to support the growing hydrogen economy.
Strategic metals assessment to support tomorrow’s hydrogen economy — commissioned by a consortium of technological leaders
Hydrogen market assessment
SFA (Oxford) provided a detailed report and presentation to a consortium of fuel cell technology companies, major automakers, energy providers, technology companies, and manufacturers on the long-term supply security of platinum and iridium to support a budding hydrogen economy.
Identifying new demand opportunities for PGMs — commissioned by major PGM producers
Commercial evaluation of the fuel cell value chain
Analysis of fuel cells, with a specific focus on technological feasibility, commercial potential, legislative support and market drivers, ownership of IP/licensing as well as company supply chains and commercial arrangements.
Tomorrow’s hydrogen opportunity — commissioned by a client
Evaluation of the hydrogen economy
SFA (Oxford) provided an independent assessment of the hydrogen economy, fuel cell technologies, green hydrogen production economics, supply chains, and major players to help assess investment opportunities.
PGM customers in the hydrogen economy — commissioned by a client
New customer targets
SFA (Oxford) identified and evaluated key PGM customers in the hydrogen economy, a good long-term hedge for PGMs as autocatalyst use declines, and potentially secure demand for iridium and ruthenium.
Contextualising prospects for the hydrogen economy — for a Family Wealth Office
Hydrogen market assessment
A market evaluation including assessing how technology shifts, legislative changes, and environmental issues will impact markets, and evaluation of niche applications in new end-uses and the long-term sustainability of these applications.
Hydrogen horizons: PGMs and the hydrogen economy transformations
Evaluating PGMs in upstream, midstream, and downstream sectors
In light of the escalating challenges of combatting climate change and offsetting the long-term implications of declining PGM autocatalyst demand, SFA was commissioned to evaluate the role of PGMs in the upstream, midstream and downstream segments of the hydrogen landscape.
The resulting deep-dive study encompasses electrolysers, sustainable energy processes and transportation markets, where techno-economics vary greatly. It covers both PGM and competing non-PGM-based technologies to provide long-term strategic direction for market participants and identify end-use opportunities, as producers realign their businesses to the current price-inducing market environment and future market outlook.
Assessing future demand for ruthenium in clean ammonia industries
Ruthenium’s role in clean ammonia production
As the world pivots towards sustainable and clean energy solutions to combat climate change, innovative technologies are crucial in shaping the energy transition landscape. SFA has evaluated the growing adoption of ruthenium-containing technologies to synthesise and utilise ammonia in the clean energy transition and the use of ruthenium catalysts in cracking ammonia to produce hydrogen.
Unpacking the impact of Pt/Pd catalysts in sustainable fuel markets
A deep dive into sustainable fuel innovations in emerging market
SFA has assessed the current and future role of sustainable aviation fuels, biodiesel and e-fuels in addressing climate change and catalysing the transition to a new energy paradigm. The study delves into the role of Pt/Pd catalysts within these burgeoning markets, recognising their significance in fostering cleaner and more efficient energy solutions. This evaluation is part of a broader study to understand the shifts in the global energy system.
Unveiling heavy-duty fuel cell vehicle market opportunities in East Asia
Fuel cell vs. battery: Evaluating the future of HDVs
SFA has conducted a comprehensive assessment of the prospective role and techno-economic feasibility of fuel cell trucks compared to their battery-powered counterparts across diverse markets. This analysis encompasses specialised non-road mobile machinery and commercial heavy-duty vehicles, among others, and anticipates the evolution of these technologies within the broader context of advancing clean transportation solutions.
In this distinctive study, SFA delves meticulously into China's emerging battery-exchange market, exploring the nuances of this market to gain a richer understanding of the potential catalysts and driving forces poised to shape the industry's future.
Enabling infrastructure for hydrogen mobility sectors
PGMs in hydrogen mobility: Unlocking opportunities in transport, purification, and refuelling
The usage of PGMs in hydrogen-fuelled transportation is not solely limited to fuel cells – PGMs can also play an essential role in transportation, purification and refuelling systems. SFA’s analysis of the hydrogen industry demonstrates the growth potential for liquid organic hydrogen carrier (LOHC) systems in enabling international trade and the ability to deliver high-purity hydrogen to fuel cell systems via electrochemical devices using platinum catalysts.
Hydrogen news and insights
15 November 2023 | Dr Jenny Watts
On 14 November, Heraeus and Sibanye-Stillwater launched a new electrocatalyst for green hydrogen production by PEM electrolysis. This ruthenium-based catalyst aims to overcome PEM electrolyser industry scaling-up concerns.
17 August 2023 | Gyubin Hwang
Is a more focused corporate strategy enough to help ITM in the face of increasing competitive pressure?
13 March 2023 | SFA (Oxford) & Heraeus
27 February 2023 | SFA (Oxford) & Heraeus
6 February 2023 | SFA (Oxford) & Heraeus
19 September 2022 | SFA (Oxford) & Heraeus
Meet the Hydrogen team
Trusted advice from a dedicated team of experts.