Green hydrogen and fuel cells
Growing hydrogen production using PGMs
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 news and insights
With Poseidon at the Helm: ITM Power's Course in the Electrolyser Market
17 August 2023 | Gyubin Hwang
Is a more focused corporate strategy enough to help ITM in the face of increasing competitive pressure?
SFA (Oxford) | UK HFCA Parliamentary Lobby Day
23 January 2023 | Dr Jenny Watts, Joel Lacey
SFA (Oxford) was present at the UK HFCA Parliamentary Lobby Day, meeting with MPs to discuss recent progress across the UK hydrogen economy.
India’s rising passenger vehicle sales to eclipse Japan’s in 2023
13 March 2023 | SFA (Oxford) & Heraeus
Silver solar demand will remain resilient in 2023
27 February 2023 | SFA (Oxford) & Heraeus
The Inflation Reduction Act could help to make the hydrogen economy a reality
6 February 2023 | SFA (Oxford) & Heraeus
The fuse is lit: will platinum jewellery demand go up, or blow up?
19 September 2022 | SFA (Oxford) & Heraeus
Meet the Hydrogen team
Trusted advice from a dedicated team of experts.
Beresford Clarke
Managing Director: Technical & Research
Dr Jenny Watts
Head of Clean Energy & Sustainability
Gyubin Hwang
Consultant
Dr Sandeep Kaler
Market Strategy Analyst
Dr Tugce Ayvali
Consultant
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.