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.
Events and webinars
Register your interest for our next event.
Specialist advisors for the hydrogen economy
SFA's knowledge of the platinum group metals' (PGMs) market enables us to critically evaluate the adoption of electrolyser and hydrogen fuel cell technologies. We offer hydrogen market participants exclusive insights and new market development opportunities. Platinum, iridium and ruthenium are intrinsic to the safe production of hydrogen - hydrogen needs PGMs and PGMs need hydrogen. The use of green hydrogen from renewable energy could offset CO2 emissions in many sectors. PGMs have catalytic effectiveness and well-proven durability for demanding industrial and automotive applications, and platinum-based PEM electrolysis has the high power density needed for energy storage.
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.
Meet the Hydrogen team
Trusted advice from a dedicated team of experts.
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.