Due diligence and commercial advisory
Trusted advice from a dedicated team of experts
SFA (Oxford) identifies investment and commercial opportunities for players across the hydrogen value chain, and where green hydrogen can be best deployed to maximise green hydrogen production and CO2 credentials. Decarbonisation and green hydrogen feasibility has reached a tipping point. Post-pandemic, hydrogen technology implementation has moved to the forefront of infrastructure rejuvenation packages as countries look to a sustainable, low-carbon future. SFA is well informed to make the hydrogen investment case. Technological innovation, legislation and business developments all point to the greater adoption of electrolyser and hydrogen fuel cell technologies to support clean energy initiatives. SFA can provide clients with technical due diligence and financial modelling to help secure future funding from investors and lenders. To enhance our commercial assessments, SFA produces unparalleled analytical insights into these opportunities, and the peer group, technology threats and limitations from battery technologies.
Independent valuations and technical assessments
We are already working with clients in the hydrogen economy: from assessing the role of FCEVs in underground mining, through to understanding the supply and pricing dynamics of platinum, iridium and ruthenium to assess the long-term viability of the hydrogen market, to investors seeking an understanding of the industry and PGMs’ future role, and financial modelling of water electrolysers for green hydrogen production.
Clients’ objectives can be met by discussions with our Hydrogen team. In addition, we can call on the other members of the in-house SFA team and our global network of experienced technical associates for assignments.
Case studies
Explore some of our past projects across the hydrogen value chain.
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.
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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.
Let's discuss your project
Contact one of our team for more details.
Dr Jenny Watts
Head of Clean Energy & Sustainability
Dr Fahad Aljahdali
General Manager, KSA
Dr Sandeep Kaler
Market Strategy Analyst
Alexandre Toufic Zard
Analyst
Other hydrogen consulting solutions
Explore SFA's other available hydrogen economy and green hydrogen services for clients.
Strategy, planning and Board support
SFA works with value chain players to navigate green hydrogen opportunities, energy solutions, market risks and emerging zero-carbon technologies.
Renewable energy and green hydrogen economics
SFA evaluates electrolyser and competing technology economics, growth opportunities and market risks for PGM based-technologies and thrifting.
Green metals for the hydrogen economy
SFA provides long-term precious metal supply security outlooks for platinum, iridium and ruthenium using detailed modelling of mine supply and recycling.
Hydrogen transport and energy storage
With SFA’s Hydrogen Mobility Watch, we can help you track the development of hydrogen fuel cell initiatives and infrastructure development projects underway.
Industry mapping the hydrogen landscape
SFA is closely following the green hydrogen water electrolyser and mobility players and projects underway across the industry, and national strategy developments.
Green hydrogen project benchmarking
SFA is developing its capabilities to benchmark individual green hydrogen projects to assess the long-term viability of industrial players becoming more competitive.
The legislative landscape around green hydrogen
SFA assesses the main international legal frameworks for green hydrogen development, penalties and incentives, implications and end-use sector opportunities.
Investor Board packs and roadshows
SFA is a trusted advisor to the Boards and senior management of major stakeholders and provides regular assistance to hydrogen strategy and planning efforts.
North America's hydrogen and fuel cells market
North America has an ambitious hydrogen roadmap, leveraging decades of scientific and engineering developments, particularly in California.
Europe's green hydrogen and fuel cells market
Europe is home to some of the most innovative technologies, ambitious decarbonisation targets and national strategies, and strongest value chain networks.
China's green hydrogen and fuel cells market
China’s latest five-year plan to develop the hydrogen industry sets out the major tasks for industry groups and targets for hydrogen fuel cell vehicles on the road.
The Middle East's hydrogen and fuel cells market
The Middle East has vast solar and wind capacity to help enable green hydrogen production, in addition to its established role in the oil and petrochemicals economy.
Japan's green hydrogen and fuel cells market
Japanese companies continue to be pioneers in developing hydrogen and fuel cell technologies, as the country seeks to strengthen its energy security.
Africa's green hydrogen and fuel cells market
Southern Africa produces most of the world’s critical metals for the hydrogen economy and has the potential to generate significant renewable energy for export.
Latin America's hydrogen and fuel cells market
Latin America has a strong position in renewables for power generation, and an international consortium is developing green hydrogen production in Chile.
Oceania's green hydrogen and fuel cells market
Australia and New Zealand are developing projects in the hydrogen supply chain, many of which are in collaboration with other significant regional players.
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.