Strategy, planning and Board support
Value chain consulting
Trusted advisor to Boards and senior management
SFA (Oxford) is a trusted, reliable and credible partner working with hydrogen value chain players to help them navigate green hydrogen opportunities, clean energy transition, renewable energy potential, market threats and emerging zero-carbon technologies. With a vested interest in the future of the PGM industry, we are well positioned to identify new opportunities and threats to generate ideas to augment our clients' business strategy and planning efforts. Our reputation is built on the team's ability to meet client-specific requirements, with the utmost regard and sensitivity for confidentiality. We are critically evaluating competing technologies, accelerating awareness of the hydrogen economy, the key role of PGMs in enabling decarbonisation, and appraisal of the implications of sourcing strategic metals for green hydrogen production and fuel cells. Let SFA deliver effective market messaging to aid strategic thinking.
Case studies
Explore some of our past projects across the hydrogen value chain.
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.
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.
Invite us to address your Board
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.
Due diligence studies and commercial advisory
SFA identifies investment and commercial opportunities for players across the hydrogen value chain, and where green hydrogen can be best utilised for investment.
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.