Green metals for the hydrogen economy
Long-term PGM market outlook
Augmenting your supply chain investment strategy
SFA (Oxford) provides long-term supply security outlooks for the platinum group metals using detailed mine supply and recycling modelling. The pivot to hydrogen is happening. Decarbonising industry and transport offers long-term PGM demand growth. SFA can leverage unique insights to make connections between what the hydrogen market needs and what PGMs, the strategic metals, can do for this fast-developing sector. Our clients ask us where platinum, iridium and ruthenium come from, and whether there is enough iridium and ruthenium available to supply the hydrogen economy. SFA is the only company to give you a fully comprehensive view of PGM supply and current and future market risks.
Delivering comprehensive analysis of long-term PGM supply
South African producers have a PGM basket well turned to the hydrogen economy, and an enviable track record on traceable, ethical production. For fabricators, expertise in catalyst production will be in demand. Investors will seek projects that meet ever-higher environmental standards. Traders require new relationships and new ways of working with producers and end-users.
SFA provides long-term supply security outlooks for platinum, iridium and ruthenium using detailed modelling of mine supply and recycling, along with analysis of the risks from competing technologies: which PGM-based technologies can be competitive, and which to avoid.
Our exclusive PGM demand forecast model reveals growth opportunities and mitigates risk. It enables us to predict demand for the critical metals in hydrogen production and hydrogen-fuelled transport and industry.
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.
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 markets
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.
Let's discuss our latest PGM market view.
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.
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.
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.