Peer-group ESG benchmarking
Platinum Group Metals
Trusted ESG benchmarking from an expert team
SFA (Oxford)'s benchmarking of PGM producers on material environmental, social and governance (ESG) factors generates high-resolution insights for sustainability-conscious investors to find best-in-class ESG performers and to inform stakeholder engagement. Incorporating our ESG benchmarking metrics into your investment decision-making can reduce risk and enhance returns. Using our novel insights into investment rationale we can help you to lower costs and increase efficiency, reduce the impact of fines and externalities, as well as improve adaptability to future market demand and technological shifts.
The push towards disclosure, accountability and transparency
In 2020, SFA began covering the upstream PGM sector, with comprehensive ESG market sector analytics, and their related economics, connecting all upstream, downstream and recycling-loop linkages of worldwide producers and users along the PGM food chain.
As organisations and institutions are assessed on their ethical and sustainability practices spanning ESG areas, ESG-compatible investment vehicles have been gathering traction among investors of all types as public awareness of companies' social and environmental influences increases.
In the face of new global social and environmental challenges, compliance with ESG initiatives has moved to the forefront of investor priorities. Understanding and mitigating regulatory, political and stakeholder issues is key to longevity in the natural resource sector. The pressures surrounding these factors are set to increase over the coming years.
To improve company accountability of their environmental footprint, SFA can help investors by benchmarking the PGM peer group in numerous ways to show new trends and sector outperformance. Some of the key ESG areas we look at include:
Tracking company air emissions (greenhouse gas emissions, pollutants - sulphur dioxide, nitrous oxides, and particulate matter).
Analysing energy usage (Scopes 1, 2 and 3) and renewable energy utilisation.
Monitoring water consumption and recycling.
Dissecting land use from mining and waste storage.
Measuring waste generated from tailings and rock dumps, and its storage.
Mapping employee demographics.
Surveying employee health.
Reporting on safety-related incidents.
Calculating employee development and training spend.
Summarising Board structure.
Scrutinising Board demographics.
Assessing ethics and integrity policies.
Reviewing company risk profiles.
Let us benchmark your ESG performance
Contact one of our team for more details.
Other PGM consulting solutions
Explore other services our clients use regularly.
Corporate ESG strategy and PGM stewardship
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
Cradle-to-grave ESG recycling studies
SFA's analysis of environmental footprints from recycled material in terms of greenhouse gases, waste generation and processing is helping secure new investments.
Augmented mine business planning and risk analysis
SFA has significant experience in reviewing mine business plans, identifying production risks and reviewing costs down to a half-level basis.
Due diligence studies and PGM commercial advisory
Working with clients and third parties, SFA has a long track record of providing technical due diligence and financial modelling support to help secure funding.
PGM mergers, acquisitions, and corporate defence
Clients have used SFA to provide the analytical link with banks and financial institutions to support PGM investment decision-making and provide market support.
IPO market chapters and PGM feasibility studies
SFA has supported numerous client listings by providing an independent view of the PGM markets to help secure capital from potential investors.
Peer-group benchmarking and margin analysis
Our PGM peer-group benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and which are most at risk.
Mine optimisation and cost benchmarking
SFA realises cost synergies for PGM clients across company operations to help raise margins and improve production efficiency benchmarks.
Covid-19 PGM market analysis and scenarios
With extensive experience covering the PGM markets and industry fundamentals, SFA can provide you with our latest market outlook and the window of scenarios.
Human capital and organisational planning
The SFA team has completed many labour workforce projects, analysing demographic trends, forecasting future labour requirements across mining operations.
PGM strategy, planning and Board support
SFA is a trusted advisor to Board members and senior management of significant stakeholders and provides regular assistance to strategy and planning efforts.
PGM price forecasting and project incentive pricing
SFA can provide accurate short-, medium- and long-term PGM price forecasts to support your business plans and contract negotiations.
PGM markets and supply risk dashboards
SFA provides regular data flows of mine supply and metallurgical pipelines, basket prices, mine economics, and PGM demand to assist strategic decision-making.
Metallurgical processing and commercial options
SFA has extensive experience in assessing clients' advanced mineral processing offtake options and evaluating indicative commercial terms.
'Black-box' PGM and macro scenario modelling
Clients approach SFA to run their own supply and macro modelling demand inputs to see the impact this has on the medium- to long-term PGM market balances.
PGM investor Board packs and roadshows
SFA supports its clients on global roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth officers.
Black swan events and PGM market impacts
The SFA team is constantly providing rich insights for its clients on structural events moving the PGM markets, particularly when the situation continues to change.
Macroeconomics and precious metals
For many years, SFA's extensive expertise in analysing the changing dynamics of global economies, financial markets and precious metals has enabled us to deliver bespoke research to enhance your next strategy.
Automotive powertrains and PGM demand
SFA delivers detailed insights into the effects of new automotive technologies on PGM demand for light-duty, heavy-duty, off-road and fuel cell vehicles to meet government emission targets.
The future of cities and mobility solutions
SFA has advised mobility companies with their strategies, providing global or local industry context, benchmarking competitors, creating industry scenarios and identifying new opportunities.
PGM purchasing and new customer targets
SFA has explored the purchasing dynamics between market participants, the complexity of the associated price web factors for platinum, palladium and rhodium, providing definitive answers to commercial questions.
Emerging technologies – opportunities and threats
SFA is constantly monitoring the evolution of emerging technologies and threats to new metal substitution. Let us cut through the noise, and highlight the short to long-term price risk impacts for your business.
PGM catalyst and chemicals market intelligence
SFA is equipped to provide detailed regional insights of the major players, market shares, demand volumes, and market value for automotive, chemical and petrochemical catalysts, and smaller industrial markets.
Long-term PGM recycling value chain assessments
SFA's discreet work with recyclers gives us unique market insights, for the major regions of the USA, Europe, China and Japan. We also closely monitor jewellery recycling, electronic scrap and spent catalysts.
Jewellery pipeline mapping and econometrics
SFA has mapped jewellery pipelines, examined costs and margins, quantified future demand levels, and analysed the competitor landscape of fabricators, wholesalers, and retailers for future investment decision-making.
PGM trade flows and stock reconciliation
SFA analyses the physical movements of PGMs for demand-side and supply-side participants, how futures contracts are priced and traded, and quantifies above-ground PGM stocks from key sectors.
Closed and open-loop PGM market evaluation
SFA can provide you with the most insightful 360-degree research covering the secret closed-loop market sectors by quantifying installed capacities, system losses and top-up requirements by company and sector.
Formulating regional trading desk strategies
SFA has significant experience mapping regional and localised end-use markets for PGMs to assist clients in discovering new trading opportunities and client targets by volume and sector.
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.