Trusted ESG advice for boardrooms
SFA (Oxford) works closely with multi-commodity value chain players to understand how materially significant environmental, social and governance (ESG) issues can be integrated into their wider company strategy. Understanding the long-term implications of ESG criteria for our clients is critical in mitigating the regulatory, technological and licence-to-operate risks. As global investment trends increasingly push companies to re-evaluate their ESG strategies, let SFA help you to remain competitive and capitalise on the rapid growth of sustainable market funds, as investors and regulators demand greater levels of transparency and reporting to meet intergovernmental climate change and decarbonisation goals.
Enhancing outperformance with ESG
Analysis of company outperformance due to ESG factors reveals an alternative solution to unlocking the future value to help receive preferential green finance rates. Companies that are not improving their ESG credentials risk value destruction, in addition to missing out on the potential upsides. Additionally, rigorous academic studies have demonstrated the outperformance of companies which have successfully integrated their sector-specific material ESG risks into thoughtful company strategy.
However, not all spending on sustainable initiatives is the same. Some initiatives produce material, value-adding impacts whilst others create little value or, at worst, simply raise operational costs. The core factor determining whether ESG initiatives drive company outperformance is the initiative materiality to a specific sustainability issue. Companies with good ratings on material sustainability issues significantly outperform those with poor rankings on these issues.
At a national level, countries have subscribed to numerous international initiatives such as the UN Paris Agreement and the UN Sustainable Development Goals. As a heavy industry, mining and natural resource management play a key role in attaining these national goals, and so the sector is under increased scrutiny to play its part in providing the critical metals which are key to a sustainable and green future. Studies have also shown that company performance from ESG initiatives can be predicted by public information, and from the information reported in company sustainability reports, interviews and surveys within organisations.
Below shows a range of ESG issues we currently monitor to assist corporate strategies.
Energy use (electricity and fuel).
Scopes 1, 2 and 3 greenhouse gas emissions.
Water use and recycling rates.
Rock waste and tailings impact.
Nitrous oxides and sulphur dioxide emissions.
Health and safety.
Supply chain practices.
Transparency and compliance.
Let us augment your ESG strategy
Contact one of our team for more details.
Other PGM consulting solutions
Explore other services our clients use regularly.
SFA's benchmarking of PGM producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
SFA's analysis of environmental footprints from recycled material in terms of greenhouse gases, waste generation and processing is helping secure new investments.
SFA has significant experience in reviewing mine business plans, identifying production risks and reviewing costs down to a half-level basis.
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.
Clients have used SFA to provide the analytical link with banks and financial institutions to support PGM investment decision-making and provide market support.
SFA has supported numerous client listings by providing an independent view of the PGM markets to help secure capital from potential investors.
Our PGM peer-group benchmarking is unrivalled, providing you with a detailed understanding of which assets are outperforming and which are most at risk.
SFA realises cost synergies for PGM clients across company operations to help raise margins and improve production efficiency benchmarks.
With extensive experience covering the PGM markets and industry fundamentals, SFA can provide you with our latest market outlook and the window of scenarios.
The SFA team has completed many labour workforce projects, analysing demographic trends, forecasting future labour requirements across mining operations.
SFA is a trusted advisor to Board members and senior management of significant stakeholders and provides regular assistance to strategy and planning efforts.
SFA can provide accurate short-, medium- and long-term PGM price forecasts to support your business plans and contract negotiations.
SFA provides regular data flows of mine supply and metallurgical pipelines, basket prices, mine economics, and PGM demand to assist strategic decision-making.
SFA has extensive experience in assessing clients' advanced mineral processing offtake options and evaluating indicative commercial terms.
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.
SFA supports its clients on global roadshows to assist on capital raisings and converse with fund managers, institutional investors and family wealth officers.
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.
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.
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.
SFA has advised mobility companies with their strategies, providing global or local industry context, benchmarking competitors, creating industry scenarios and identifying new opportunities.
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.
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.
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.
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.
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.
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.
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.
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.