Assessing the impact and landscape of future PGM projects
SFA (Oxford) can provide up-to-date analysis on global proven, probable and possible PGM projects. Our DCF scenario modelling analyses the attractiveness of these PGM projects based on incentivised platinum, palladium and rhodium pricing, which can motivate new supply based on future platinum, palladium and rhodium supply and demand fundamentals to 2040, following exploration, feasibility, brownfield, greenfield, replacement depletion assessments of industry reserves and resources. Where possible, we include operating and CAPEX extrapolations, company strategy, the availability of downstream projecting, the ability to meet legislative requirements, other external factors and overall project feasibility. We rank the peer group of projects, using a set of criteria, scoring each project to compare them and ascertain the most likely timeline for project execution and achievement of steady-state production. The evaluation takes account of macro and regional economic factors, reasoned metal price forecasts and the evolution of powertrains. We examine the critical project impacting factors and the reasons for any outperformance or underperformance within the global peer group of producers.
Other PGM market reports
Explore other reports our clients use regularly.
Released every three months, this price risk-focused report details-impacting factors for platinum, palladium and rhodium markets for the next three years.
Released Bi-annually, our highly-detailed 10-year view provides current, and long-term trends and influences acting on the global PGM markets.
Released annually, this ground-breaking forward-looking report analyses the influences and trends on the PGM markets between 2030 and 2040.
SFA's new ground-breaking forward-looking report analyses the influences, market risks and trends on the PGM markets out to 2050.
Stay up-to-date with quarterly 5-year view forecast on ruthenium's technological developments and underlying evolution of supply, demand and end-use applications.
A comprehensive quarterly report on iridium market fundamentals and integration of future technologies for new and existing end-users.
A proprietary report unlocking the current and future demands for precious metals (Pt, Ir, and Ru) used in electrolysers and fuel cells for the hydrogen economy.
In collaboration with Heraeus, this weekly report makes sure all the key precious metal and macroeconomic developments are fully analysed by the SFA team.
Unrivalled insights and definitive answers to PGM purchasing dynamics, metal flows, trading and pricing factors affecting platinum, palladium and rhodium.
A comprehensive study of recycled autocatalysts from scrapyards, collection, decanners, smelting and refining players, technology developments and economics.
A detailed look at the precious metals recovered from PGM processing plant waste streams at concentrators, smelters and refineries, and tailings dams.
SFA's advanced mineral processing assessment offers offtake opportunities into existing PGM smelting, base metals and precious metals refining facilities.
An evaluation on future platinum, palladium and rhodium supply risk from mines and projects around the world, and the economic cost of production.
Analytics on the PGM primary production landscape, assessing estimated depletion rates of mines and projects, forecasting ounce loss.
Our bespoke chrome report gives our latest view on supply, demand, and pricing out to 2026 and analyses the impact of chrome on mine profitability.
An assessment of PGM purchasing, trade flows and end-use consumption as well as mapping key industry players for strategic investment.
Bottom-up evaluation of the precious metals trading environment, regulatory framework, end-use markets, recycling volumes and key players.
A critical impact study of PGM consumption by country of major-end uses, and future metal requirements by company.
Detailed market intelligence on PGM demand and supply, major players and the recycling market to assist strategic planning.