Long-term PGM supply appraisal
In-depth PGM supply analysis from experts
SFA (Oxford) can provide an evaluation on future supply risk from mines and projects around the world, and the economic cost of production. We can supply you with historical PGM production and supply forecasts out to 2050 by mine, for PGM products, probable and possible projects including tonnes milled and head grade. We can build a full picture of investment appeal using project incentive pricing per metal and give a detailed strategic assessment of PGM supply within both today and tomorrow’s operating environment against other global industry players and projects (majors and juniors). A multitude of factors is appraised spanning asset quality, investment appeal, value creation, future industry challenges and risks to projects going forward. SFA is highly experienced in analysing future production profiles and quantifying the long-term market impacts to the industry. Let us help you support your investment decision making and strategic optionality.
Addressing PGM supply security
SFA is highly experienced to appraise mines and projects. Our long-term supply outlook evaluates:
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Asset quality: Ore resource potential, prill split, grade, expansion potential and life of mine.
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Investment appeal: Critical mass, regional advantages.
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Value creation: Production timeline, by-product yield, mining risk, operational bottlenecks and environmental risk.
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Future industry challenges such as energy costs, wage negotiations, decarbonisation etc.
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Favourable mining jurisdictions.
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Risks to projects going forward.
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Conventional and mechanised mining cost trends (OPEX and CAPEX costs).
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Metal price forecasts.
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NPV and cashflow analysis.
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Identifying future economic windows for mine start-ups.
- Long-term market trends for platinum, palladium, rhodium, ruthenium and iridium.
Who should read this report?
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Commodity risk managers from fabricators, car companies, petroleum companies and other end-users, for help with assessing price volatility, price direction, or the economics and security of supply.
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Financiers, pension funds, investors, traders and other financial institutions needing to understand the key upside and downside price influences and trends.
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New business entrants.
Contact one of our team for more details
Henk de Hoop
Chief Executive Officer
Beresford Clarke
Managing Director: Technical & Research
David Mobbs
Head of Marketing
Kimberly Berman
Energy Transition Technology and Metals Specialist
Yoshi Mizoguchi Owen
Marketing Associate: Japan
Jamie Underwood
Principal Consultant
Adele Rouleau
ESG and Critical Minerals Lead
Joel Lacey
Sales and Marketing Specialist
Other PGM market reports
Explore other reports our clients use regularly.
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PGM Market Report and Price Outlook to 2040
Our highly detailed market view provides current and long-term trends and influences acting on the global PGM markets.
The 2050 PGM Market Report and Price Outlook
SFA's new ground-breaking forward-looking report analyses the influences, market risks and trends on the PGM markets out to 2050.
The Ruthenium Market Report and Price Outlook
Stay up-to-date with a quarterly 5-year forecast on ruthenium's technological developments and underlying evolution of supply, demand and end-use applications.
The Iridium Market Report and Price Outlook
A comprehensive quarterly report on iridium market fundamentals and integration of future technologies for new and existing end-users.
Green Hydrogen Metals Market and Price Outlook
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.
Heraeus Precious Appraisal and Market Spotlights
In collaboration with Heraeus, this weekly report makes sure all the key precious metal and macroeconomic developments are fully analysed by the SFA team.
Joining the Dots between the PGM markets & prices
Unrivalled insights and definitive answers to PGM purchasing dynamics, metal flows, trading and pricing factors affecting platinum, palladium and rhodium.
Spent Autocatalyst PGM Recycling Mapped
A comprehensive study of recycled autocatalysts from scrapyards, collection, decanners, smelting and refining players, technology developments and economics.
PGM Waste Streams Quantification and Audit
A detailed look at the precious metals recovered from PGM processing plant waste streams at concentrators, smelters and refineries, and tailings dams.
Evaluation of PGM Processing Utilisation
SFA's advanced mineral processing assessment offers offtake opportunities into existing PGM smelting, base metals and precious metals refining facilities.
Global PGM Project Monitor Outlook
DCF scenario modelling analysing the attractiveness of global PGM projects based on incentivised PGM pricing which can motivate new supply.
Global PGM Mine Depletion Assessment
Analytics on the PGM primary production landscape, assessing estimated depletion rates of mines and projects, forecasting ounce loss.
The Long-term Chrome Market Outlook
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.
North America PGM Market Outlook
An assessment of PGM purchasing, trade flows and end-use consumption as well as mapping key industry players for strategic investment.
Southeast Asia PGM Market Outlook
A critical impact study of PGM consumption by country of major-end uses, and future metal requirements by company.
China PGM Market Outlook
Bottom-up evaluation of the precious metals trading environment, regulatory framework, end-use markets, recycling volumes and key players.
India PGM Market Outlook
Detailed market intelligence on PGM demand and supply, major players and the recycling market to assist strategic planning.
Northern Hemisphere PGM Processing Report
Processing analytics, capacity utilisation rates, logistical flows and plant feeds for the PGM smelters, and refineries of North America, Europe and Russia.
Attend our next PGM event
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.