Investors
Trusted advisors for investors and traders
For the investment sector, SFA (Oxford) is well known for providing commodity intelligence for global investment banks, funds, commodity trading houses, institutional and private investors and family wealth offices, and completed comprehensive global due diligence appraisals on behalf of investors.
SFA’s tailored Board-level Market Intelligence Briefings provide executive management with in-depth, forward-looking intelligence covering the current and future trends and influences acting on global commodities, – information essential for future business planning and strategic decision-making. These reports are often delivered to coincide with scheduled Board meetings and reporting requirements, providing management with a concise digest of all the key industry facts, figures and forecasts.
Case studies
Analysis of the unique properties of platinum
Platinum application showcases
An analysis was carried out of the unique properties of the metal and its value-adding contribution to the processes and reactions required for many mission-critical, high-performance, and everyday products.
Debt finance
Industry and market analysis for global investment banks
SFA (Oxford) has completed PGM industry analysis and market intelligence for global investment banks that provide debt finance to mining companies.
Development of mineral rights portfolios
Global investment appraisal
Comprehensive strategic appraisals of global exploration projects have been completed by SFA (Oxford) on behalf of an investor.
Enhanced Investment Memorandum
Linking the use of PGMs in strategic applications with favourable investment returns
SFA (Oxford) assisted in the production of an Investment Memorandum (IM) for a client, providing clear insight into the benefits of PGM, how the use of PGM in innovative new technologies is rising.
PGM: Joining the dots between metal flows and price setting
The real world of PGM pricing
The PGM: Joining the dots between metal flows and price-setting report contains unrivalled insight, with over 300 pages of detailed analysis, commentary and charts providing unique exploration of the purchasing dynamics between market participants, the complexity of the associated price web and which factors drive metal prices for platinum, palladium and rhodium.
Gold marketing intelligence
Gold cost study
SFA (Oxford) provided gold market intelligence to hedge funds on a quarterly basis, including macroeconomic developments, price forecasts, and market fundamentals. SFA’s analysts have managed databases, researching and compiling detailed production and cost data on over 340 gold mines and projects.
Contextualising prospects for the hydrogen economy — for a Family Wealth Office
Hydrogen market assessment
A market evaluation including assessing how technology shifts, legislative changes, and environmental issues will impact markets, and evaluation of niche applications in new end-uses and the long-term sustainability of these applications.
Solutions for investors
Due diligence studies and 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 future funding from investors and lenders.
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 robust market support.
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 upside and downside scenarios.
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.
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, backed by our extensive supply and demand databases.
PGM markets and supply risk dashboards
SFA provides regular data flows of mine supply and metallurgical pipelines, basket prices, mine economics, and future supply and demand profiles to assist strategic decision-making and supply-chain purchasing.
'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 to complement future strategic decision-making.
Investor Board packs and roadshows
SFA regularly 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.
Corporate ESG strategy and stewardship
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
Peer-group ESG benchmarking
SFA's benchmarking of PGM producers on material ESG factors generates high-resolution insights for sustainability-conscious investors.
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 future PGM recycling investments.
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.
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.
Heraeus Precious Appraisal
Rand strength could help lift the platinum price
31 January 2022 | SFA (Oxford) & Heraeus – Edition 2
Iridium and ruthenium were the only winners in 2021
17 January 2022 | SFA (Oxford) & Heraeus – Edition 1
Low-cost PGM ounces from Zimbabwe reaching record levels
13 December 2021 | SFA (Oxford) & Heraeus – Edition 44
Platinum and gold ETFs retreat in 2021
29 November 2021 | SFA (Oxford) & Heraeus – Edition 43
Our industry value chain expertise
Market Outlook Reports for Investors
The PGM Quarterly Market Outlook (3-year forecast)
Released every three months, this price risk-focused report details-impacting factors for platinum, palladium and rhodium markets for the next three years.
The 2031 PGM Market Outlook
Released Bi-annually, our highly-detailed 10-year view provides current, and long-term trends and influences acting on the global PGM markets.
The 2040 PGM Market Outlook
Released annually, this ground-breaking forward-looking report analyses the influences and trends on the PGM markets between 2030 and 2040.
The Ruthenium Market Outlook to 2025
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.
The Iridium Market Outlook to 2025
A comprehensive quarterly report on iridium market fundamentals and integration of future technologies for new and existing end-users.
Green Hydrogen Metals Market 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 Metal Flows and Prices
Unrivalled insights and definitive answers to PGM purchasing dynamics, metal flows, trading and pricing factors affecting platinum, palladium and rhodium.
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.
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.
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.
Southeast Asia PGM Market Outlook
A critical impact study of PGM consumption by country of major-end uses, and future metal requirements by company.
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.
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.