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Black swan events and market impacts

Value chain consulting

Look beyond the horizon with an experienced team

Sometimes events happen that change the course of the battery metals and materials market – prices, supply, demand – be it a short-term perturbation or something that leads to a longer-term structural revision. SFA (Oxford)'s unique analytical depth enables us to provide our clients with a rolling view of the impact of such sudden events in terms that are useful and relevant to them.

Assessing market fallout in lithium, nickel and cobalt terms after unusual events

This includes risk management scenarios, covering a range of impacts, especially useful where the situation is still changing and the full extent of the disruption is unclear.

We continue to gather and process data throughout such events, to provide our clients with regular updates. Examples of some of the major events we cover in this way include:

  • Covid-19 disruption to mine output and automotive sales.

  • Deepening semiconductor chip shortage impact on automotive production and electric vehicle forecasts.

  • Processing events and delays to refined output such as flooding at Norilsk mines reaching the market.

Our clients have been receiving regular updates on the progress to business-as-usual following these unforeseen events. Each update includes a revised estimate of the latest supply and/or demand situation, enabling our clients to make well-informed decisions for their business.

Become a regular SFA client

Contact one of our team for more details.

Henk de Hoop

Chief Executive Officer

Beresford Clarke

Managing Director: Technical & Research

Lakshya Gupta

Senior Battery Technologies Analyst

Jamie Underwood

Principal Consultant

Thomas Chandler

Principal Market Analyst

Jordan Roberts

Senior Battery Metals Analyst

Carol Lu

Associate Principal Analyst: China

Nelsa Martins

Consultant Metallurgist

Angus Butterfield

Consultant Analyst − Mining and Supply

Other consulting solutions

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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.

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