Experts across the whole PGM value chain
At the core of SFA (Oxford)'s business is bespoke consulting. We provide detailed, tailored assessments of strategic investment opportunities using our extensive industry expertise to evaluate the impact of the challenges affecting the industry.
Enhancing client strategies with strategic insights
The team works confidentially, often augmenting business planning efforts and assisting with company strategy. Whether you are an OEM wanting to assess the impact of evolving automotive technologies on the market and metal prices, a mining company scheduling shafts or reviewing labour requirements, an investor or miner evaluating projects, a recycler or refiner aiming to extract more value from your business, or an investor seeking to quantify price risk, SFA has the expertise to offer confident and independent direction for your strategic decision-making.
In response to the global Covid-19 outbreak, SFA has completed detailed scenarios examining the impact of the coronavirus on the platinum, palladium, rhodium, ruthenium and iridium markets. We have also completed scenarios on the global chip shortage affecting the auto sector. Please contact us if this analysis could be of assistance to your business in light of the current crises.
PGM consulting solutions
We offer a broad spectrum of services, applying our strategic focus and bespoke approach to meet your needs.
SFA has significant experience in reviewing mine business plans, identifying production risks and reviewing costs down to a half-level basis to improve operational mine planning and enhance performance.
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.
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.
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 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 upside and downside scenarios.
The SFA team has completed many labour workforce projects, analysing demographic trends, forecasting future labour requirements, and working with extensive data sets.
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, backed by our extensive supply and demand databases.
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.
SFA has extensive experience in assessing clients' advanced mineral processing offtake options and evaluating indicative commercial terms at global smelters and refineries.
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.
SFA regularly 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.
Environmental, social and governance solutions
Our breadth of ESG insights enables us to help meet your long-term sustainability targets.
SFA works closely with value chain players to understand how materially significant ESG issues can be integrated into their wider company strategy.
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 future PGM recycling investments.
PGM bespoke research
SFA offers tailored independent market intelligence across all sectors.
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 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 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 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 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'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 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.
Meet the PGM team
Trusted advice from a dedicated team of experts.