Intelligence on the sustainable energy revolution
SFA (Oxford)'s hydrogen metals market report joins the dots between the hydrogen economy and the critical PGMs required for decarbonising industry and transport. Our proprietary report unlocks the current and future demands for precious metals (Pt, Ir, and Ru) used in electrolysers and fuel cells for the hydrogen economy.
The sustainable energy revolution
Throughout SFA (Oxford)’s history, we have provided our clients with unparalleled analytical insights, showing that technological innovation, legislation and business developments all point to the greater adoption of electrolyser and hydrogen fuel cell technology as a global key clean energy solution.
We have worked with clients in the hydrogen fuel cell space on projects ranging from assessing the role of fuel cell vehicles in underground mining to understanding the supply and pricing dynamics of platinum, iridium and ruthenium to assess the long-term viability of the hydrogen market, through to assisting investors seeking an understanding of the industry and the role of the PGMs in its future.
Naturally, transport remains one of the most visible applications of fuel cell technology and SFA (Oxford)'s PGM demand forecast model enables us to identify the growth opportunities and mitigate the risk. Nearly 20 years of forecasting PGM demand in autocatalysts — light-duty and heavy-duty, gasoline and diesel, in regions subject to a range of air quality standards – has enabled us to move seamlessly into forecasting demand for the critical metals deployed in hydrogen fuel cell vehicles and hydrogen production. The key themes in our bespoke reporting include:
Identification and analysis of the commercial hydrogen chain players, and association developments.
Evolving technology and patents.
Critical project investments, as well as government and regional policy developments supporting the hydrogen sector.
Main markets, including electrolysers and fuel cells in different transport modes (trucks, buses, trains, ships, cars and more) and the timescale for regional and global growth.
The critical role of platinum, iridium and ruthenium in the hydrogen economy and forecast end-use demand.
Evaluating the risks from competing technologies and how hydrogen fuel cell-based technologies can be competitive.
Who should read this report?
Hydrogen focused end-users, fabricators and investors in need of an independent picture of the supply, demand, stocks and pricing of the iridium market and its evolving technologies and new applications, including opportunities, threats and substitutes, as well as an understanding of price risks.
Live Q&A with the analysts
Our report is supported by a video call, most often hosted through MS Teams, which is led by Dr Jenny Watts to run through our findings, and address any further questions your team may have.
The Hydrogen Team
Contact one of our team for more details.
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.
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.
DCF scenario modelling analysing the attractiveness of global PGM projects based on incentivised PGM pricing which can motivate new supply.
An evaluation on future 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.
Other Hydrogen market reports
Explore other reports our clients use regularly.