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Jamie Underwood

Principal Consultant
MSc, BEng (Hons), ACSM

Jamie works in these teams
  • Consulting Lead
  • Executive Committee
  • Platinum Group Metals
  • Battery Metals and Materials
  • Sustainability and ESG
  • Strategy Development
  • Optimisation and Performance
  • Human Capital Management
  • Chinese Market Intelligence
  • Industrial PGM Demand
  • PGM Recycling
  • Ruthenium and Iridium
  • Lithium-ion Battery Recycling
  • Critical Minerals Research
  • Rare Earths and Minor Metals
  • Mine and Project Benchmarking
  • Price risk management toolkit
  • Value Chain Analytics
  • Client Relations
Expertise and career highlights

Jamie has extensive expertise in critical minerals, metals markets, and geopolitical risk. He has led high-level strategic consulting projects at SFA (Oxford). Over the past 15 years, he has played a pivotal role in more than 80 highly sensitive assignments, delivering critical insights to executives and policymakers navigating the complex landscape of global supply chains.

As a Principal Consultant for over five years, Jamie has spearheaded consulting projects and strategic initiatives focusing on critical minerals, platinum group metals (PGMs), and battery metals. His work encompasses supply chain risk assessment, due diligence, and high-level strategic analysis, helping industry stakeholders and governments develop robust sourcing and investment strategies in an era of growing geopolitical tensions.

Jamie has been instrumental in mapping PGM and battery metal supply chains, supporting purchasing strategies, and conducting due diligence on battery metal recycling. His expertise extends to the availability of iridium for green hydrogen production, a critical area in the transition to a low-carbon economy. He has also collaborated with SFA's retired founder, Stephen Forrest, on due diligence and operating strategy formulation for key players in the PGM and battery metals industries.

His research has had a lasting impact on policy and industry strategy. In 2018, Jamie co-led a deep-dive analysis of future cities and mobility solutions to 2050, evaluating the evolution of autonomous transport and developing the world’s first Uber services cost curves. His insights have guided mobility start-ups and corporate strategy teams in navigating the challenges of future transport infrastructure.

Jamie has built a distinguished career in strategic consulting since joining SFA (Oxford) as a Mining Analyst in 2010. Progressing through roles as a Strategy Analyst and Senior Strategy Analyst, he developed deep expertise in market analysis, supply chain evaluations, and investment strategies across the mining and metals sectors. His background in analysing mining operations and global market conditions has positioned him as a key adviser on the intersection of critical minerals, supply security, and geopolitics.

Between consulting projects, Jamie is heavily involved in SFA's events and marketing campaigns, brand development, and designing and delivering SFA's current website. Throughout his career at SFA, he has trained and upskilled the team and mentored new analysts.

Jamie joined SFA as a graduate of Camborne School of Mines (BEng Mining Engineering) and the University of Aberdeen (MSc Oil and Gas Enterprise Management), with prior work experience at Golden Star Resources in Ghana (2006) and Altus Strategies (2007).


 

 

Jamie works in these teams
  • Consulting Lead
  • Executive Committee
  • Platinum Group Metals
  • Battery Metals and Materials
  • Sustainability and ESG
  • Strategy Development
  • Optimisation and Performance
  • Human Capital Management
  • Chinese Market Intelligence
  • Industrial PGM Demand
  • PGM Recycling
  • Ruthenium and Iridium
  • Lithium-ion Battery Recycling
  • Critical Minerals Research
  • Rare Earths and Minor Metals
  • Mine and Project Benchmarking
  • Price risk management toolkit
  • Value Chain Analytics
  • Client Relations

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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