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Global PGM Project Monitor

Market outlook

Assessing the impact and landscape of future PGM projects

SFA (Oxford) can provide up-to-date analysis on global proven, probable and possible PGM projects. Our DCF scenario modelling analyses the attractiveness of these PGM projects based on incentivised platinum, palladium and rhodium pricing, which can motivate new supply based on future platinum, palladium and rhodium supply and demand fundamentals to 2040, following exploration, feasibility, brownfield, greenfield, replacement depletion assessments of industry reserves and resources. Where possible, we include operating and CAPEX extrapolations, company strategy, the availability of downstream projecting, the ability to meet legislative requirements, other external factors and overall project feasibility. We rank the peer group of projects, using a set of criteria, scoring each project to compare them and ascertain the most likely timeline for project execution and achievement of steady-state production. The evaluation takes account of macro and regional economic factors, reasoned metal price forecasts and the evolution of powertrains. We examine the critical project impacting factors and the reasons for any outperformance or underperformance within the global peer group of producers.

Contact one of our team for more details

Henk de Hoop

Chief Executive Officer

Beresford Clarke

Managing Director: Technical & Research

David Mobbs

Head of Marketing

Kimberly Berman

Energy Transition Technology and Metals Specialist

Yoshi Mizoguchi Owen

Marketing Associate: Japan

Jamie Underwood

Principal Consultant

Adele Rouleau

ESG and Critical Minerals Lead

Joel Lacey

Sales and Marketing Specialist

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Attend our next PGM event

The Oxford Platinum Lectures

Friday, 10 May 2024

New York 05:30 (EDT), London 10:30 (BST), Frankfurt 11:30 (CEST), Johannesburg 11:30 (SAST), Moscow 12:30 (MSK), Tokyo 18:30 (JST)

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New York PGM Lectures

Tuesday, 10 September 2024

New York 05:00 (EDT), London 10:00 (BST), Frankfurt 11:00 (CEST), Johannesburg 11:00 (SAST), Moscow 12:00 (MSK), Tokyo 18:00 (JST)

Watch again

Our special event returns to New York Platinum Week, discussing global events impacting the palladium market.

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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