SFA (Oxford) Podcast

SFA (Oxford)'s Reasons for a New Perspective on PGMs

June 02, 2020 SFA (Oxford) Season 1 Episode 1
SFA (Oxford) Podcast
SFA (Oxford)'s Reasons for a New Perspective on PGMs
Show Notes


  • 00:37 - Why should PGM players consider a new perspective on PGMs. How has COVID-19 impacted metals prices and what are the impacts of this?
  • 09:07 - How can SFA help clients to preserve and extract value in the face of headwinds pertaining to difficult mine economics and depletion rates, over the next few years?
  • 09:53 - How does SFA anticipate recycling will impact PGM players?
  • 12:06 - What are SFA's thoughts on inter-metal substitution trends and how will COVID-19 impact the mix of metals in spent autocatalysts
  • 13:57 - What experience does SFA have advising clients in the recycling sector?
  • 15:49 - How will clients benefit from buying this report in regards to automotive trends and emissions legislation?
  • 20:59 - SFA have included a study on hydrogen fuel cells and electrolysers for the first time. How will this aid fund managers and other institutional investors?
  • 23:07 - How will clients benefit from the new chapter 'ESG reporting within the PGM industry'?
  • 27:28 - What is SFA's link with the University of Oxford?
  • 29:00 - Why will this report specifically benefit SFA clients and what is it's shelf life?


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