Claim OwnershipThe SFA (Oxford) Podcast
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On The SFA (Oxford) Podcast, we discuss the key, cutting-edge news and insights from the PGM, battery metal, and hydrogen markets.
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https://www.sfa-oxford.com/
29 Episodes
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In this episode of Voice of Reason, we take a closer look at the shifting dynamics of the metals market. Joined by @Lakshya and @Tom, the discussion covers price movements, market sentiment, and what it all means for the future of critical metals. Key highlights from the conversation: 📈 Lithium – discussion on market prices and volatility🔑 Platinum – outlook within the broader metals mix🌍 Critical metals – role in the clean energy transition and long-term demand📊 Market uncertainty – driven b...
SFA's battery team discuss their long-term view of the cobalt market, assessing the ESG and geopolitical risks surrounding supply as well as the demand threats from low-cobalt and cobalt-free battery chemistries. They summarise the episodes by giving their view on how these factors impact cobalt price. Find out more about the Cobalt Market Outlook to 2040 Report here: https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-cobalt-market-report-and-cobalt-price-outlook/
SFA's Nickel Analyst, Dan Croft, and Senior Battery Technology Analyst, Lakshya Gupta, discuss the pressing issues facing the nickel market long-term. They examine the threats that could arise from concentrated regional supply and how this might impact battery technology distribution and EV adoption. They also explore the potential factors that could be price drivers in what seems to be a difficult and complex market. Find out more: https://www.sfa-oxford.com/battery-metals-and-materials/mark...
The entry of corporate giants like ExxonMobil and Saudi Aramco, the deglobalisation of battery supply chains, China’s growing influence, and a transformative surge in energy storage demand have introduced significant uncertainty—but also immense potential. SFA's Principal Lithium Analyst, Tom Chandler, and Battery Technology and Demand Analyst, Lakshya Gupta, discuss the outlook for the lithium market through to 2040, the challenges and opportunities facing the industry, and the potenti...
In this episode of The Voice of Reason, SFA's battery team discusses the latest trends and events impacting the battery metals markets. Now that Donald Trump has been elected to be president, how might his reign differ from Joe Biden's, regarding EV's and battery metals? We also discuss the cause and impact of Northvolt's bankruptcy, as well as express our opinions on JLR's controversial rebrand. The LinkedIn profiles of the participants can be found below: Tom Chandler Lakshya Gupta Dan ...
The latest SFA podcast episode examines how evolving trends in transportation and energy are reshaping the platinum group metals markets. As shifts in vehicle technology create demand uncertainties, PGM producers face ongoing cost pressures. This episode announces the release of SFA's latest ground-breaking market report 'The PGM Market Outlook to 2040'. Find out more here: https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/biannual-pgm-market-outlook/ LinkedIn profiles: Dr...
In this episode of The Voice of Reason, SFA's battery team discusses the latest trends and events impacting the battery metals markets. As the industry experiences a depressing environment caused by low prices, we explore why this has happened and how it has impacted players across the value chain. For some, cost-saving measures are in place; for others, it is a window of opportunity. The LinkedIn profiles of the participants can be found below: Tom Chandler RJ Coetzee Lakshya Gupta Adele...
The the fourth episode of The Voice of Reason series, SFA's battery metals analysts engage in an insightful debate regarding the purchase of second-hand EVs? Would you buy one? We also discuss the surge in African lithium supply following Chinese investment and the potential impact on price, as well as the latest news on cobalt supply and ESG. Date of recording: 01/08/2024 LinkedIn profiles: Lakshya Gupta Thomas Chandler RJ Coetzee Adele Rouleau Joel Lacey SFA (Oxford)
In the third episode of SFA's Voice of Reason podcast series, our team of battery metals analysts discuss the impact of EU/US tariffs on Chinese EVs, the latest on lithium supply, as well as the recent political issues in the DRC and their potential impact on cobalt price. Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets! Recorded on 04/06/24.
What do hydrogen deposits mean for PGMs? In this episode, Head of Clean Energy & Sustainability, Dr. Jenny Watts, gives an overview of hydrogen deposits and their potential impact on PGMs. To find out more about SFA's hydrogen services: https://www.sfa-oxford.com/green-hydrogen-and-fuel-cells/
In the second episode of SFA's Voice of Reason podcast series, our team of battery metals analysts discuss the potential impact of New Caledonia's protests on the nickel market, as well as reviewing the recent Oxford Battery Metals Lectures. Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets! Recorded on 23/05/24.
This episode marks the first of SFA's Voice of Reason podcast series, which provides a battery metals market update as our team of battery metals analysts discuss and debate the latest trends and events in the lithium, nickel and cobalt markets. Stay tuned each month to keep up to speed with these rapidly evolving markets! Recorded on 17/04/24.
In this episode, we engage in a captivating conversation with Navaid Alam and Gil Michel-Garcia, Founder and Co-Founder of EVelution Energy - a pioneering private enterprise dedicated to establishing a carbon-neutral, modular cobalt sulfate processing facility situated in the state of Arizona. Against the backdrop of the IRA and various other influential clean energy initiatives propelling the nationwide advancement of the lithium value chain industry in the United States, EVelution is at t...
In this episode of the SFA podcast, Dr Jenny Watts and Alex Biddle return to discuss the latest trends and events impacting the iridium and ruthenium markets. We discuss the latest on South African supply as well as recent demand trends from the hydrogen economy, among other key topics. This episode is available in light of the recent release of SFA (Oxford)'s Iridium and Ruthenium Quarterly Market Report. To find out more about this essential report, follow this link.
In this episode of The SFA (Oxford) Podcast, our team of consulting analysts on battery metals discuss the recent mine supply and EV market developments that impact the lithium, nickel, and cobalt markets. Find out more about the Battery Metals Quarterly Report: https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/lithium-ion-battery-metals-quarterly-for-lithium-nickel-and-cobalt/ The team: Dr Ralph Grimble: https://www.sfa-oxford.com/meet-the-team/dr-ralph-grimble/ Tom Ch...
With the increasing prevalence of electric vehicles, cobalt has become a key component of the energy transition. However, the rise of alternative battery technologies creates potential challenges to the cobalt market. Upon the recent release of the Cobalt Market Outlook to 2040, consulting analysts from SFA's battery team discuss the surge in alternative battery technologies that pose a potential threat to Cobalt demand, the sensitivity of cobalt price to supply chain 'hiccups', as well as t...
Dr Jenny Watts and Alex Biddle discuss current and future market trends and events and their potential impacts out to 2040. This episode supports the recent release of SFA's ground-breaking PGM Market Outlook out to 2040, an in-depth, forward-looking report on the current and long-term trends and influences acting on the global platinum group metals markets. This report examines the changing nature of the PGM markets out to 2040, following the influences acting on their sources of supply an...
Exxon's involvement in #lithium extraction from #oilfield #brines and the potential opportunities that could arise, the latest developments in Ganfeng's Sonora concession cancellations, and the impact that new mine supply has on our short- to medium-term metal #price forecasts; Principal Lithium Analyst, Thomas Chandler, overviews the key trends and topics covered in our new Q3 Battery Metals Quarterly Report, which analyses recent events and trends in the #batterymetals market. Find out mor...
SFA (Oxford)'s Head of Clean Energy and Sustainablity, Dr Jenny Watts, provides a helpful overview of the issues surrounding iridium and ruthenium supply. Our market outlook to 2027 provides insight into the impacts of falling PGM prices and Eskom load-shedding on already strained supply, while analysing demand trends incurred by the hydrogen economy. Find out more: https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/iridium-and-ruthenium-market-report/ Dr Jenny Watts: htt...
SFA (Oxford) has just released its Q2 Battery Metals Quarterly Report, in which we present our latest market outlook for lithium, nickel, and cobalt out to 2027. This unique report analyses recent events and trends in the battery metals market, giving insight into the supply and demand impacts of the ramp-up of BEV production from China, developments in next-generation battery technology, and providing short- to medium-term metal price forecasts. Battery metals expert, Kimberly Berman...
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