Voice of Reason – Q2’25 Podcast

Cobalt Market Outlook to 2040

Nickel Market Outlook to 2040

Lithium Market Outlook to 2040

S01Ep06: The Voice of Reason - President Trump and the IRA, Northvolt's bankruptcy, and JLR's controversial rebrand

Price pressures and automotive powertrains: Platinum, palladium, rhodium markets to 2040

S01Ep05: The Voice of Reason - The cause and effect of low battery metal prices, investment opportunities, and the latest in lithium, nickel and cobalt

S01Ep04: The Voice of Reason - Would you buy a used EV? The surge in African lithium supply and the latest in cobalt and ESG

S01Ep03: The Voice of Reason - US/EU tariffs on Chinese EVs, lithium supply latest, and political tensions in the DRC

What do hydrogen deposits mean for PGMs?

S01Ep02: The Voice of Reason - New Caledonia's nickel impact and the Oxford Battery Metals Lectures

S01Ep01: The Voice of Reason - China's restocking, Russia's sanctions and the DRC's copper climb

Bridging the upstream-downstream cobalt gap in the North American market

Iridium and ruthenium market update

EV sales vs battery demand, inventory destocking, and price decline: SFA's Battery Metals Quarterly

Can't live with it, can't live without it: SFA's Cobalt Market Outlook to 2040

Price pressures and automotive powertrains: Platinum, palladium, rhodium markets to 2040

Lithium Supply: Governmental challenges and oilfield brine opportunities

Supply risks intensify for new energy metals: What can the market do?

Supply glut? Indonesia's Nickel supply, China's BEV production, and the rise of the Sodium-ion battery