The SFA (Oxford) Podcast

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 the forefront of the EV revolution in North America and is breaking ground on a $200 million project that will produce up 33,000 metric tons of cobalt sulfate annually.This is the first episode of SFA's special podcast series, where we host players from across the critical minerals value chains, unearthing insights from on-the-ground industry professionals.To find out more about EVelution click here.LinkedIn:Navaid AlamGil Michel-GarciaKimberly BermanSFA (Oxford)

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 Chandler: https://www.linkedin.com/in/thomas-chandler-lithium/Lakshya Gupta: https://www.linkedin.com/in/lakshya-g-a1b27912a/Dan Croft: https://www.linkedin.com/in/daniel-croft/Adele Rouleau: https://www.linkedin.com/in/adele-r-75183b2/

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 the ESG challenges surrounding cobalt supply.For a comprehensive analysis of the trajectory of the cobalt market, SFA (Oxford)’s 2040 Cobalt Market Outlook stands as a crucial resource. This report meticulously examines current and long-term trends influencing global cobalt markets, offering strategic insights for stakeholders navigating the evolving landscape out to 2040.Find out more here:https://www.sfa-oxford.com/cobalt-market-outlook-to-2040/Dr Ralph Grimble: https://www.sfa-oxford.com/about-us/dr-ralph-grimble/ Kimberly Berman: https://www.linkedin.com/in/kimberly-berman/ Lakshya Gupta: https://www.linkedin.com/in/lakshya-g-a1b27912a/ Tom Chandler: https://www.linkedin.com/in/thomas-chandler-lithium/ Adele Rouleau: https://www.linkedin.com/in/adele-r-75183b2/

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 and demand, and their investment vehicles. Released biannually, and tailored to individual client requirements, each report delivers clarity on the key metal markets and is vital in understanding the price risks and sustainability of the market for investment strategising in the PGM value chain. Find out more about the report:https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/biannual-pgm-market-outlook/LinkedIn Profiles:SFA (Oxford)Dr Jenny Watts, Head of Clean Energy and SustainabilityAlex Biddle, Senior Mining AnalystJoel Lacey, Sales and Marketing Specialist

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 more about the report:https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/lithium-ion-battery-metals-quarterly-for-lithium-nickel-and-cobalt/

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:https://www.linkedin.com/in/jenny-watts-96ba3247/

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, gives an overview of recent events and trends in the battery metals markets. For more information:https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/lithium-ion-battery-metals-quarterly-for-lithium-nickel-and-cobalt/Kimberly Berman:https://www.linkedin.com/in/kimberly-berman/https://www.sfa-oxford.com/about-us/meet-the-team/kimberly-berman/Joel Lacey:https://www.linkedin.com/in/joel-lacey123/

Dr Sandeep Kaler, SFA's Market Strategy Analyst, discusses how opportunities for recycling and thrifting can relieve iridium (and ruthenium) supply constraints. The hydrogen economy continues to gather momentum, there is increasing pressure to supply iridium (and ruthenium), which are required to produce green hydrogen. SFA (Oxford) has recently released its latest Iridium and Ruthenium Quarterly Report for Q2 2023.To find out more about the report:https://www.sfa-oxford.com/2040-lithium-market-outlookTo speak to the team:https://www.sfa-oxford.com/contact-usSandeep Kaler:https://www.sfa-oxford.com/about-us/meet-the-team/sandeep-kaler/https://www.linkedin.com/in/sandeep-kaler7/

With the demand for electric vehicles rising rapidly, the lithium supply chain is under immense pressure to meet the needs of the automotive industry. Supply is responding to higher prices, but a second demand wave is imminent and the addition of energy storage is likely to lead to another price spike – but when?SFA (Oxford)'s Principal Lithium Supply Analyst, Thomas Chandler, provides an overview of this ground-breaking report.To find out more about the report:https://www.sfa-oxford.com/2040-lithium-market-outlookTo speak to the team:https://www.sfa-oxford.com/contact-us Thomas Chandler:https://www.sfa-oxford.com/thomas-chandlerhttps://www.linkedin.com/in/thomas-chandler

SFA (Oxford) has recently released it's latest Iridium and Ruthenium Quarterly Report for Q1 2023. Our Head of Clean Energy and Sustainability reviews the report and the latest impacts to the iridium and ruthenium markets, and its effect on future metal prices.

Disclaimer:SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held responsible for any inadvertent and occasional error or lack of accuracy or correctness. SFA accepts no liability for any direct, special, indirect or consequential losses or damages, or any other losses or damages of whatsoever kind, resulting from whatever cause through the use of or reliance on any information contained in the podcast. The material contained herewith has no regard to the specific investment objectives, financial situation or particular need of any specific recipient or organisation. It is not to be construed as a solicitation or an offer to buy or sell any commodities, securities or related financial instruments. The recipient acknowledges that SFA is not authorised by the Financial Conduct Authority to give investment advice. The recording is not to be construed as advice to the recipient or any other person as to the merits of entering into any particular investment. In taking any decision as to whether or not to make investments, the recipient and/or any other person must have regard to all sources of information available to him.© Copyright reserved. All copyright and other intellectual property rights in any and all recordings produced from time to time remain the property of SFA and no person other than SFA shall be entitled to register any intellectual property rights in any recordings or claim any such right in the recordings or the information or data on the basis of which such podcasts are produced. No part of any podcast may be reproduced or distributed in any manner without written permission of SFA. SFA specifically prohibits the redistribution of this podcast, via the internet or otherwise, to non-professional or private investors and accepts no liability whatsoever for the actions of third parties in reliance on this podcast.

Disclaimer:SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held responsible for any inadvertent and occasional error or lack of accuracy or correctness. SFA accepts no liability for any direct, special, indirect or consequential losses or damages, or any other losses or damages of whatsoever kind, resulting from whatever cause through the use of or reliance on any information contained in the podcast. The material contained herewith has no regard to the specific investment objectives, financial situation or particular need of any specific recipient or organisation. It is not to be construed as a solicitation or an offer to buy or sell any commodities, securities or related financial instruments. The recipient acknowledges that SFA is not authorised by the Financial Conduct Authority to give investment advice. The recording is not to be construed as advice to the recipient or any other person as to the merits of entering into any particular investment. In taking any decision as to whether or not to make investments, the recipient and/or any other person must have regard to all sources of information available to him.© Copyright reserved. All copyright and other intellectual property rights in any and all recordings produced from time to time remain the property of SFA and no person other than SFA shall be entitled to register any intellectual property rights in any recordings or claim any such right in the recordings or the information or data on the basis of which such podcasts are produced. No part of any podcast may be reproduced or distributed in any manner without written permission of SFA. SFA specifically prohibits the redistribution of this podcast, via the internet or otherwise, to non-professional or private investors and accepts no liability whatsoever for the actions of third parties in reliance on this podcast.

Timestamps00:37 - 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 autocatalysts13:57 - 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?Disclaimer:SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held responsible for any inadvertent and occasional error or lack of accuracy or correctness. SFA accepts no liability for any direct, special, indirect or consequential losses or damages, or any other losses or damages of whatsoever kind, resulting from whatever cause through the use of or reliance on any information contained in the podcast. The material contained herewith has no regard to the specific investment objectives, financial situation or particular need of any specific recipient or organisation. It is not to be construed as a solicitation or an offer to buy or sell any commodities, securities or related financial instruments. The recipient acknowledges that SFA is not authorised by the Financial Conduct Authority to give investment advice. The recording is not to be construed as advice to the recipient or any other person as to the merits of entering into any particular investment. In taking any decision as to whether or not to make investments, the recipient and/or any other person must have regard to all sources of information available to him.© Copyright reserved. All copyright and other intellectual property rights in any and all recordings produced from time to time remain the property of SFA and no person other than SFA shall be entitled to register any intellectual property rights in any recordings or claim any such right in the recordings or the information or data on the basis of which such podcasts are produced. No part of any podcast may be reproduced or distributed in any manner without written permission of SFA. SFA specifically prohibits the redistribution of this podcast, via the internet or otherwise, to non-professional or private investors and accepts no liability whatsoever for the actions of third parties in reliance on this podcast.