The SFA (Oxford) Podcast

This episode marks the first of SFA's battery metals market update, where 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 pr

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

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-nic

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 po

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 th

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 Bat

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-o

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 tech

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 Ruth