
The SFA (Oxford) Podcast
On The SFA (Oxford) Podcast, we discuss the key, cutting-edge news and insights from the PGM, battery metal, and hydrogen markets.
Find out more here:
https://www.sfa-oxford.com/
Podcasting since 2020 • 28 episodes
The SFA (Oxford) Podcast
Latest Episodes
Cobalt Market Outlook to 2040
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 ...
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15:35

Nickel Market Outlook to 2040
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 migh...
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23:05

Lithium Market Outlook to 2040
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 immens...
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27:55

S01Ep06: The Voice of Reason - President Trump and the IRA, Northvolt's bankruptcy, and JLR's controversial rebrand
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, ...
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21:23

Price pressures and automotive powertrains: Platinum, palladium, rhodium markets to 2040
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. Th...
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12:57
