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 ...

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...

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...

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, ...

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...