
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.
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The SFA (Oxford) Podcast
Lithium Market Outlook to 2040
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SFA (Oxford)
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 immense potential.
SFA's Principal Lithium Analyst, Tom Chandler, and Battery Technology and Demand Analyst, Lakshya Gupta, discuss the outlook for the lithium market through to 2040, the challenges and opportunities facing the industry, and the potential impact on price.
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