The SFA (Oxford) Podcast

Voice of Reason – Q2’25 Podcast

β€’ SFA (Oxford)

In this episode of Voice of Reason, we take a closer look at the shifting dynamics of the metals market. Joined by @Lakshya and @Tom, the discussion covers price movements, market sentiment, and what it all means for the future of critical metals.

Key highlights from the conversation:

  • πŸ“ˆ Lithium – discussion on market prices and volatility
  • πŸ”‘ Platinum – outlook within the broader metals mix
  • 🌍 Critical metals – role in the clean energy transition and long-term demand
  • πŸ“Š Market uncertainty – driven by global economic conditions and supply chain pressures
  • πŸ”„ Recovery signals – early trends pointing towards possible stabilization
  • πŸ’‘ Context and timing – the importance of date-stamping insights for credibility

The market continues to evolve, but these conversations provide valuable context on how the industry views opportunities and challenges.

πŸ‘‰ Tune in to the Voice of Reason podcast to listen to the full discussion.