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/
Episodes
24 episodes
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...
•
12:57
S01Ep05: The Voice of Reason - The cause and effect of low battery metal prices, investment opportunities, and the latest in lithium, nickel and cobalt
In this episode of The Voice of Reason, SFA's battery team discusses the latest trends and events impacting the battery metals markets.As the industry experiences a depressing environment caused by low prices, we explore why this has ha...
•
27:52
S01Ep04: The Voice of Reason - Would you buy a used EV? The surge in African lithium supply and the latest in cobalt and ESG
The the fourth episode of The Voice of Reason series, SFA's battery metals analysts engage in an insightful debate regarding the purchase of second-hand EVs? Would you buy one?We also discuss the surge in African lithium supply ...
•
29:43
S01Ep03: The Voice of Reason - US/EU tariffs on Chinese EVs, lithium supply latest, and political tensions in the DRC
In the third episode of SFA's Voice of Reason podcast series, our team of battery metals analysts discuss the impact of EU/US tariffs on Chinese EVs, the latest on lithium supply, as well as the recent political issues in the DRC and their pote...
•
18:06
What do hydrogen deposits mean for PGMs?
What do hydrogen deposits mean for PGMs?In this episode, Head of Clean Energy & Sustainability, Dr. Jenny Watts, gives an overview of hydrogen deposits and their potential impact on PGMs.To find out more about SFA's hydrogen...
•
8:24
S01Ep02: The Voice of Reason - New Caledonia's nickel impact and the Oxford Battery Metals Lectures
In the second episode of SFA's Voice of Reason podcast series, our team of battery metals analysts discuss the potential impact of New Caledonia's protests on the nickel market, as well as reviewing the recent Oxford Battery Metals Lectures.
•
12:42
S01Ep01: The Voice of Reason - China's restocking, Russia's sanctions and the DRC's copper climb
This episode marks the first of SFA's Voice of Reason podcast series, which provides a battery metals market update as our team of battery metals analysts discuss and debate the latest trends and events in the lithium, nickel and cobalt markets...
•
21:59
Bridging the upstream-downstream cobalt gap in the North American market
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 pro...
•
20:01
Iridium and ruthenium market update
In this episode of the SFA podcast, Dr Jenny Watts and Alex Biddle return to discuss the latest trends and events im...
•
16:11
EV sales vs battery demand, inventory destocking, and price decline: SFA's Battery Metals Quarterly
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...
•
12:26
Can't live with it, can't live without it: SFA's Cobalt Market Outlook to 2040
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 rel...
•
9:27
Price pressures and automotive powertrains: Platinum, palladium, rhodium markets to 2040
Dr Jenny Watts and Alex Biddle discuss current and future market trends and events and ...
•
15:22
Lithium Supply: Governmental challenges and oilfield brine opportunities
Exxon's involvement in #lithium extraction from
•
5:02
Supply risks intensify for new energy metals: What can the market do?
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 PG...
•
5:39
Supply glut? Indonesia's Nickel supply, China's BEV production, and the rise of the Sodium-ion battery
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 batter...
•
5:44
The Iridium Issue: Opportunities for Thrifting and Recycling | Latest market trends from SFA's Iridium & Ruthenium Quarterly Q2 Report
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 ...
•
6:44
Lithium's second wave: Another price spike in the making
With the demand for electric vehicles rising rapidly, the lithium supply chain is under immense pressure to meet the needs of the automotive industry. Supply is responding to higher prices, but a second demand wave is imminent and the additi...
•
4:30
Latest market trends from SFA's Iridium and Ruthenium Q1 2023 Quarterly Report
SFA (Oxford) has recently released it's latest Iridium and Ruthenium Quarterly Report for Q1 2023. Our Head of Clean Energy and Sustainability reviews the report and the latest impacts to the iridium and ruthenium markets, and its effect on fut...
•
4:16
Blue skies of opportunity in PGM mining and refining
Disclaimer:SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opin...
•
28:52
How do energy transitions impact long-term metal demand?
Disclaimer:SFA (Oxford) Limited has made all reasonable efforts to ensure that the sources of the information provided in this podcast are reliable and the data reproduced are accurate at the time of recording. The analysis and opin...
•
23:02