The SFA (Oxford) Podcast SFA (Oxford)

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 processing facility situated in the state of Arizona.

Against the backdrop of the IRA and various other influential clean energy initiatives propelling the nationwide advancement of the lithium value chain industry in the United States, EVelution is at the forefront of the EV revolution in North America and is breaking ground on a $200 million project that will produce up 33,000 metric tons of cobalt sulfate annually.

This is the first episode of SFA's special podcast series, where we host players from across the critical minerals value chains, unearthing insights from on-the-ground industry professionals.

To find out more about EVelution click here.

LinkedIn:
Navaid Alam
Gil Michel-Garcia
Kimberly Berman
SFA (Oxford)

In this episode of the SFA podcast, Dr Jenny Watts and Alex Biddle return to discuss the latest trends and events impacting the iridium and ruthenium markets. We discuss the latest on South African supply as well as recent demand trends from the hydrogen economy, among other key topics.

This episode is available in light of the recent release of SFA (Oxford)'s Iridium and Ruthenium Quarterly Market Report. To find out more about this essential report, follow this link.

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 Metals Quarterly Report:
https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/lithium-ion-battery-metals-quarterly-for-lithium-nickel-and-cobalt/

The team:
Dr Ralph Grimble: https://www.sfa-oxford.com/meet-the-team/dr-ralph-grimble/
Tom Chandler: https://www.linkedin.com/in/thomas-chandler-lithium/
Lakshya Gupta: https://www.linkedin.com/in/lakshya-g-a1b27912a/
Dan Croft: https://www.linkedin.com/in/daniel-croft/
Adele Rouleau: https://www.linkedin.com/in/adele-r-75183b2/

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 release of the Cobalt Market Outlook to 2040, consulting analysts from SFA's battery team discuss the surge in alternative battery technologies that pose a potential threat to Cobalt demand, the sensitivity of cobalt price to supply chain 'hiccups', as well as the ESG challenges surrounding cobalt supply.

For a comprehensive analysis of the trajectory of the cobalt market, SFA (Oxford)’s 2040 Cobalt Market Outlook stands as a crucial resource. This report meticulously examines current and long-term trends influencing global cobalt markets, offering strategic insights for stakeholders navigating the evolving landscape out to 2040.

Find out more here:
https://www.sfa-oxford.com/cobalt-market-outlook-to-2040/

Dr Ralph Grimble: https://www.sfa-oxford.com/about-us/dr-ralph-grimble/
Kimberly Berman: https://www.linkedin.com/in/kimberly-berman/
Lakshya Gupta: https://www.linkedin.com/in/lakshya-g-a1b27912a/
Tom Chandler: https://www.linkedin.com/in/thomas-chandler-lithium/
Adele Rouleau: https://www.linkedin.com/in/adele-r-75183b2/

Dr Jenny Watts and Alex Biddle discuss current and future market trends and events and their potential impacts out to 2040.

This episode supports the recent release of SFA's ground-breaking PGM Market Outlook out to 2040, an in-depth, forward-looking report on the current and long-term trends and influences acting on the global platinum group metals markets. This report examines the changing nature of the PGM markets out to 2040, following the influences acting on their sources of supply and demand, and their investment vehicles.

Released biannually, and tailored to individual client requirements, each report delivers clarity on the key metal markets and is vital in understanding the price risks and sustainability of the market for investment strategising in the PGM value chain.

Find out more about the report:
https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/biannual-pgm-market-outlook/

LinkedIn Profiles:
SFA (Oxford)
Dr Jenny Watts, Head of Clean Energy and Sustainability
Alex Biddle, Senior Mining Analyst
Joel Lacey, Sales and Marketing Specialist

Exxon's involvement in #lithium extraction from #oilfield #brines and the potential opportunities that could arise, the latest developments in Ganfeng's Sonora concession cancellations, and the impact that new mine supply has on our short- to medium-term metal #price forecasts; Principal Lithium Analyst, Thomas Chandler, overviews the key trends and topics covered in our new Q3 Battery Metals Quarterly Report, which analyses recent events and trends in the #batterymetals market.

Find out more about the report:
https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/lithium-ion-battery-metals-quarterly-for-lithium-nickel-and-cobalt/