The SFA (Oxford) Podcast

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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/

  1. HÁ 3 DIAS

    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. This episode announces the release of SFA's latest ground-breaking market report 'The PGM Market Outlook to 2040'.Find out more here:https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/biannual-pgm-market-outlook/LinkedIn profiles:Dr Jenny...

    13min

  2. 21 DE OUT.

    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 happened and how it has impacted players across the value chain. For some, cost-saving measures are in place; for others, it is a window of opportunity.The LinkedIn profiles of the participants can be found below:Tom Chandler RJ Coetzee Lakshya GuptaAdele Rouleau...

    28min

  3. 9 DE AGO.

    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 following Chinese investment and the potential impact on price, as well as the latest news on cobalt supply and ESG.Date of recording: 01/08/2024LinkedIn profiles:Lakshya GuptaThomas ChandlerRJ CoetzeeAdele RouleauJoel LaceySFA (Oxford)

    30min

  4. 8 DE JUL.

    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 potential impact on cobalt price.Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets!Recorded on 04/06/24.

    18min

  5. 3 DE JUN.

    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 services:https://www.sfa-oxford.com/green-hydrogen-and-fuel-cells/

    8min

  6. 24 DE MAI.

    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.Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets!Recorded on 23/05/24.

    13min

  7. 15 DE MAI.

    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.Stay tuned each month to keep up to speed with these rapidly evolving markets!Recorded on 17/04/24.

    22min

  8. 29 DE FEV.

    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 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...

    20min
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Sobre

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/

Informações

  • Criado por
    SFA (Oxford)
  • Anos de atividade
    2 mil
  • Episódios
    24
  • Classificação
    Livre
  • Copyright
    © 2024 SFA (Oxford) Ltd
  • Site do podcast
    The SFA (Oxford) Podcast

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