19 episodes

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/

The SFA (Oxford) Podcast SFA (Oxford)

    • News

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/

    S01Ep02: Plugged-In Podcast - New Caledonia's nickel impact and the Oxford Battery Metals Lectures

    S01Ep02: Plugged-In Podcast - New Caledonia's nickel impact and the Oxford Battery Metals Lectures

    In the second episode of SFA's Plugged-In 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.

    • 12 min
    S01Ep01: Plugged-In Podcast - China's restocking, Russia's sanctions and the DRC's copper climb

    S01Ep01: Plugged-In Podcast - China's restocking, Russia's sanctions and the DRC's copper climb

    This episode marks the first of SFA's battery metals market update, where 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.

    • 21 min
    Bridging the upstream-downstream cobalt gap in the North American market

    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...

    • 20 min
    Iridium and ruthenium market update

    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 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.

    • 16 min
    EV sales vs battery demand, inventory destocking, and price decline: SFA's Battery Metals Quarterly

    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 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:...

    • 12 min
    Can't live with it, can't live without it: SFA's Cobalt Market Outlook to 2040

    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 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...

    • 9 min

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