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...

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...

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...

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...

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...

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 PGM prices and Eskom load-shedding on already strained supply, while analysing demand trends incurred by the hydrogen economy. Find out more: https://www.sfa-oxford.com/platinum-group-metals/pgm-market-reports/iridium-and-ruthenium-market-report/ Dr Jenny...

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 battery metals market, giving insight into the supply and demand impacts of the ramp-up of BEV production from China, developments in next-generation battery technology, and providing short- to medium-term metal price forecasts. Battery metals expert, Kimberly Berman,...

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 to supply iridium (and ruthenium), which are required to produce green hydrogen. SFA (Oxford) has recently released its latest Iridium and Ruthenium Quarterly Report for Q2 2023. To find out more about the...

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 addition of energy storage is likely to lead to another price spike – but when? SFA (Oxford)'s Principal Lithium Supply Analyst, Thomas Chandler, provides an overview of this ground-breaking report. To find out more about the...

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 future metal prices.

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 opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held...

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 opinions set out in the podcast constitute a judgement as of the date of the recording and are subject to change without notice. Therefore, SFA cannot warrant the accuracy and completeness of the data and analysis contained in this podcast. SFA cannot be held...

Timestamps 00:37 - Why should PGM players consider a new perspective on PGMs. How has COVID-19 impacted metals prices and what are the impacts of this?09:07 - How can SFA help clients to preserve and extract value in the face of headwinds pertaining to difficult mine economics and depletion rates, over the next few years?09:53 - How does SFA anticipate recycling will impact PGM players?12:06 - What are SFA's thoughts on inter-metal substitution trends and how will COVID-19 impact the mix of...