SFA (Oxford)

In this episode of The Voice of Reason, SFA's battery metals experts discuss the latest trends and events impacting the battery metals markets. Now that Donald Trump has been elected president, how might his reign differ from Joe Biden's regarding EVs and battery metals? We also discuss the cause and impact of Northvolt's bankruptcy, as well as JLR's rebrand. Have a listen to the full episode here: https://lnkd.in/eDtkkt8w Discover SFA's Battery Metals Service here: https://lnkd.in/e5e2tyRz

As global shifts in powertrain technology and the hydrogen economy continue to evolve, the PGM market faces new challenges and opportunities. Listen to SFA's latest podcast as industry experts Jenny Watts and Alex Biddle break down: 🚗 The impact of hybrid and electric vehicle adoption on PGM demand 📉 How cost pressures are reshaping production strategies for key mining regions 🔍 The influence of global economic and geopolitical factors on PGM supply dynamics Listen and learn more about SFA's crucial insights to 2040: https://lnkd.in/eet_7M9j This episode announces the release of SFA's latest PGM Market Outlook to 2040, an in-depth, forward-looking report on the current and long-term trends influencing the global platinum, palladium, and rhodium markets and prices through 2040. It's an essential resource for strategic decision-makers. The far-reaching report provides price direction and market trends to 2040, covering: 💵 The economic strain on mining companies and the impact on PGM supplies 🚗 Evolving trends and the use of PGMs in light-duty and heavy-duty vehicles ♻️ Recycling volumes out to 2040 and assessment of key drivers and challenges 🌊 The outlook for the hydrogen economy and its impact on PGM demand 📈 Alternative future scenarios for supply and demand variables #PGM #Mining #HydrogenEconomy #ElectricVehicles #Platinum #Palladium #Rhodium

Listen to the latest episode of SFA's podcast The Voice of Reason in which our battery team discuss the latest market trends and events impacting the lithium, nickel and cobalt prices. In this episode, we explore: 🔋 The current low-price landscape 🔋 The EV outlook for Europe 🔋 China's economic stimulus efforts 🔋 Rio Tinto's agreed acquisition of Arcadium Lithium 🔋 Opportunities elsewhere 🔋 Key takeaways from recent battery conferences 🔋 The latest on cobalt supply from the DRC Listen to the full episode here: https://lnkd.in/e5e2tyRz #lithiumprice #batterymetals #podcast #criticalminerals #electricvehicles

SFA (Oxford) recently attended the Paris Motor Show which showcased the latest innovations and designs from the world’s leading automotive brands, and how they envisage what the future of mobility could look like.

As New York #PlatinumWeek draws to a close, SFA (Oxford) has released its annual publication 'The Palladium Standard'. With the fall of #palladium and #rhodium #prices, this year’s publication focuses particularly on the importance of by-product credits for #PGM producers. Download your complimentary copy here: https://lnkd.in/e_aJWjmX

Would you buy a second-hand EV? In The Voice of Reason podcast, SFA (Oxford)'s team of consulting analysts discuss the latest trends impacting the #lithium, #nickel and #cobalt markets. In the latest episode, they discussed the rise of second-hand EV sales, debating whether they would buy one or not. They also addressed the surge in African lithium supply, as well as the latest cobalt and #ESG developments. Listen to the full episode here: https://lnkd.in/e5e2tyRz #EV #electricvehicle #UsedEV

SFA (Oxford) has just released its latest ground-breaking study, conducted over six intensive months, which offers the most in-depth and unparalleled evaluation of the autocatalyst #recycling market having undertaken extensive stakeholder interviews throughout the entire supply chain, from scrap yards to #refiners. If your business is affected in any way by autocatalyst recycling volumes, this is an essential 200-page tool to evaluate risks and understand the upside and downside influences on flows going forward. Find out more and register your interest here: https://lnkd.in/efmrmbD8 #platinum #palladium #rhodium #PGMs

Why has US EV adoption been so low, especially since Tesla is a homegrown success story? Although there are many consumer preference hurdles that need to be overcome, we also see a chicken-and-egg problem between the auto and the energy sectors playing out that will need to be addressed before we see robust growth in EV adoption seen in other markets.  Read the full article: https://lnkd.in/ehP26RFq #evadoption #electricvehicle #US

In the third episode of SFA's Voice of Reason podcast series, our team of #batterymetals analysts discuss some of the themes that feature in this quarter's edition of SFA's Battery Metals Service. 🔋 The potential impact of #US and #EU #tariffs on #ChineseEVs sales 🔋 The latest on #lithium supply 🔋 The political tensions in the #DRC and their potential impact on the #cobalt market. Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets! Listen to the full episode here and find out more about SFA's Battery Metals Service: https://lnkd.in/gRB54_Nz

Earlier this month I had the privilege of attending the Indonesia Critical Minerals Conference 2024 and to speak on a panel discussing the development of battery materials supply chains. Two things that really stuck out for me when talking to fellow delegates during the week in Jakarta were: ✅ Just how efficient the nickel industry has grown in Indonesia in the last five years, both in terms of deployment of FDI and in the new operations themselves (1+1 years for construction and ramp up of HPAL appears to be the new norm!) ✅ The recognition that reducing the environmental impact of Indonesian nickel is a cornerstone issue for local producers. Many of the largest producers are now putting in place plans to source alternative renewable power sources, which on a CO2 footprint basis, could put them in line with Australian and northern hemisphere operations. This puts (more) question marks over the argument for green nickel premiums from the 'western' producers. A big thanks to all attendees, Shanghai Metals Market and Meidy Katrin for an insightful few days. In these volatile times, collaboration is key. Let's keep the conversation going! 🤝 #CriticalMinerals #batterymetals #nickel #cobalt #MiningIndustry #SustainableMining #IndustryInsights