The SFA (Oxford) Podcast

Hosted by SFA (Oxford)

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Latest episode

Aug 2025

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EN-GB

About the show

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/

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29 recent

August 22, 202525 min

Voice of Reason – Q2’25 Podcast

In this episode of Voice of Reason, we take a closer look at the shifting dynamics of the metals market. Joined by @Lakshya and @Tom, the discussion covers price movements, market sentiment, and what it all means for the future of critical metals.Key highlights from the conversation:📈 Lithium – discussion on market prices and volatility🔑 Platinum – outlook within the broader metals mix🌍 Critical metals – role in the clean energy transition and long-term demand📊 Market uncertainty – driven by global economic conditions and supply chain pressures🔄 Recovery signals – early trends pointing towards possible stabilization💡 Context and timing – the importance of date-stamping insights for credibilityThe market continues to evolve, but these conversations provide valuable context on how the industry views opportunities and challenges.👉 Tune in to the Voice of Reason podcast to listen to the full discussion.

March 3, 202515 min

Cobalt Market Outlook to 2040

SFA's battery team discuss their long-term view of the cobalt market, assessing the ESG and geopolitical risks surrounding supply as well as the demand threats from low-cobalt and cobalt-free battery chemistries. They summarise the episodes by giving their view on how these factors impact cobalt price.Find out more about the Cobalt Market Outlook to 2040 Report here:https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-cobalt-market-report-and-cobalt-price-outlook/

February 13, 202523 min

Nickel Market Outlook to 2040

SFA's Nickel Analyst, Dan Croft, and Senior Battery Technology Analyst, Lakshya Gupta, discuss the pressing issues facing the nickel market long-term. They examine the threats that could arise from concentrated regional supply and how this might impact battery technology distribution and EV adoption. They also explore the potential factors that could be price drivers in what seems to be a difficult and complex market.Find out more:https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-nickel-market-report-and-nickel-price-outlook/

February 6, 202527 min

Lithium Market Outlook to 2040

The entry of corporate giants like ExxonMobil and Saudi Aramco, the deglobalisation of battery supply chains, China’s growing influence, and a transformative surge in energy storage demand have introduced significant uncertainty—but also immense potential. SFA's Principal Lithium Analyst, Tom Chandler, and Battery Technology and Demand Analyst, Lakshya Gupta, discuss the outlook for the lithium market through to 2040, the challenges and opportunities facing the industry, and the potential impact on price. Find out more:https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-lithium-market-report-and-lithium-prices-outlook/

December 10, 202421 min

S01Ep06: The Voice of Reason - President Trump and the IRA, Northvolt's bankruptcy, and JLR's controversial rebrand

In this episode of The Voice of Reason, SFA's battery team discusses the latest trends and events impacting the battery metals markets.Now that Donald Trump has been elected to be president, how might his reign differ from Joe Biden's, regarding EV's and battery metals?We also discuss the cause and impact of Northvolt's bankruptcy, as well as express our opinions on JLR's controversial rebrand. The LinkedIn profiles of the participants can be found below:Tom ChandlerLakshya GuptaDan CroftJoel LaceyFind out more about SFA's Battery Metals Market Intelligence Service here.

November 11, 202412 min

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 WattsAlex Biddle Joel Lacey

October 21, 202427 min

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 RouleauDan CroftJoel LaceyFind out more about SFA's Battery Metals Market Intelligence Service

August 9, 202429 min

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)

July 8, 202418 min

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.

June 3, 20248 min

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/

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