The SFA (Oxford) Podcast
SFA (Oxford)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:www.sfa-oxford.com/
| Publishes | Monthly | Episodes | 29 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Categories | Business NewsNews | ||||
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Latest Episodes
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.
K... more
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... more
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 impa... more
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 pote... more
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... more
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 h... more
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 ... more
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 ... more
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2. All-In with Chamath, Jason, Sacks & Friedberg
3. The News Agents
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The SFA launched 2 years ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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