The SFA (Oxford) Podcast

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 is a news podcast hosted by SFA (Oxford), with 29 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

SFA (Oxford) hosts The SFA (Oxford) Podcast, a news show with 29 episodes published.

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  The SFA (Oxford) Podcast

  Voice of Reason – Q2’25 Podcast

  Aug 22, 202525 minS0

  <p>In this episode of Voice of Reason, we take a closer look at the shifting dynamics of the metals market. Joined by <b>@Lakshya</b> and <b>@Tom</b>, the discussion covers price movements, market sentiment, and what it all means for the future of critical metals.</p><p>Key highlights from the conversation:</p>📈 <b>Lithium</b> – discussion on market prices and volatility🔑 <b>Platinum</b> – outlook within the broader metals mix🌍 <b>Critical metals</b> – role in the clean energy transition and long-term demand📊 <b>Market uncertainty</b> – driven by global economic conditions and supply chain pressures🔄 <b>Recovery signals</b>...

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  The SFA (Oxford) Podcast

  Cobalt Market Outlook to 2040

  Mar 3, 202516 minS0

  <p>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.</p><p>Find out more about the Cobalt Market Outlook to 2040 Report here:</p><p>https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-cobalt-market-report-and-cobalt-price-outlook/</p>

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  The SFA (Oxford) Podcast

  Nickel Market Outlook to 2040

  Feb 13, 202523 minS0

  <p>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.</p><p>Find out more:</p><p>https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-nickel-market-report-and-nickel-price-outlook/</p>

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  The SFA (Oxford) Podcast

  Lithium Market Outlook to 2040

  Feb 6, 202528 minS0

  <p>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. </p><p>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. </p><p>Find out more:</p><p>https://www.sfa-oxford.com/battery-metals-and-materials/market-reports/long-term-lithium-market-report-and-lithium-prices-outlook/</p>

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  The SFA (Oxford) Podcast

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

  Dec 10, 202421 minS0

  <p>In this episode of The Voice of Reason, SFA's battery team discusses the latest trends and events impacting the battery metals markets.<br/><br/>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?<br/><br/>We also discuss the cause and impact of Northvolt's bankruptcy, as well as express our opinions on JLR's controversial rebrand. <br/><br/>The LinkedIn profiles of the participants can be found below:<br/>Tom Chandler<br/>Lakshya Gupta<br/>Dan Croft<br/>Joel Lacey<br/><br/>Find out more about...

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