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 b...
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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 b...
Can't live with it, can't live without it: SFA's Cobalt Market Outlook to 2040
The SFA (Oxford) Podcast
9 minutes
1 year ago
Can't live with it, can't live without it: SFA's Cobalt Market Outlook to 2040
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 the...
The SFA (Oxford) 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 b...
