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...
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 potenti...
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...
