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...
S01Ep03: The Voice of Reason - US/EU tariffs on Chinese EVs, lithium supply latest, and political tensions in the DRC
The SFA (Oxford) Podcast
18 minutes
1 year ago
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.
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...
