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...
S01Ep04: The Voice of Reason - Would you buy a used EV? The surge in African lithium supply and the latest in cobalt and ESG
The SFA (Oxford) Podcast
29 minutes
1 year ago
S01Ep04: The Voice of Reason - Would you buy a used EV? The surge in African lithium supply and the latest in cobalt and ESG
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 investment and the potential impact on price, as well as the latest news on cobalt supply and ESG.Date of recording: 01/08/2024LinkedIn profiles:Lakshya GuptaThomas ChandlerRJ CoetzeeAdele RouleauJoel LaceySFA (Oxford)
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...
