SFA (Oxford)

SFA (Oxford) recently attended the Paris Motor Show which showcased the latest innovations and designs from the world’s leading automotive brands, and how they envisage what the future of mobility could look like.

As New York #PlatinumWeek draws to a close, SFA (Oxford) has released its annual publication 'The Palladium Standard'. With the fall of #palladium and #rhodium #prices, this year’s publication focuses particularly on the importance of by-product credits for #PGM producers. Download your complimentary copy here: https://lnkd.in/e_aJWjmX

Would you buy a second-hand EV? In The Voice of Reason podcast, SFA (Oxford)'s team of consulting analysts discuss the latest trends impacting the #lithium, #nickel and #cobalt markets. In the latest episode, they discussed the rise of second-hand EV sales, debating whether they would buy one or not. They also addressed the surge in African lithium supply, as well as the latest cobalt and #ESG developments. Listen to the full episode here: https://lnkd.in/e5e2tyRz #EV #electricvehicle #UsedEV

SFA (Oxford) has just released its latest ground-breaking study, conducted over six intensive months, which offers the most in-depth and unparalleled evaluation of the autocatalyst #recycling market having undertaken extensive stakeholder interviews throughout the entire supply chain, from scrap yards to #refiners. If your business is affected in any way by autocatalyst recycling volumes, this is an essential 200-page tool to evaluate risks and understand the upside and downside influences on flows going forward. Find out more and register your interest here: https://lnkd.in/efmrmbD8 #platinum #palladium #rhodium #PGMs

Why has US EV adoption been so low, especially since Tesla is a homegrown success story? Although there are many consumer preference hurdles that need to be overcome, we also see a chicken-and-egg problem between the auto and the energy sectors playing out that will need to be addressed before we see robust growth in EV adoption seen in other markets.  Read the full article: https://lnkd.in/ehP26RFq #evadoption #electricvehicle #US

In the third episode of SFA's Voice of Reason podcast series, our team of #batterymetals analysts discuss some of the themes that feature in this quarter's edition of SFA's Battery Metals Service. 🔋 The potential impact of #US and #EU #tariffs on #ChineseEVs sales 🔋 The latest on #lithium supply 🔋 The political tensions in the #DRC and their potential impact on the #cobalt market. Stay tuned each month to keep up to speed with the rapidly evolving battery metals markets! Listen to the full episode here and find out more about SFA's Battery Metals Service: https://lnkd.in/gRB54_Nz

Earlier this month I had the privilege of attending the Indonesia Critical Minerals Conference 2024 and to speak on a panel discussing the development of battery materials supply chains. Two things that really stuck out for me when talking to fellow delegates during the week in Jakarta were: ✅ Just how efficient the nickel industry has grown in Indonesia in the last five years, both in terms of deployment of FDI and in the new operations themselves (1+1 years for construction and ramp up of HPAL appears to be the new norm!) ✅ The recognition that reducing the environmental impact of Indonesian nickel is a cornerstone issue for local producers. Many of the largest producers are now putting in place plans to source alternative renewable power sources, which on a CO2 footprint basis, could put them in line with Australian and northern hemisphere operations. This puts (more) question marks over the argument for green nickel premiums from the 'western' producers. A big thanks to all attendees, Shanghai Metals Market and Meidy Katrin for an insightful few days. In these volatile times, collaboration is key. Let's keep the conversation going! 🤝 #CriticalMinerals #batterymetals #nickel #cobalt #MiningIndustry #SustainableMining #IndustryInsights

Can graphite export restrictions lift supply? Discussions about battery materials tend to focus on lithium, nickel, and cobalt, while graphite remains the forgotten but vital ingredient in the many EV plans that have been announced. SFA (Oxford) views graphite as the dominant anode material over the next two decades despite the promise of the many alternatives that are in development. However, while there have been many improvements to graphite anodes over the past few years, the development of upstream and midstream production outside of China has stagnated. As graphite production continues to be dominated by China and prices dampened for some time, it has not been easy to attract the necessary investment to build domestic supply. Now, graphite has become the focus of trade tensions between the US and China, and we believe that this could finally drive the much-needed industry development in North America and Europe and curb some of the geopolitical risks associated with the energy transition. Read the full article by Kimberly Berman here: https://lnkd.in/e4Bfgys6 #batterymetals #graphite #northernamerica #china #electricvehicles

Quebec is a critical player in building the North American supply chain and an essential ingredient in meeting the many decarbonisation goals announced. There is an abundance of critical raw materials, strong government support, the cheapest electricity prices in the country, and one of the cleanest electrical grids in the country. However, lower commodity prices have dampened primary mine activity for many critical metals in North America despite the enactment of supportive legislation targeting industry development. The bottom line is that the localisation of raw material supply must reduce the geo-political risks negatively impacting industry growth and derailing the many energy transition goals across many sectors. Read the full article: https://lnkd.in/ezuj-GGb #canada #evsupplychain #electricvehicles #northamerica

Are tariffs going to help or hinder the EV transition? Two of the largest electric vehicle (EV) markets, the EU and the USA, have announced tariffs to ratchet up the pressure on Chinese EVs in the last two months. On May 14, the Biden administration announced 100% tariff on all EVs imported from China. Yesterday, the EU announced its intentions to impose OEM-specific duties, ranging from 17-31%, on China-built EVs that have benefitted from ‘unfair state subsidies’. Read SFA's independent view here: https://lnkd.in/eVmDz8DK #energytranstion #electricvehicles #china #sanctions #US #EU