SFA (Oxford) and Sibanye-Stillwater held a battery metals market update, which was held virtually via a webcast presentation and conference call on 14 September 2022.
15h00 (CAT) / 14h00 BST / 09h00 (EST) / 07h00 (MDT)
EV supply chain: key factors bottlenecking ramp-up over the next five years
Despite significant macro and logistical headwinds for car sales in general, BEV sales continue to surprise on the upside.
We expect to see a much wider range of new BEV models being offered to consumers, with a wider range of price points, including a range of new entrants, in the next few years.
Programme
SFA(Oxford) introduction | Henk de Hoop |
Battery basics | Lakshya Gupta |
Power train and EV battery trends | Lakshya Gupta |
Lithium | Lakshya Gupta |
Sibanye-Stillwater – Unique, global portfolio of green metals | James Wellsted |
Q&A |
REPLAY OF LIVE CONFERENCE CALL, ACCESS CODE #42673
South Africa | 010 500 4108 |
UK | 0 203 608 8021 |
USA | 1 412 317 0088 |
Australia | 073 911 1378 |
International | +27 10 500 4108 |
Sibanye-Stillwater’s considered, deliberate progress on its battery metals strategy

Key takeaways
EV trends
- BEV sales continue to surprise to the upside, despite significant macro and logistical headwinds
- Important to appreciate regional differences in fleet penetration
- OEMs keep upgrading EV production targets, committing large sums of capital to transition to EVs
- Governments continue to influence consumers through a carrot and stick approach
Lithium markets
- Incoming structural impediments could slow growth rates from mid-decade
- Significant execution risk perceived in lithium project pipeline
- Total potential impact of roughly 15m BEVs by 2030
- This could provide a longer tail to cleaner ICE cars, and hence PGM demand, in the 2nd half of the decade
Sibanye-Stillwater is strategically well placed for future scenarios
- Positive fundamental outlook for battery metals – strong demand pull & supply challenges
- PGM business well placed for extended ICE cycle and developing hydrogen economy
- Green metals portfolio positioned for supply of critical metals into chosen regional supply chains
- Establishing key partnerships and investments in strategic ecosystems to further our impact as a force for good
- Unique, diversified portfolio ensures balance & risk mitigation and solid financial position provides significant optionality