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  • Last updated

    3:35am on Sep 29, 2022

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) introductionHenk de Hoop
Battery basicsLakshya Gupta
Power train and EV battery trends Lakshya Gupta
LithiumLakshya Gupta
Sibanye-Stillwater – Unique, global portfolio of green metalsJames Wellsted
Q&A

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

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