The Wood Mackenzie Future Facing Commodities Forum took place on 27 March and included sessions focused on battery material demand, investment in energy transition metals, the drive for greener metals that are key to building our electrified future.
2023 has delivered weaker margins for producers of most future facing commodities. Global monetary tightening has weighed on demand for metals and the pervasive supply chain disruptions of 2022 have dissipated, if not completely disappeared. The renewables and EV sectors, critical pieces of metals demand, have fared reasonably well, but are by no means immune from the global slowdown, and are facing other headwinds of their own. As we move into 2024, much uncertainty remains. Conflict, energy security and China’s economic prospects still stalk markets, and clarity around timing of a recovery remains elusive. Meanwhile miners face new levels of regulation and costs.
Missed the forum? Fill in the form to view the on-demand recording of our 2024 Future Facing Commodities Forum.
Topics we'll cover include:
- Taking Stock: Where do markets stand?
- What next for the EV and battery value chains?
- Cathode & Anode: The positive and negative in battery component markets
- Lithium: When prices meet costs – implications for markets and decarbonization
- Nickel: Stainless or tarnished – Nickel’s role in the energy transition
- Technology Watch - Evolution or revolution for metals markets
- Copper & Aluminium: Sharing the spoils of electrification
- Manganese & Vanadium: Built with steel but battery-powered
- Rare Earths: Magnets leading the charge. Can supply keep up?
Featured Speakers
- Lindsay Grant, Vice President, Head of M&M Markets Research
- Robin Griffin, Vice President of Metals & Mining
- Nick Pickens, Research Director of Global Mining
- Prateek Biswas, Analyst of Transport and Materials
- Egor Prokhodtsev, Senior Research Analyst, Road Transport and Mobility
- Suzanne Shaw, Head of Energy Transition & Battery Raw Materials
- Yingchi Yang, Senior Consultant, Battery Raw Material Service
- James Willoughby, Senior Market Analyst of Graphite
- Allan Pedersen, Research Director of Lithium
- Andrew Mitchell, Research Director of Nickel Markets
- Max Reid, Principal Analyst, Electric Vehicles & Battery Supply Chain Service
- Kevin Shang, Senior Research Analyst of Energy Storage Technology and Supply Chain
- Flor Lucia De la Cruz, Principal Analyst of Hydrogen and Derivatives
- Eleni Joannides, Research Director of Copper Markets
- Edgardo Gelsomino, Research Director of Aluminium
- Kevin Fowkes, Research Director of Steel Alloys
- Ross Embleton, Senior Analyst of Rare Earths Market Service
2024 APAC Energy & Natural Resources Summit
9 May 2024 | Marina Bay Sands, Singapore
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