Tokyo Metals Briefing 2024

As the world races towards 2030 and key decarbonisation targets approach, it's clear that to achieve significant strides towards low carbon power and sustainable transportation miners, investors and end-users need to increase their exposure to metals.  

However, although metals are crucial to achieving an accelerate energy transition in the long-term metals markets continue to be shaped by short and medium-term drivers including over-supply, weaker than expected EV demand and an evolving regulatory environment, for example CBAM or the IRA's foreign entity of concern. 

To help you unravel these themes we will be holding a briefing in Tokyo on Tuesday, May 14th at 2pm JST. Julian Kettle, Senior Vice President, and Prateek Biswas, Research Analyst, will present our outlook for base metals and battery raw materials, including the EV supply chain. 

If you would like to participate, please register by filling out the form at the top of this page. Kindly note, due to limited capacity registration is on a first-come-first-serve basis. 

Agenda

2.00pm - 2.20pm | Registration & refreshments

2.20pm - 2.50pm | Macroeconomic Outlook for Metals & Mining
Julian Kettle, Senior Vice President & Vice Chair, Metals & Mining

• Understand how investment in metals and mining is central to achieving net zero targets
• Learn about the five pillars of the energy transition for the mining sector
• Copper and aluminium: not yet an energy transition player?

2.50pm - 3.20pm | Outlook for Road Transport Electrification and the Battery Supply Chain
Prateek Biswas, Research Analyst

• Updates to EV and battery policy and regulation and their impacts globally
• Challenges for global automakers compared with Chinese OEMs
• Outlook for EV and battery demand
• Will battery raw material markets remain subdued?
•  Outlook for battery raw material pricing

3.20pm - 4.00pm | Networking & refreshments