Webinar
The Ripple Effect: how conflict is impacting global metals & mining
Join us as we explore how the conflict is impacting global metals & mining.
Date
20th May 2026
Time
2pm BST/ 9am EST
Join Wood Mackenzie’s experts as we analyse the ripple effect of the impact of the middle east conflict on global metals and mining industry.
Agenda
1. Aluminium and Steel Under Fire: How severe is the near-term production damage from Gulf smelter curtailments and DRI capacity losses?
2. The Sulphur Crisis. A Case of Pain and Gain: With sulphuric acid prices up 245% year-on-year, who bears the greatest cost burden from feedstock shortages?
3. The Energy Price Spiral and the Smelter Squeeze: Are rising oil, gas and diesel costs pushing European and Asian smelters toward curtailment and could the energy crunch trigger a thermal coal comeback?
4. Diesel at the Mine: As supply disruptions tighten diesel availability in key mining countries, what the cost implications for commodities?
5. Beyond the Disruption. Where Are the Opportunities? Is anyone best positioned to benefit, and what structural shifts could outlast the conflict itself?
Speakers
Charvi Trivedi
Senior Research Analyst, Steel and Raw Materials
Charvi Trivedi
Senior Research Analyst, Steel and Raw Materials
Charvi is responsible for analysing and tracking the steel industry performance and demand-supply forecasting.
Latest articles by Charvi
-
Opinion
Grey area: can steel really go green?
-
Opinion
How do Western sanctions on Russia impact the global metals, mining and coal markets?
-
Opinion
Green steel: challenging the status quo
-
Opinion
Steel: 5 things to look for in 2024
Sean Mulshaw
Research Director, Nickel Markets
Sean Mulshaw
Research Director, Nickel Markets
Sean is an expert in global nickel, stainless steel and molybdenum markets.
Latest articles by Sean
-
Opinion
Nickel: looking for a route back to safety
-
Opinion
Nickel: looking for a route back to safety
-
Opinion
Steel alloys: a defining moment
Anthony Knutson
Global Head, Thermal Coal Markets
Anthony Knutson
Global Head, Thermal Coal Markets
Anthony is the global head of our thermal coal markets research for the Metals and Mining group.
Latest articles by Anthony
-
Opinion
Energy security shocks and coal’s role in a fragmented world
-
Opinion
Harris v Trump: A fork in the road for US energy
-
Opinion
How do Western sanctions on Russia impact the global metals, mining and coal markets?
-
Opinion
Decarbonising metals and mining: three key strategies to win the emissions battle
-
The Edge
Resource nationalism and energy transition metals
-
Opinion
Golden opportunities to drive down mining and metals carbon emissions
Jonathan Leng
Principal Analyst, Zinc Markets
Jonathan Leng
Principal Analyst, Zinc Markets
Jonathan brings an in-depth perspective to his analysis of zinc markets.
View Jonathan Leng's full profile
Isha Chaudhary
Global Head of Steel, Raw Materials and Alloys Markets
Isha Chaudhary
Global Head of Steel, Raw Materials and Alloys Markets
With 15 years of experience in metals and mining, Isha drives research and analytics for the ferrous space.
Latest articles by Isha
-
Opinion
How the Middle East conflict is affecting metals markets
-
Opinion
Green steel in China: easier said than done
-
Opinion
Green steel: challenging the status quo