Webinar
Event

Tokyo Metals and Mining Briefing 2026

成長機会と地政学：金属、エネルギー転換、バッテリー市場を読み解く

エネルギー転換が成熟期を迎える中、産業界のリーダーや投資家は、中国および世界的なGDP成長の減速、EV需要の構造変化といった課題に直面しています。電化の進展は単なる指数関数的な成長ではなく、技術革新や貿易関税による貿易フローの再編という複雑な段階にあります。 

「Tokyo Metals & Mining Briefing 2026」では、ウッドマッケンジー社のアナリストが、市場の逼迫と需給バランスを分析いたします。私たちは、表面的なニュースの裏側にある事実を突き止め、次世代における成長機会や、地政学的な視点から見た戦略的な鉱物資源の重要性について、データに基づいた洞察を提供いたします。 

As the energy transition moves into a maturing market, industrial players, investors, and policymakers face shifting dynamics where global GDP growth has been relatively slow. Electrification is no longer a simple story of exponential trajectory. 

Instead, stakeholders must navigate complex tech changes, from evaluating EV demand to understanding how the threat of tariffs is reshaping global trade flows.

Our Tokyo Metals & Mining Briefing 2026 brings together our experts to analyse areas of physical market tightness. We look past the headlines to dissect growth opportunities in next-generation storage and map out why critical commodities like rare earths remain strategic assets.

Agenda

  • The political and economic risks driving the energy transition (エネルギー転換を牽引する政治的・経済的リスク)
  • Beyond the curve: As the EV market matures, changes lie in chemistry, tech and consumer demand (EV市場の成熟：化学・技術・需要の構造的変化)
  • Smart storage: How AI and energy storage are reshaping the battery landscape (スマートストレージ：AIとエネルギー貯蔵によるバッテリー市場の再構築) 
  • Charging ahead: Global patterns of copper market growth (銅市場の成長：世界的な供給トレンドと展望)
  • The changing landscape for battery raw materials: how much do we still need and when? (バッテリー原材料の潮流：将来の必要量と供給時期の分析)
  • Rare earths: metals through the lens of geopolitics (レアアース：地政学というレンズを通して見る金属資源) 

 

Meet the speakers

Suzanne Shaw, Head of Energy Transition & Battery Raw Materials, Wood Mackenzie

Suzanne Shaw

Head of Energy Transition & Battery Raw Materials

Suzanne specialises in commodities including cathode and precursor, lithium, cobalt, graphite, rare earths and lead.

Latest articles by Suzanne

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Charles Cooper, Research Director, Head of Copper Research, Wood Mackenzie

Charles Cooper

Research Director, Head of Copper Research

Charles is a mining economist specialising in commodity markets and sustainability analytics.

Latest articles by Charles

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Wood Mackenzie

Alasia Zhang

Research Analyst, Electric Vehicle & Battery Supply Chain

Latest articles by Alasia

View Alasia Zhang's full profile