Join our experts on November 13th for a webinar exploring market disruption in the metals sector and its implications for investors
This webinar is designed exclusively for institutional investors and buy-side audience offering insights to navigate the increasingly interconnected energy landscape.
Agenda:
- The changing pace of the energy transition:
- How leveraged to the transition is metals demand growth?
- What are the risks to the investment thesis?
- Geopolitical risk and resource nationalism:
- How can investors navigate this challenge?
- Can countries become self-sufficient?
- Increasingly dynamic trade policy and tariffs:
- Are tariffs dampening metals demand?
- What is the role of scrap in metals markets?
- Strategic response coverage on copper:
- Is the Anglo Teck merger the shape of things to come?
- How will the security megatrend impact capital allocation?
Julian Kettle
Vice Chairman of Metals and Mining
Julian Kettle
Vice Chairman of Metals and Mining
Latest articles by Julian
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Opinion
Metals investment: the darkest hour is just before the dawn
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Opinion
Ebook | How can the Super Region enable the energy transition?
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The Edge
Can battery innovation accelerate the energy transition?
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Featured
Have miners missed the boat to invest and get ahead of the energy transition?
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Featured
Why the energy transition will be powered by metals
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Featured
Could Big Energy and miners join forces to deliver a faster transition?
Alex Griffiths
Director, Metals & Mining, Curated Services
Alex Griffiths
Director, Metals & Mining, Curated Services
Alex draws on his experience as a Resource Geologist to analyse and forecast global steel and iron ore markets.
Latest articles by Alex
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Opinion
Green steel gets a boost from European economic recovery plans
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Opinion
Tighter at the top: taking a look at the premium end of iron ore's two-tier market
James Whiteside
Head of Corporate, Metals & Mining
James Whiteside
Head of Corporate, Metals & Mining
With 15 years of experience in the metals and mining industry, James leads our corperate coverage.
Latest articles by James
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Opinion
The end of capital discipline in mining?
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The Edge
Big Mining pivots to copper for growth
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Featured
Metals & mining 2025 outlook
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Opinion
Battery power play: countercyclical opportunities in raw materials
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Opinion
Copper rush: A strategic analysis
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Opinion
PPAs: transforming miners’ decarbonisation strategies