Webinar

Webinar: The New Metals Market Landscape

Strategic Insights for Institutional Investors

This event has closed and the webinar recording is available here.

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?

 

Speakers

Julian Kettle, Vice Chairman of Metals and Mining, Wood Mackenzie

Julian Kettle

Vice Chairman of Metals and Mining

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Alex Griffiths, Director, Metals & Mining, Curated Services, Wood Mackenzie

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.

View Alex Griffiths's full profile