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?