Webinar
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

View Julian Kettle's full profile
James Whiteside, Director, Head of Corporate Research - Metals & Mining, Wood Mackenzie

James Whiteside

Director, Head of Corporate Research - Metals & Mining

With 15 years of experience in the metals and mining industry, James leads our corperate coverage.

View James Whiteside's full profile