Wood Mackenzie LME Forum 2021

Virtual Event

Wood Mackenzie LME Forum 2021


2021 has been a year characterised by a surprising recovery for commodity prices helped by a 2020 that was far stronger than anticipated. 


The recovery has been China-led and supported by vaccine roll-outs in many developed economies.  There are, however, signs of a slowing of activity resulting from: the uneven pace of global vaccine distribution, the emergence of the delta covid-19 variant, signs of economic headwinds in China, pressure on the FED to begin tapering and government enabled stimulus packages running their course.  These factors now place at risk the near term outlook for growth and prices. 


The next decade continues to present a unique opportunity for mined commodities.  Never before has the industry had such foresight of the long-term transformative demand that we see encapsulated by the energy transition.  This presents a fascinating dynamic to sector players, who seek to maintain capital discipline in the near term, while positioning themselves to take advantage of the much anticipated “supercycle” in green energy materials.


Our 2021 LME Forum will bring these challenges and opportunities to life, marrying the key short-term drivers impacting mined commodity markets with an in-depth analysis of the challenges and opportunities that the energy transition represents over the longer term.



Welcome and Introduction

Derryn Maade, Head of Metals and Mining Markets 

Macro overview

Zhou Yanting, Senior economist


Uday Patel, Principal Analyst - Aluminium Markets


Nick Pickens, Research Director - Copper Markets


Sean Mulshaw, Research Director - Nickel Markets

Lithium and Cobalt

Gavin Montgomery, Research Director - Battery Raw Materials

Rare Earths

David Merriman, Research Director – Rare Earth Elements


Jonathan Leng, Principal Analyst - Zinc Markets


Farid Ahmed, Principal Analyst – Lead Markets​