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We are excited to announce that as of February 1, Wood Mackenzie is a portfolio company of Veritas Capital, a leading investor at the intersection of technology and government. Our focus remains on providing you with the best intelligence, analytics, data and tools to ensure you are making the best data-driven business decisions with confidence.  

Read more in our news release here. 

Webinar
Event

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.

 

AGENDA

Welcome and Introduction

Derryn Maade, Head of Metals and Mining Markets 

Macro overview

Zhou Yanting, Senior economist

Aluminium

Uday Patel, Principal Analyst - Aluminium Markets

Copper 

Nick Pickens, Research Director - Copper Markets

Nickel

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

Zinc 

Jonathan Leng, Principal Analyst - Zinc Markets

Lead 

Farid Ahmed, Principal Analyst – Lead Markets​