Mined over matter

Julian Kettle and Alex Griffiths unpack the forces shaping the metals and mining industry

From recession risks to trade tensions and conflict in the Middle East, our experts share quick-fire views on the scenarios driving market uncertainty. 

Will LNG, coal or metals (via renewables) benefit most from a global energy crisis?

Volatility across global energy markets is reshaping the debate around energy security and the transition pathway. In this episode, our experts explore the outlook for coal, LNG and renewables, and what changing demand patterns could mean for critical metals markets. 

 
Metals scenarios amid conflict, tariffs and supply chain uncertainty
What are the implications for metals markets when the global economy is shaped by escalating Middle East tensions, recession risks and persistent trade frictions?
Alex and Julian are joined by Peter Martin, Head of Economics, to explore a range of scenarios, from prolonged disruption in the Strait of Hormuz and oil prices approaching US$200/bbl, to mounting fiscal pressures and increasingly strained government balance sheets.
 

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