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Senior Vice President, Vice Chair Metals and Mining
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Head of Corporate, Metals & Mining
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Vice President, Metals and Mining Research
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What are the key trends to watch in the metals and mining industry in 2022?
Last year presented a unique challenge to metals and mining players: how to make sense of disorientating price volatility and a dizzying array of market signals. We expect 2022 to provide some respite from the frenetic pace of 2021 – but of course things won't change overnight.
From an economic perspective, it looks set to be a year of narrowing extremes but widening uncertainty for the metals and mining sector. If last year was all about rebound, then 2022 could well be characterised by rebalance. Much of the evidence points to a year of lower demand growth. Look for stimulus to wane, fiscal and monetary policy to tighten, and supply chains to refill. In this environment, commodity prices could settle from the extraordinary highs of 2021.
Metals and mining corporates: decisions, decarbonisation and discipline
For the diversified miners this will be a pivotal year. In the wake of COP26, mining companies are even more acutely aware of the outside perception of the sector, and the challenge that represents.
Yet the world needs mining companies to shift more material than ever before in 2022. Miners can unlock a faster decarbonisation pathway by accelerating production of the very building blocks of low-carbon technology. Will they position themselves as agents of change?
Read Metals and mining corporate: five things to look for in 2022 for our view on:
- Decision time for coal assets
- M&A – expect a measured approach
- Miners look for new domains
- Tightening decarbonisation targets, not budgets
- Cost inflation and lower prices to limit dividend growth
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Plus, find out how key themes play out for different metals and mined commodities:
Uday Patel, Senior Research Manager, Global Aluminium Markets
Gavin Montgomery, Research Director, Battery Raw Materials
Jack Anderson, Principal Analyst, Metals Smelting & Refining
Ying Lu, Senior Research Analyst, Energy Transition & Battery Materials Markets
Eleni Joannides, Principal Analyst, Copper
Suzanne Shaw, Principal Analyst
Paul Gray, Research Director, Iron Ore Markets
Allan Pederson, Principal Analyst
Anthony Knutson, Principal Analyst, Coal
Sean Mulshaw, Research Director, Nickel Markets
Dale Hazleton, Head of Steel Alloys and Nickel Markets
Malan Wu, Head of Steel and Raw Materials Markets
Natalie Biggs, Global Head of Thermal Coal Markets
Jonathon Leng, Principal Analyst, Zinc Markets