Wood Mackenzie Metals & Mining Briefings, June 2015

In spite of mineral price volatility and uncertain demand, the metals & mining sector is a key economic driver. On June 2nd & June 4th, in New York & Toronto, respectively, Wood Mackenzie is hosting a breakfast briefing to discuss the current state of the metals & mining industry: "Looking through the cycle to find value in mining."

Our senior analysts will present an overall outlook of the industry and macroeconomic trends affecting it, helping you identify the best opportunities for investment. Topics of discussion:

  • Macroeconomic overview - Ed Rawle, Chief Economist
    • China slowdown
    • Exchange rate turmoil
    • GDP implications of a low oil price
  • Outlook for copper - Paul Benjamin, Research Director, Copper Markets
    • When will copper mine supply peak?
    • Mining company cash-flow
    • Copper price, market outlook and risks
  • In a low price environment - where is the value? - Julian Kettle, Head of Metals and Mining Research
    • Requirement for future capacity for metals
    • The outlook for margins and impact on cash flow
    • Comparing investment opportunities across metals

If you are interested in attending this event, please email olivia.chen@woodmac.com.


About Ed: Ed manages a global team of economists responsible for developing and maintaining Wood Mackenzie’s global macroeconomic outlook. Throughout his career, Ed has focused on macroeconomic forecasting and econometric modeling. Prior to Wood Mackenzie, Ed was Head of Econometrics at CRU in London where his team developed price forecasting econometric models for base metals and steel. Ed is currently based in our Houston office in the US.

About Paul: Paul has worked for various engineering companies involved in the design, supply and commissioning of mineral processing equipment and solutions, including 18 years spent with Metso Minerals. He holds an honors degree in mineral processing technology from Camborne School of Mines. He joined Wood Mackenzie in 2006 and is currently a Principal Analyst in the company's copper markets team. Paul is currently based in London, UK.

About Julian: Julian has over 20 years experience in the analysis of the aluminium industry across the value chain. He is currently the head of the Metals & Mining Fundamentals Research team, overseeing research teams covering all base metals and bulks. Prior to joining Wood Mackenzie, Julian worked in British Aerospace Commercial Aircraft Division where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Julian holds a degree in metallurgy and micro-structural engineering. Julian is based in Guildford, UK.