Pre-LME week 2020 metals review

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In anticipation of our virtual forum on October 21 for LME Week, we have compiled our view on the themes and issues confronting the industry. After a tumultuous 9 months there is much to write about – and although it does not make for hugely positive reading in the here-and-now, there are rays of positivity for the sector on the horizon. This insight provides a high-level summary of Wood Mackenzie’s near-to-mid-term outlooks for the Base Metals, Gold, Lithium and Cobalt as well as the macro trends having a profound impact on the sector.

Table of contents

Tables and charts

This report includes 10 images and tables including:

  • Metals’ role as an enabler, beneficiary or inhibitor?
  • Percentage change in verbal conflicts in Jan-Aug 2020 versus 2017-2019 baseline
  • Critical mineral supply security is moving up the political agenda
  • Non-fundamental’s driving the LME aluminium price
  • Battery/Plug-in hybrid EV sales vs Internal Combustion Engine (ICE) sales

What's included

This report contains:

  • Document


    PDF 4.39 MB