Insight

Pre-LME week 2020 metals review

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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

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

    LME_week_insight_2020.pdf

    PDF 4.39 MB