Wood Mackenzie LME Forum 2023

James Whiteside

Head of Corporate, Metals & Mining

Wood Mackenzie

James leads the development of corporate coverage for metals and mining. His current focus is on providing data-driven analysis of companies’ positioning for the energy transition and implications for valuation. He is based in London. In previous leadership roles at Wood Mackenzie, James set the metals and mining product strategy. He led the development of our metals and mining Emissions Benchmarking Tool and coordinated the integration of ESG and climate scenarios. James joined Wood Mackenzie in 2015 as a consultant. He has 14 years of experience in the metals and mining industry, spanning commercial, technical and financial advisory roles. As a consultant, he managed several major transactions and was instrumental in developing our battery raw materials offerings. Education MSc, Metals and Energy Finance, Imperial College London MEng, Civil Engineering, University of Leeds

Ami Shivkar

Principal Analyst, Aluminium Markets

Wood Mackenzie

Prakash Sharma

Vice President, Multi-Commodity Research

Wood Mackenzie

Prakash has over 26 years’ experience in energy, metals & mining and climate change policy developments. His expertise ranges from operational management to commodity trading and business strategy. Prakash joined Wood Mackenzie in 2006 and is currently based in Singapore. He leads integrated analysis, energy transition and cross-commodity discussions in Asia Pacific. Previously, Prakash spent two years in Beijing as head of China research guiding a team of analysts on China’s energy and economic trends, including supply-side reforms, inter-fuel competition and commodity prices. He has also led global coal markets analysis for five years delivering research on decarbonisation policies, impact of renewables, alternative scenarios and evolving patterns of supply and demand. Prakash’s extensive experience in the commodity sector includes export of steel-making raw materials (metallurgical coal, iron ore and scrap) and energy coal to China for an established Canadian trading firm. He has also spent nine years in the mining industry specialising in technical services, international sourcing and ISO 9001 certification. Education MBA, International Management Institute in India.

Julien Masson

VP Group Strategy

Eramet

Julien is an experienced strategy and business development executive with extended experience in the mines, metals and energy industries. He worked on a large scope of commodities including metals (aluminum, nickel, manganese, lithium, titanium, zircon, rare earth) and energy (power, natural gas, oil, coal) and on climate change related issues. Julien started his career with various strategic energy procurement positions in the aluminium industry, within Pechiney, then Alcan and finally Rio Tinto. Julien joined Eramet in 2011 as a Group Energy manager. In 2018, Julien became Director of Strategy and Business Development of the Mining and Metals Division. He made a major contribution to the strong organic growth of the Division and enhanced the positioning of the Group towards the metals for the Energy transition. In 2021, Julien was appointed Group Strategy Director. His responsibilities include the development of Eramet strategy and direct responsibility over key strategic projects including the Li-ion Recycling project.

Inge Hofkens

Chief Operations Officer Multimetal Recycling

Aurubis

Inge is an expert in secondary materials. She started as a scrap purchaser at Metallo and subsequently occupied different positions on the purchasing, processing and trading side of the recycling business. Later, she moved to sales and hedging metal price risk and from there gradually grew into the areas of marketing and communication, business development and business strategy. After nearly 30 years as an experienced management executive at Metallo, she took on the position of Managing Director at Aurubis Olen in 2021. Most recently, she was appointed to the Aurubis Executive Board as Chief Operations Officer, Multimetal Recycling in January, 2023.

Adam Johnson

Raw Material Manager

Jaguar Land Rover

Suzanne Shaw

Senior Manager, ET BRM Markets

Wood Mackenzie

Elewout Depicker

VP Commercial & Corporate Development

Li-Cycle

Derryn Maade

SVP, Global Head of Metals & Mining

Wood Mackenzie

Derryn joined Wood Mackenzie in November 2019 and is currently the Global Head of Metals and Mining Markets, based in Singapore. ​ ​ Prior to this role, he spent eight years leading HSBC’s Metals and Mining research team while covering the major miners and key commodity views. Derryn also worked for Anglo American in a variety of corporate and operational roles for nine years. ​ ​ Derryn holds an MBA (Imperial College) and a BSc in Mining Engineering (Wits).

Andrew Thomas

Research Director, Zinc Markets

Wood Mackenzie

Jeff Townsend

Founder

Critical Minerals Association

Jeff is the founder of the Critical Minerals Associations in the UK, Australia and the United States representing over 80 companies globally. The Critical Minerals Association has quickly established itself as the premier organisation on critical minerals, producing conferences, reports and government engagement that has influenced global political responses to the critical minerals sector. The Association has facilitated bilateral discussions between 5 eyes nations and continues to grow with the launch of the international mechanism CMIA being launched this month. Jeff is Chair of the UK Government’s Climates programme advisory board; Chairs the supply chain vulnerability working on the Government’s Task and Finish Group and sits on the board of the Materials Processing Institute. He is the co-owner and Chief Strategy Officer of the newly launched Critical Productions. He has over 20 years' experience in international politics having served as an advisor on international affairs, development and security in Southern Africa, Washington D.C. and the United Kingdom. Jeff has served as a consultant to a number of FTSE 25 and S&P500 companies on government and external affairs issues.

Eleni Joannides

Research Director, Copper Markets

Wood Mackenzie

Eleni joined Wood Mackenzie in 2012 to manage the Copper Market Service, which provides our global customers with regular forecasts and analysis of copper supply and demand fundamentals. Eleni brings more than 30 years of experience in the metals and mining sector to her role, across base and precious metals. Prior to joining Wood Mackenzie, she worked on CRU’s research team, and earlier in her career she worked in sales and marketing for Zambia Consolidated Copper Mines.

Tony Knutson

Global M&M Emissions Lead

Wood Mackenzie

Nick Pickens

Global Mining Research SME

Wood Mackenzie

Nick has over 20 years of experience as an analyst in the metals and mining sector and has worked across base, bulk and precious metals. He was involved in copper research with Wood Mackenzie for over seven years before taking a role as a research director of global mining. Nick is central to delivering thought leadership research across the mining team, leading cross-commodity insights on major themes in the sector. Earlier in his career, Nick held positions at other specialist metals consultancies, playing a key role in developing mine and smelter services for gold, copper and PGMs. He also has experience of working in the capital markets during his six years as an equities analyst in London.

Ying Lu

Principal Analyst, ET BRM Markets

Wood Mackenzie

Max Reid

Senior Analyst, Batteries

Wood Mackenzie

"As a research analyst with our Battery Raw Materials Service, Max tracks supply chain developments, technological innovations and progressions in battery demand sectors. Max joined Wood Mackenzie in 2021, having previously worked as a research scientist at QinetiQ Ltd. In this role, he evaluated battery technology for military applications, worked with universities to scale up next-generation technology, and developed niche battery devices for commercial and military applications, for which he won the company’s global innovation award. Education BA, Physical Natural Sciences, University of Cambridge MSc, Materials for Energy and Environment, University College London"

Sean Mulshaw

Research Director, Nickel Markets

Wood Mackenzie

Charles Tongue

Managing Director, Head EMEA Metals & Mining

Goldman Sachs

Charles is head of Metals and Mining for EMEA within the Global Natural Resources Group in Investment Banking. He joined Goldman Sachs in 2018 as a vice president and was named managing director in 2021. Prior to joining the firm, Charles worked at Rothschild & Co for 10 years, specializing in metals and mining, based in London and the US. Prior to joining Rothschild & Co, he worked for a private equity group in Beijing. Charles earned a BSc in Philosophy, Politics and Economics from Warwick University.

Uday Patel

Senior Research Manager, Global Aluminium Markets

Wood Mackenzie

Uday has over 30 years of experience in the metals and mining sector and joined Wood Mackenzie in 2014 as a manager in the aluminium markets team. During his career he has worked on a range of projects in the metals sector, including detailed market studies, cost analyses and strategic advisory work for clients including rolled producers, aluminium processing companies and financial organisations. Uday joined from Ma’aden Saudi Arabia where he was a senior marketing specialist, focusing on aluminium. Prior to this he was a manager in marketing and sales at Dubai Aluminium and a principal consultant at CRU, heading the downstream aluminium analysis. He was also a senior economist at Outokumpu Oyj. Education Executive management programme, London Business School MA International economics, trade and finance, Sussex University