Navigating The Uncertainty
2023 has, as expected, delivered weaker margins for producers of most future facing commodities. Global monetary tightening has weighed on demand for metals and the pervasive supply chain disruptions of 2022 have dissipated, if not completely disappeared. The renewables and EV sectors, critical pieces of metals demand, have fared reasonably well, but are by no means immune from the global slowdown, and are facing other headwinds of their own.
As we move into 2024, much uncertainty remains. Conflict, energy security and China’s economic prospects still stalk markets, and clarity around timing of a recovery remains elusive. Meanwhile miners face new levels of regulation and costs. To make sense of these seismic shifts, and their impact on the key commodities that underpin the energy transition, Wood Mackenzie is pleased to announce that its Future Facing Commodities Forum will be taking place once again on 27 March.
By attending this forum, you will explore the latest trends and insights, and:
- Get updated views on our unparalleled and integrated coverage of the renewables, battery and electric vehicles value chains
- Watch as our world-class analysts unpack their detailed analysis of short and long-term forecasts for key Future Facing commodities
- Understand how technology, geopolitics, and tightening emissions regulation is impacting metals markets
- Focus on the outlook for those renewables, battery and EV materials that are key to building our electrified future, including Lithium, Nickel, Aluminium, Copper, Rare Earths, Manganese, Vanadium, Cathode & Precursor, Graphite and more
Topics we'll cover include:
- Taking Stock: Where do markets stand?
- What next for the EV and battery value chains?
- Cathode & Anode: The positive and negative in battery component markets
- Lithium: When prices meet costs – implications for markets and decarbonization
- Nickel: Stainless or tarnished – Nickel’s role in the energy transition
- Technology Watch - Evolution or revolution for metals markets
- Copper & Aluminium: Sharing the spoils of electrification
- Manganese & Vanadium: Built with steel but battery-powered
- Rare Earths: Magnets leading the charge. Can supply keep up?
Featured Speakers
- Lindsay Grant, Vice President, Head of M&M Markets Research
- Robin Griffin, Vice President of Metals & Mining
- Nick Pickens, Research Director of Global Mining
- Prateek Biswas, Analyst of Transport and Materials
- Egor Prokhodtsev, Senior Research Analyst, Road Transport and Mobility
- Suzanne Shaw, Head of Energy Transition & Battery Raw Materials
- Yingchi Yang, Senior Consultant, Battery Raw Material Service
- James Willoughby, Senior Market Analyst of Graphite
- Allan Pedersen, Research Director of Lithium
- Andrew Mitchell, Research Director of Nickel Markets
- Max Reid, Principal Analyst, Electric Vehicles & Battery Supply Chain Service
- Kevin Shang, Senior Research Analyst of Energy Storage Technology and Supply Chain
- Flor Lucia De la Cruz, Principal Analyst of Hydrogen and Derivatives
- Eleni Joannides, Research Director of Copper Markets
- Edgardo Gelsomino, Research Director of Aluminium
- Kevin Fowkes, Research Director of Steel Alloys
- Ross Embleton, Senior Analyst of Rare Earths Market Service
Session Timings
We are running two virtual sessions:
- APAC Edition* will run 1:00pm - 4:10pm SGT | 2:00pm - 5:10pm JST/KST | 3:00pm - 6:10pm AEST
*本次活动将提供英语-汉语普通话同传服务。您可以选择自己喜欢的语言听取嘉宾演讲。
*本イベントのプレゼンテーションは英語になりますが、英日同時通訳付きとなります。
*이번 이벤트는 영-한 동시번역이 제공됩니다. 원하시는 언어로 프레젠테이션 내용을 즐기실 수 있습니다.
- EMEA/US Edition will run 2:00pm - 5:10pm GMT | 10:00am - 1:10pm ET
*The presentation at this event will be in English, but English-Spanish simultaneous interpretation will be provided.
To register, please complete your details via the form at the top of the page.
Contact us for further information.
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