The next decade presents a unique opportunity for mined commodities. Never before has the industry had such of the long-term transformative demand that we see encapsulated by the energy transition. This presents a fascinating dynamic to sector players, who seek to maintain capital discipline in the near term, while positioning themselves to take advantage of the much anticipated “supercycle” in green energy materials. Capital can be the driving force that brings these challenges and opportunities to life, marrying the key short-term drivers impacting mined commodity markets with the promise of superior returns that the energy transition potentially offers over the longer term. Following our live 2021 LME week forum on 13 October, we have compiled all of the commodity outlook presentations for Aluminium, Copper, Nickel, Battery Raw Materials, Rare Earths, Zinc and Lead.