Discussing the macroeconomics conditions for markets, supply chains and strong dollar - what are investors most concerned about?
Investor views on Xi’s pivot and China’s outlook since reopening yet facing a flagging property sector
Industrial inventory levels - is this the defining factor for industrial metals markets? Where does USA sit as a net consumer not producer of metals?
As commodities have endured the global economic downturn better than most sectors, how and where should institutional investors increase their allocation to metals near term?
Has the Inflation Reduction Act sparked the beginnings of a critical minerals super-cycle? Being a metals consumer is tricky in this market.
How are inflationary pressures impacting profitability
Hunting quality assets in a slow market - will M&A activity pick up from 2022?