Agenda Day 2
For day one agenda, click here
08:30
Registration and Morning Refreshments
09:30
Commodities Panel
Geopolitics and the energy transition - Macro factors impacting commodities supply and demand
China’s re-opening, the continued war in Ukraine, inflation and interest rate hikes - Impact on metals supply, demand, and pricing
- The LME ended 2022 with its lowest metals stockpiles in 25 years - What are some impacts you expect from the growing gap between supply and demand for key transition metals?
- 2023’s top performers - What do our analysts and investors expect to be the top performing metals and why? What is the impact of the energy transition on this analysis?
With:
Karina Bader, Research Analyst, Acorn Capital
David Franklyn, Head of Funds Management, Argonaut
Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters