As global metals markets move into a pivotal second half of 2026, industry players and investors face an increasingly fragmented backdrop.
Although refined copper fundamentals indicate a surplus, persistent tightness in the copper concentrate market and heightened geopolitical risks continue to influence market sentiment. Meanwhile, battery raw materials are under growing pressure from government intervention, including Zimbabwe’s lithium export ban and Indonesia’s mining suspensions and quota controls, while supply disruption at Middle Eastern smelters is increasing the likelihood of a move in aluminium towards $4,000/t.
Join our webinar, held just ahead of LME Asia Week in Hong Kong, to explore the key challenges and opportunities in copper, aluminium, and the battery materials markets.
Key topics covered:
- Copper at a crossroads: Key takeaways from Santiago and the road to Hong Kong
- Middle East smelter cuts could send aluminium to $4,000/t
- Policy risks manifest on multiple fronts for battery raw materials
