CRU Breakfast 2022

We are delighted that the CRU Breakfast will be returning in person this year and as a valued CRU customer we wanted to let you save the date as early as possible.

Our analysts and experts will be available to discuss the critical issues, challenges, and opportunities in the commodity markets. The event will also provide you with networking opportunities with your industry peers. The CRU Breakfast has been an important event during LME Week and we hope to see you there this year!

2022 REGISTRATION IS NOW CLOSED

FOR CRU BREAKFAST 2023 PLEASE RSVP HERE

The CRU Breakfast 2022 Summary

Inflation has reached multi-decade highs in the US and in Europe. Food and energy prices have rocketed, leading to a collapse in consumer confidence and headwinds for commodity demand.

The energy crunch is far from ending – high prices will remain. Volatility is set to intensify amid a precarious geopolitical environment.

Commodity and metals markets are deeply exposed. The prevalent recession risks could severely dampen demand. But inventories are low. Supply is exposed to fast-changing terms of trade. Under-investment will bite.

The CRU breakfast will provide insights into the implications of high energy prices and inflation on commodity and metals markets, while answering:

• How will commodity producer costs and margins change in this new environment?
• What is the impact on downstream consumers?
• Who are the regional winners and losers?
• How does bipolarity change commodity trade flows?
• Does this slow or accelerate the energy transition?

Speakers

Date: Tuesday 25^th October 2022

Time: 7am-1pm

Agenda 

• 7:00-10:00 - Registration, breakfast, and networking
• 8:30-09:30 – Consulting Seminar
• 10:00-11:00 - Main session.
• 11:30-12:45 - Emissions and Costs Drop in clinic
• 13:00 - End of day 

Where: Waldorf Hilton Hotel, London Aldwych

Please note that places are extremely limited and in the event of over subscription customers will be prioritised.