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Engage with Industry Experts and Uncover the Future of Commodity Markets

CRU Breakfast 2023, Waldorf Hotel, London Aldwych. 10th October 2023

We are delighted that the CRU Breakfast will be returning in person this year on the 10th of October 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 CRU Breakfast has been an important event during LME Week and we hope to see you there this year.

REGISTRATION IS NOW CLOSED

Please head over to CRU's Knowledge and Insights page to watch CRU Breakfast 2023 on-demand recordings.

 

CRU Breakfast 2023 Theme: Core vs Critical Commodities

CRU Breakfast 2023 is designed to offer a comprehensive understanding of the core and critical commodities, assessing their potential impacts on the global economy, and evaluating their role in the current energy transition.  

This year CRU experts will explore the strategic outlook, medium-term, and long-term perspectives of global commodity markets. 

The opening session "Core vs Critical Metals: Driving the Future of Mining" will commence with two presentations from our CRU experts presenting the case for "core" and "critical" metals. This will set the stage for a follow-up discussion involving industry experts and policymakers, who will share their views on the industry's focus and their responsive actions, examining the potentially transformative impact of energy transition versus traditional demand drivers in the mining industry.

The mid-term outlook session, "The (turbulent) path(s) through 2024" will present CRU's 18-month outlook for LME metals. Our team will evaluate the potential impacts of demand-led scenarios, with particular emphasis on the role of the Energy Transition and traditional demand drivers.

In the final session, "The Long-Term View," our experts will dive into the management of supply and demand of critical minerals in the era of growing environmental responsibility and the need for sustainable business operations. They will cover a wide range of topics, from upstream challenges and supply bottlenecks to green power applications and strategic partnerships.

Whether you're a policymaker, industry stakeholder, or an observer of the commodities world, this event will equip you with a comprehensive understanding of the current landscape and what lies ahead. 

What's new at CRU

At CRU Breakfast 2023, we are excited to unveil a suite of new services and capabilities tailored to assist our clients in navigating the energy transition. Additionally, we'll be sharing details about the new strategic partnership with Bloomberg.

New CRU services and initiatives include:

  • Battery Value Chain Service
  • Augmented expertise in energy transition
  • Copper Smelting & Refining Asset Service
  • API and DataLab delivery for Costs and Emissions data
  • Collaboration with Bloomberg to deliver CRU prices data via the Bloomberg terminal

If you would like to learn more about our new services and partnerships, CRU representatives will be available for discussions at the event.

 

AGENDA | 07:00 - 13:30

CRU Breakfast 2023 Agenda

SPEAKERS

SESSION 1: CORE VS CRITICAL METALS

Nicola Coslett
Nicola Coslett
CEO Events, CRU

Chris Houlden
Chris Houlden
Head of Analysis, CRU

Rebecca Gordon
Rebecca Gordon
CEO Consulting, CRU

 

Joaquim Nunes de Almeida
Joaquim Nunes de Almeida, European Commission

Adam Johnson
Adam Johnson, Jaguar Land Rover

 

 

SESSION 2: THE PATH TO 2025

Simon Morris
Simon Morris
Head of Base Metals, CRU

Veronika Akhmadieva
Veronika Akhmadieva
American Economist, CRU

Martin Jackson
Martin Jackson
Head of Battery Raw Materials, CRU

Joan Arratia
Joan Arratia
Base Metals Emissions Lead, CRU

Wan Ling
Wan Ling
Head of Chinese Analysis, Aluminium, CRU

Robert Edwards
Robert Edwards
Principal Analyst, CRU

 

 

SESSION 3: THE LONG-TERM VIEW

Rebecca Gordon
Rebecca Gordon
CEO Consulting, CRU

Simon Price
Simon Price
CEO, Exawatt (part of CRU)

Willis Thomas
Willis Thomas
Head of CRU+, CRU

 

Ionut Lazar
Ionut Lazar
Principal Consultant, CRU

WHEN & WHERE

Tuesday 10th October 2023 | 07:00 - 13:30

Waldorf Hilton Hotel, London Aldwych

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

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