CRU analysts are turning their attention to the upcoming CRU Breakfast held during LME Week, on 14 October 2025. In the buildup to the event, we will be publishing a series of Insights that will summarise the main topics and themes that will drive discussions across key markets. We will publish eight essential commodity briefings to our copper, nickel, aluminium, lead, lithium, cobalt, gold and zinc customers, followed by a cross-commodity wrap-up for all customers that you won’t want to miss.
About CRU Breakfast
CRU Breakfast is a flagship event and a key forum for industry leaders to come together and discuss the defining themes shaping the future of the metals industry – covering critical issues, challenges, and opportunities. Held annually during LME Week, this free-to-attend customer event is a fantastic opportunity to network with other industry professionals and get the latest cross-commodity insights directly from our analysts.
Register for CRU Breakfast 2025
Financing the future: Investment in metals and market risks
This year’s event is titled Financing the Future: Impact and Opportunity in the Metals Industry, examining the role of finance in developing the industry to meet the basic material needs of economies reshaped by new technologies and geopolitics. The event will explore where risks and opportunities are emerging across regions and value chains, and how transparency, resilience and sustainability considerations are influencing investment decisions.
Session 1 of CRU Breakfast will set out the compelling long-term global case for investment in metals at the heart of the energy transition.
Despite clear demand signals, near-term investment has fallen short of what’s needed to build future supply. Countries with higher risk tolerances and defined industrial strategies – such as China – have stepped in to close this gap, forcing the rest of the world to make tough choices about their investment strategies.
At this inflection point, countries will need to balance resilience, affordability and sustainability in their supply chains to remain competitive. Those that navigate this trade-off effectively will be able to employ robust financing strategies to scale supply, processing and enabling technologies, creating significant growth opportunities. Session 1 will be closed out with a one-to-one fireside chat with a leading industry figure further exploring how investment in metals presents both opportunities and risks.
Session 2 will see our analysts delivering their much-anticipated market outlooks.
The outlooks will offer valuable insights into market trends and forecasts of LME metals. Whether it be the impacts of tariffs on demand and premia, how shifting policy is shaping markets or expectations for TC/RCs, our subject-matter experts will be on hand to guide you through the topics that really matter. An industry panel with key figures from across the world of commodities will round out the event building on discussion and hosting an audience Q&A.
Want more from CRU?
If you’re interested in exploring more of CRU’s commodity insights in the buildup to CRU Breakfast, request a demo here.
