CRU’s growing presence at PDAC includes multiple presentations by our commodity experts.
Attend the live sessions at PDAC or request the presentation slides by following the link at the bottom of the page. You may also arrange a meeting with CRU at Booth 6829N in the Mining Marketplace.
Here are your opportunities to hear CRU this year:
Sunday, March 4; Commodities and market outlook
Room 701, MTCC
Inevitable deficits? An outlook for commodities - Paul Robinson
1:25 PM - 1:50 PM
The presentation covers the major factors that have contributed to recent price upturns, while assessing the outlook for commodity markets over the next 12 months. The sustainability of the current commodity market cycle is addressed and concludes with CRU’s perspective.
The outlook for zinc: What is next? - Ryan Cochrane
2:15 PM - 2:40 PM
This presentation examines the outlooks and outcomes across the zinc market from recent years. We then address the next stage of the story, Chinese winter and to what extent smelters will be able to secure sufficient working feed to operate fully through first half 2018.
Marginal costs and base metal pricing: The good, the bad and the ugly - Ryan Cochrane
3:30 PM - 3:55 PM
The degree of supply side discipline across the lead/zinc, nickel, and copper sectors have varied significantly over the past few decades. This presentation identifies past cycles of price support, future cost drivers, and where margins may be headed for these base metals.
Wednesday, March 7: Changing economic fundamentals and their impact on traditional and critical metals
Room 715, MTCC
Electric vehicles and bottlenecks in the battery metals supply chain - Alex Laugharne
9:35 AM - 10:00 AM
With the electric vehicle (EV) ramp up alongside uncertain outcomes, we examine the key battery metals impacted: lithium, cobalt, nickel, and graphite demand. We then provide insight into a range of demand outcomes for critical battery metals, as well as supply chain bottlenecks and potential shortfalls in each of these markets, along with an understanding of possible future price scenarios.
Click below to select and request the presentation slides you would like to receive or ask a question. You may also request a meeting.
