Following CRU's breakfast briefing which took place during LME Week, this focused debrief examines the critical gap between required investment levels and current financing reality across base metals markets. Our analysts will present CRU's 5-year commodity outlooks alongside the new realities reshaping capital deployment, from ESG complexities to policy interventions. Attendees will gain practical insights into how participants are adapting their growth strategies, particularly the strategic shift toward acquisitions over greenfield development in today's higher-risk environment.
1. Get the Supply-Demand Reality Check
Based on CRU's 5-year commodity outlooks, what's the real supply gap across critical metals and can development timelines close supply shortfalls in time?
2. Understand New Realities of Capital Deployment
How are high interest rates, inflation, and trade policies reshaping where capital flows, and is decarbonization making projects less viable by increasing capex, design complexity even as there's supposed to be an active incentive to build green-centered projects?
3. Navigate the Strategic Pivot
Is buying over building seen as a wiser use of the balance sheet and how are companies reshaping their growth strategies to manage risk and accelerate returns in this challenging financing environment?
