Financing the Future: Impact and Opportunity in the Metals Industry

The CRU Breakfast returns once again to London’s Waldorf Hilton on Tuesday 14th of October 2025 where CRU analysts and experts will present and discuss the critical issues, challenges, and opportunities in the metals industry. 

This free to attend customer event takes place each year during LME Week and is a fantastic opportunity to network with other industry professionals and get the latest insights directly from our analysts.  We'll be looking at the macro economic and geopolitical factors affecting metals markets and the role of finance as the world looks to invest in new processes and technologies as part of the energy transition.  We'll also have some high profile guest speakers to help unpack all this insight and get their perspectives on where they see opportunity and risk in the future.

Registration is now open for all CRU customers and we hope you will be able to join us this year.  Secure your place as soon as possible to avoid disappointment and stay tuned for further agenda and speaker updates over the coming weeks.

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2025 Agenda

This year the CRU Breakfast aims to explore the challenges and opportunities related to financing in the industry, particularly in the context of new supply and investment.

Session 1

7:30: Registration Open

8:40 – 8:50 – Welcome message

8:50 –  9:30 - Presentation: Financing the Future: Impact and Opportunity in the Metals Industry

  • Why is the industry at an inflection point, and what makes financing more complex today?
  • What explains the disconnect between strong long-term demand signals and tepid near-term investment?
  • Which financing structures are most likely to scale critical minerals and midstream processing?
  • How are interest-rate differentials and China’s capital shaping global project pipelines and timelines?

9:30 – 9:50 - One-to-One Fireside Chat with a leading industry figure – more details to follow soon

9:50 10:20 – Networking break

Join the debate

Session 2

10:20 – 11:00 - Commodity outlooks from base metals team

Overviews narrating our demand outlooks for across the three main regions and impact of key themes of relevance to Financing the Future

11:00 – 11:45 - Panel discussion & Audience Q&A (comprising CRU staff from across the business + industry experts/partners)

11:45 – 12:00 – Closing Remarks: Summary and Key Takeaways

12:00 – 13:00 – Networking

13:00 Event close

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Session 1 Speakers

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Session 2 Speakers

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Related Content

Detailed agenda and speaker information will be added to this page in the coming weeks so stay tuned for further updates. In the meantime, why not check out some of the on-demand content from our 2024 event?