Download the CRU Breakfast Companion
Commodity markets are shaped by geopolitics, trade policy and supply disruption as much as by demand. The CRU Breakfast Companion 2026 brings together expert analysis from CRU International to help you understand what has changed and what may come next. Download it to read the insights behind this year's CRU Breakfast discussions.
What's inside:
- Commodity outlooks covering the key metals markets
- Copper economics, including cost competitiveness, concentrate pricing and value creation
- Critical minerals and trade policy, including government intervention and supply chain change
- The battery value chain, including protectionism and localisation
- AI-driven metals demand, from data centres to embodied AI
- Industry perspectives, including an interview with the CEO of Emirates Global Aluminium
