Watch on demand
The world is becoming more volatile and uncertain. This creates opportunities in commodity markets, but also challenges in navigating these trends and shocks.
(Recorded 22 January)
Agenda:
- Trade - what does Trump 2.0 mean?
- Green tech - will China's dominance continue?
- China - can it rebalance its economy?
- BEV market - the transition in Europe will get back on track.
- Green policy - there is a risk of roll-back.
- Grid - will become increasingly important, particularly the question of who will pay
- Industrial competitiveness - we expect a recovery in IP but energy concerns will play into competitiveness.
