Global commodity markets are at an inflection point. Energy volatility is reshaping production costs across all value chains, bond market repricing is redefining capital flows and investment appetite, and China is simultaneously managing an energy crisis while positioning for AI-driven growth.
But beneath the headlines, structural challenges persist. Supply chains remain under pressure, demand signals are mixed, and geopolitical risks continue to evolve.
Join CRU for a timely macro briefing ahead of LME Week. Our economists and commodity strategists will examine:
- Energy Crisis Outlook: Where energy markets could go next and what it means for production costs across steel, aluminium, base metals and fertilisers
- Bond Markets & Commodities: How rising yields and credit conditions are reshaping investment, demand and price dynamics
- China's Energy-AI Balancing Act: How China is navigating energy constraints while pursuing AI infrastructure, and why legacy structural issues remain critical to watch
