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Speaker Ryan Cochrane

Research Manager, Lead, Zinc and Precious Metals View profile

Speaker Charlie Durant

Principal Analyst View profile

Speaker Guillaume Osouf

Principal Analyst View profile

Speaker Laura Cross

Head of Nitrogen Analysis View profile

Speaker Alexander Derricott

Fertilizer Costs Analyst View profile

We would be delighted if you could join us at CRU's Briefings in Zurich:

 

Time: 15.00 to 17.00

Date: 27 September 2018

Venue: Schweizerhof Hotel, Zurich, Switzerland

There will be two briefings running simultaneously:

Base Metals Briefing:

There are evolving market constraints, due to concentrate market squeezes and the consequences, both intended and unintended, of policy changes in China and the USA. What is the outlook for prices, premiums and material flows in this new world order?

  • Copper - Deficits, what deficits? Is the copper market still heading for a supply squeeze?
  • Zinc - Concentrates, TC and metals premiums - how these metrics interplay and what they can tell us about the zinc market?
  • Aluminium - Sanctions, tariffs and Chinese environmental policy.

Fertilizer Briefing:

Despite remaining structurally oversupplied, the fertilizer markets have experienced a turnaround in sentiment so far in 2018. Recent price increases have been driven by short-term dynamics, but does this signal the start of a meaningful recovery?

  • Price drivers in the nitrogen and phosphate markets: will the recent momentum continue?
  • How will supply and demand developments impact the rerouting of global trade flows?
  • Which producers are key in setting prices and what are the prospects for exporter costs?

There will be a drinks reception following the Briefings.  Spaces at the Briefings are limited so please register to reserve your place. You are welcome to invite your colleagues.

 
Register for the Base Metals Briefing

Speaker Ryan Cochrane

Research Manager, Lead, Zinc and Precious Metals View profile

Speaker Charlie Durant

Principal Analyst View profile

Speaker Guillaume Osouf

Principal Analyst View profile

Speaker Laura Cross

Head of Nitrogen Analysis View profile

Speaker Alexander Derricott

Fertilizer Costs Analyst View profile

The Latest from CRU

Insight

Pandering to the China bears: how much zinc supply is too little?

Global concentrate inventories first reached critical levels in 2017 Q1, leading to Chinese smelter utilisation rates falling below 90% and remaining at depressed levels...

By Ryan Cochrane 17 August 2018