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Main presentation speaker Grant Colquhoun

Group Economist View profile

Main presentation speaker Vanessa Davidson

Director of Copper Research and Strategy View profile

Main presentation speaker Eoin Dinsmore

Principal Consultant View profile

Main presentation speaker Charlie Durant

Principal Consultant View profile

Main presentation speaker Susan Gao

Head of China, Consulting View profile

Main presentation speaker Chris Houlden

Research Manager View profile

Main presentation speaker Ben Jones

Principal Consultant View profile

Workshop 1 Speaker Ryan Cochrane

Research Manager, Lead, Zinc and Precious Metals View profile

Workshop 1 Speaker Lucent Nicholson

Senior Consultant View profile

Workshop 2 Speaker Rebecca Gordon

Head of Technology Metals and Energy, Consulting View profile

Workshop 2 Speaker Aleksandar Popovic

Senior Consultant View profile

CRU is holding its annual CRU Breakfast in London on Tuesday 31st October 2017 and we would like you and your colleagues to join us.

This event is free to attend and takes place at RIBA, London from 9:00 am until 1:00 pm.

During this breakfast event, there will be an opportunity to network with industry participants, CRU analysts and attend our presentation and workshops. 

Register here

 

The theme for this year’s main presentation is: Funds and Chinese fundamentals.

  • Are macroeconomics, money or market balances driving LME metal prices?
  • Has Chinese supply-reform and environmental policy transformed the outlook for commodities?
  • How will the green revolution play out for the LME metals?

We will also host two workshops:

  • Workshop 1: Marginal costs and base metal pricing indicators
    • Prices and margins: Are metal prices rising faster than costs and where do we expect the fastest rates of cost inflation?
    • Past and present cycles of price support: CRU will look at Pb/Zn, Cu and Ni and how the various cost curves have fared
    • What can we conclude on fundamental or fund-driven recent price action and the effects for miners?
  • Workshop 2: New energy vehicles – effect on metals markets
    • Rates of adoption of new energy vehicles – significant impacts on future commodity demand and forecasting adoption
    • CRU investigates three forecasting methods: economic modelling, survey of consumer attitudes and review of automotive manufacturers Plans
    • What can we conclude and what does it mean for LME commodities?

    The presentation and workshops are open to all registered delegates.

    Address: RIBA, 66 Portland Place, London W1B 1AD


    Highlights from the 2016 CRU Breakfast

    The presentation topics as always were relevant and timely leading to great networking opportunities and exchange of views on the markets.

    Dariusz Lis Director - ING Bank

    Register here

Main presentation speaker Grant Colquhoun

Group Economist View profile

Main presentation speaker Vanessa Davidson

Director of Copper Research and Strategy View profile

Main presentation speaker Eoin Dinsmore

Principal Consultant View profile

Main presentation speaker Charlie Durant

Principal Consultant View profile

Main presentation speaker Susan Gao

Head of China, Consulting View profile

Main presentation speaker Chris Houlden

Research Manager View profile

Main presentation speaker Ben Jones

Principal Consultant View profile

Workshop 1 Speaker Ryan Cochrane

Research Manager, Lead, Zinc and Precious Metals View profile

Workshop 1 Speaker Lucent Nicholson

Senior Consultant View profile

Workshop 2 Speaker Rebecca Gordon

Head of Technology Metals and Energy, Consulting View profile

Workshop 2 Speaker Aleksandar Popovic

Senior Consultant View profile

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