Name
Navigating commodity super-cycles - a macro-metals perspective
Date & Time
Tuesday, July 2, 2024, 9:35 AM - 10:15 AM
Speakers
James Whiteside, Wood Mackenzie
David Wilson, BNP Paribas
Colin Hamilton, BMO Capital Markets
Christopher Ecclestone, Hallgarten & Company
Edward Fremlin-Key, ICBC Standard Bank
James Whiteside David Wilson Colin Hamilton Christopher Ecclestone Edward Fremlin-Key
Description
  • Historical significance of commodity super-cycles
  • The potential for a new super-cycle
  • Government policies, sustainability goals, and technology's role in shaping market trends
  • Identifying winners and losers and strategic positioning for investors
  • Lassonde curve principles and why they matter today.
Session Type
Panel Discussion