The Commodities Outlook Panel looks at key trends as we move into 2022. The panel starts with a discussion on global supply chain constraints and the impacts on the supply of raw materials and costs. Panellists discuss what they’re seeing for the metals and mining industry and any resolutions.
The panel moves on to discuss broader supply and demand drivers, shifting the focus to look at the global energy transition and the impact of the perceived supply deficit in key battery metals. Continuing with this theme of decarbonization, the panellists discuss the transition away from coal as well as bringing in alternative energy sources such as nuclear, hydrogen, thorium, etc.
Commodity-focused discussions look at oil pricing and the future of the industry, and the gold outlook under the current macroeconomic environment.
Panellists:
Daniel Hynes, Senior Commodity Strategist, ANZ
Warren Gilman, Chairman, CEO & Director, Queen’s Road Capital
Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters
Commodities Outlook Panel: Key Trends for 2022 – ANZ, Queen’s Road Capital, Thomson Reuters
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