Navigating the uncertainty
2023 has, as expected, delivered weaker margins for producers of most future-facing commodities. Global monetary tightening has weighed on demand for metals and the pervasive supply chain disruptions of 2022 have dissipated, if not completely disappeared. The renewables and EV sectors, critical pieces of metals demand, have fared reasonably well, but are by no means immune from the global slowdown, and are facing other headwinds of their own.
As we move into 2024, much uncertainty remains. Conflict, energy security and China’s economic prospects still stalk markets, and clarity around the timing of a recovery remains elusive. Meanwhile, miners face new levels of regulation and costs. To make sense of these seismic shifts, and their impact on the key commodities that underpin the energy transition, Wood Mackenzie is pleased to announce that its Future Facing Commodities Forum will be taking place once again on 27 March.
By attending this forum, you will explore the latest trends and insights, and:
- Get updated views on our unparalleled and integrated coverage of the renewables, Battery and Electric Vehicles value chains
- Watch as our world-class analysts unpack their detailed analysis of short and long-term forecasts for key Future Facing commodities
- Understand how technology, geopolitics, and tightening emissions regulation is impacting metals markets
- Focus on the outlook for those renewables, battery and EV materials that are key to building our electrified future, including Lithium, Nickel, Aluminium, Copper, Rare Earths, Manganese, Vanadium, Cathode & Precursor, Graphite and more
Visit our event page to check out the agenda and register!
Wood Mackenzie Events Team