CRU

China’s role in metal value chains is now viewed as a strategic risk, especially after Covid exposed supply vulnerabilities. Economic nationalism is rising, but diversifying away from China will be costly. Last week at CRU Breakfast, Alex Tuckett , Veronika Truslove, Ph.D., and Kaitlin Gebbie discussed what this means for supply chains and geopolitics. Read more: https://ow.ly/OItw50XgXMR #CRUBreakfast #Copper #Aluminium #Nickel #China

Adequate #copper supply is not just an industry issue, it’s a global imperative with implications for climate, growth and society as a whole. Join us for critical discussions at CRU World Copper Conference Asia in Shanghai next month. Book by today & save $200: https://bit.ly/4lws5ww #CRUcopperasia

Join Kiwa PVEL and CRU for an overview of our Q4 Solar Technology and Cost (STAC) service! Every quarter, the STAC service provides report subscribers with an update on PV manufacturing and module costs, including pricing outlooks, updated import/export data, and regional policy considerations. On October 29th, we’ll present some of the topics covered in the latest STAC. We’ll cover key questions facing the solar industry as we approach the end of 2025, including: - How are changes in Chinese policy impacting the global outlook for both supply and demand? - How long will TOPCon modules continue to dominate the market? Could a shift towards back contact technology be on the horizon? - How are Section 232, AD/CVD, and other tariffs impacting the U.S. market? - How much AD/CVD-free cell capacity is likely to be available? - And more, including some takeaways from RE+ 2025! The event will feature a live Q&A, so you’ll have an opportunity to have your solar technology and cost questions answered by our experts. Registration is free, just sign up via the link: https://ow.ly/2Fz550XfHQz #SolarTechnologyandCost #SolarPV

CRU are proud to be partnering with the Tulip Media team on the upcoming Cable & Wire Fair in New Delhi! Hear from CRU's Vishnu Patidar as part of two great industry panel discussions on the afternoon of Tuesday 4th November. "Future-Ready Power Networks: Smart, Safe, Green & Resilient" is then followed by "From BharatNet to 6G: Cabling the Next Wave of Connectivity" Check out https://ow.ly/lMCb50Xg8oI for more details!

We’re proud to have Adhita Widiadhari, Senior Consultant, take the stage at the 2026 Indonesia Metal Outlook Conference, hosted by Petromindo & CoalMetal Asia. As global trade dynamics shift, Indonesia’s evolving import demand is becoming a key force reshaping the global supply landscape. In her session, Adhita will unpack how these trends are influencing markets, trade flows, and the outlook for raw materials. 📅 Thursday, 6 November 2025 📍 JW Marriott Hotel, Jakarta If you’re looking to better understand the changing metal and coal supply chain and the opportunities ahead, this is a session you won’t want to miss. Register Now: https://ow.ly/C3Ek50X7yxY #Indonesia #Coal #Metal #Steel #GlobalMarket

Join us for an in-depth seminar where CRU will share its latest insights into the copper market outlook. We will explore the dynamics of both the concentrates and refined copper markets, including assessing the demand outlook shaped by the green energy transition, grid investment, and the rapid rise of data centres. At the same time, the concentrates market is grappling with record-low TCRCs, raising urgent questions over how smelters will navigate today’s tightness and what a recovery path might look like. CRU will also share perspectives on China’s efforts to moderate supply growth and reduce domestic competition, and on the broader implications of resource nationalism as governments take a more strategic stance towards copper. Register Now: https://ow.ly/mACE50XfneT #copper #copperoutlook #copperanalysis #TCRCs #CopperConcentrates Craig Lang Daniel Rodriguez @Yumi Saito

Rising tariff pressures in the U.S. are testing economic resilience. In China, sustained government support is crucial for boosting demand, but ongoing industrial overcapacity and a weak property sector are likely to constrain investment. As policy risks persist and both engines of global demand falter, it is essential to examine the macroeconomic and geopolitical forces shaping commodity markets in 2026. Join us in Seoul for a seminar hosted by CRU in collaboration with Eugene Investment & Securities. Eugene Investment & Securities’ experts will discuss the macro outlook for both global and domestic Korean markets and explore how these forces will impact commodity markets in 2026. Our CRU leading experts will narrow down to share their deep and timely insights on supply-demand dynamics, pricing trends, and the fundamental factors impacting copper, aluminium and energy transition metals markets. Register Now: https://ow.ly/m5om50Xfn7Y Craig Lang Matthew Abrams Daniel Rodriguez #korea #macroeconomy #copper #aluminium #energytransition

Join our webinar, "Takeaways from LME Week: Financing the Future," on Wednesday, October 22, 2025 at 10 AM EST, where analysts from CRU will give a concise debrief on the financing gap across base‑metals markets and the new realities shaping capital deployment. Key takeaways: - Supply‑demand reality check from CRU’s 5‑year outlooks - How rates, inflation and policy are reshaping capital flows and project viability - Why firms are favoring acquisitions over greenfield builds to manage risk and accelerate returns Register now: https://lnkd.in/eJ6_drTs #LMEWeek2025 #BaseMetals #FinancingFuture

China’s footprint in global metal supply chains is expanding, with DRC copper, Indonesian aluminium, and nickel projects reshaping markets. Last week at CRU Breakfast, Charlie Durant and Hang-Wei Hao, Ph.D., CFA dissected these dynamics and their implications for supply chains and geopolitics. The written insight is now available. Read more: https://ow.ly/Hb0L50XcX4y #CRUBreakfast #Copper #Aluminium #Nickel #China

Ready for the future of minerals? Meet us at the International Mining and Resources Conference (IMARC) in Sydney. Our experts Piers Montgomery, Angela Durrant & Jason Needham will be taking the stage in unpacking the Critical Minerals landscape. From exploring how critical minerals are reshaping global supply chains, cost structures and complexities in mining. Join us at Booth T09 to have a chat, gain fresh market insights, and explore solutions that shape the future of your business. Daniel Rodriguez Jennifer Andrews David Royle Meet us at IMARC - https://ow.ly/HP8Z50XfkE5 #IMARC2025 #CriticalMinerals #MiningSupplyChain