Recap of the CRU Breakfast
Featured Insights
Following our CRU Breakfast at LME Week, we’re pleased to share two analyst insights that expand on the themes from our presentations. They distill the key forces shaping metals demand and the financing of supply chains. Missed the live sessions? Read the insights below for a concise recap.
CRU Breakfast Part 1: Financing the Future of metals
This insight lays out the long‑term, demand‑side investment case for metals, driven by profound shifts in the global economy: the energy transition, AI and automation, and adaptation to greater climate and geopolitical volatility. These forces point to substantial metals requirements and sharpen the focus on supply. Read the full insight below.
CRU Breakfast Part 2: Financing metals supply chains
This insight examines the rising global interest in “strategic” approaches to investing across metals value chains. We unpack why China has excelled in this arena, the barriers others face in building resilience, and why this model is likely to gain momentum—not only in developed economies but also in non‑aligned regions across the Middle East, Southeast Asia, and Latin America. Read the full insight below.
Featured Webinar
Following CRU's breakfast briefing which took place during LME Week, this focused debrief examines the critical gap between required investment levels and current financing reality across base metals markets. Our analysts will present CRU's 5-year commodity outlooks alongside the new realities reshaping capital deployment, from ESG complexities to policy interventions. Attendees will gain practical insights into how participants are adapting their growth strategies, particularly the strategic shift toward acquisitions over greenfield development in today's higher-risk environment.
Speakers: Frank Nikolic | Charlie Durant | William Tankard
CRU in the News
Cobalt prices at a three-year high as the top producer imposes export curbs that could tighten supply, Bloomberg reports. As speaking to Bloomberg, CRU's battery materials analyst, Tom Matthews, PhD notes “Refined output is already being curtailed to preserve intermediate stocks. ... Chinese metal production is now at multi-year lows.”