Commodities

LME Base Metals Summit 2019

Held on 28 October 2019, the summit connects representatives of the global metals community as part of London Metals Exchange Week.

8th annual event

a linchpin of LME Week

400+ market participants

a strong indication of market sentiment in the metals industry

200+ client companies

all here at the London hub to exchange current views of the market outlook


Key takeaway from 2019

"A year ago, we were focused on the US-China trade conflict. A year on, the conflict persists, alongside a deterioration in global growth. And with multiple supply shocks in nickel, iron ore, coal and gas distorting prices across commodity markets, we look at the potential impacts of further economic stimulus. "

Tom Price, Head of Commodities Strategy, Commodities and Global Markets

Growth quagmire

Listen to Macquarie’s Commodities Strategists explain the impact of supply disruptions and waning demand growth on the general outlook.

Pressure on copper

Listen to Vivienne Lloyd, Metals Strategist, quantify the shift in industrial demand for base metals as a result of the US-China trade conflict.

Currency impacts

Listen to Tom Price, Head of Commodities Strategy, tell us why the weakness in China’s national currency may alter global demand for commodities.

Nickel's exposure

Listen to Jim Lennon, Senior Commodities Strategist, describe how this market’s sentiment has been hit by the ban on ore exports from Indonesia.

Iron ore supply shock

Listen to Serafino Capoferri, Bulks Strategist, illustrate seaborne iron ore market distortion following Vale’s tragic dam failure.

Gold's cyclical sweet spot

Listen to Marcus Garvey, Commodities Strategist, present an upside case for the gold price even after its recent rally.

We think differently

With access to physical trading expertise in the issues and trends that drive markets, we provide comprehensive insights across the commodities spectrum.

Our metals expertise

Macquarie has been operating continuously in metals markets for more than 40 years, giving us one of the longest track records globally in this market for a financial institution.

We connect producers, consumers, investors and merchants, working with our clients to manage risk, finance operations and gain strategic insight into their businesses and the markets in which they operate.

With capabilities across the metals value chain, we deliver comprehensive financing and risk management solutions for our clients, including:

  • Market-leading technical and fundamental insights
  • Customised solutions encompassing physical product, derivatives and financing
  • Cross-commodity and cross-market structuring
  • Liquidity in both derivatives and physical markets
  • Tailored investment solutions through Commodity Investor Products
  • Financing capabilities for metals in port or in transit
  • Financing warehoused metal in cash and carry trades, third party stock and repo finance
  • Logistics services.

Contact us

Ariel Seldman

Managing Director
Metals | Americas
+1 212 231 6317
ariel.seldman@macquarie.com

Rohan Khurana

Senior Managing Director
Metals | Asia
+65 6601 0308
rohan.khurana@macquarie.com

Nael Noueiri

Managing Director
Metals | EMEA
+44 20 3037 4913
nael.noueiri@macquarie.com

Peter Barnes

Managing Director
Metals | EMEA
+44 20 3037 5968
peter.barnes@macquarie.com