Held on 28 October 2019, the summit connects representatives of the global metals community as part of London Metals Exchange Week.
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.
Listen to Tom Price, Head of Commodities Strategy, tell us why the weakness in China’s national currency may alter global demand for commodities.
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.
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