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Energy Transition Part 3 Copper: The metal for electrification

When it comes to electrification of our energy systems, copper is likely to be one of the largest beneficiaries. As an excellent conductor of electricity and being so malleable and ductile alongside having a high resistance to corrosion, copper is the perfect metal for electrical wiring. With growth expected on many fronts, including an upgrade of the grid infrastructure, strong electric vehicle sales and a more expansive electric vehicle charging infrastructure, the demand for copper is likely to rise over the coming decades.

In this session will explore
+ What makes copper so unique and whether any substitutes can contend with this metal
+ Demand growth projections
+ The circular economy for copper

During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
+ Raising the price of Carbon: the EU’s strategy to meet its climate goals
+ Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
+ Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile
Recorded Sep 22 2021 46 mins
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Presented by
Nitesh Shah, Director, Research, WisdomTree | Colin Bennett, International Copper Association
Presentation preview: Energy Transition Part 3 Copper: The metal for electrification

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  • Channel
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  • How artificial Intelligence will transform society Recorded: Oct 13 2021 46 mins
    Christopher Gannatti, Head of Research Europe, WisdomTree
    AI is a powerful force that could have the potential to impact every industry. With the adoption of AI continuing to accelerate as demand for greater productivity, efficiency, and the ability to process ever growing datasets increases.

    During this webinar, we will look at the current state of artificial intelligence and some of its key areas of focus. The presentation will also cover aspects of investment and valuation, as well as a rationale as to why AI may be an exciting megatrend today in a much more profound way than in the past. Finally, we will cover one example of how an investment strategy could be structured in order to capture this megatrend with a so-called ‘value-chain’ approach.

    Highlights:
    +Setting the context of the current market environment
    +Exploring how the economic landscape has been evolving
    +Showcasing an example of how to structure an investment strategy
  • Energy Transition Part 4 Nickel: Electric vehicle battery demand for nickel Recorded: Sep 23 2021 47 mins
    Nitesh Shah, Director, Research, WisdomTree | Michael Widmer, BofA Securities
    As the electrification of cars gains momentum, greater demand for nickel-based cathodes for usage in batteries will set nickel apart from other base metals. Nickel-rich cathodes give electric vehicle batteries higher energy densities and allow manufacturers to constrain their reliance on cobalt.

    In this session will explore
    + As nickel becomes less steel dependent and more battery dependent, how will it alter the metal’s behaviour?
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    During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
    + Raising the price of Carbon: the EU’s strategy to meet its climate goals
    + Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
    + Copper’s role in the energy transition: the metal for electrification
  • Energy Transition Part 3 Copper: The metal for electrification Recorded: Sep 22 2021 46 mins
    Nitesh Shah, Director, Research, WisdomTree | Colin Bennett, International Copper Association
    When it comes to electrification of our energy systems, copper is likely to be one of the largest beneficiaries. As an excellent conductor of electricity and being so malleable and ductile alongside having a high resistance to corrosion, copper is the perfect metal for electrical wiring. With growth expected on many fronts, including an upgrade of the grid infrastructure, strong electric vehicle sales and a more expansive electric vehicle charging infrastructure, the demand for copper is likely to rise over the coming decades.

    In this session will explore
    + What makes copper so unique and whether any substitutes can contend with this metal
    + Demand growth projections
    + The circular economy for copper

    During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
    + Raising the price of Carbon: the EU’s strategy to meet its climate goals
    + Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
    + Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile
  • Energy Transition Part 2 Platinum: From abatement technology to hydrogen economy Recorded: Sep 21 2021 46 mins
    Nitesh Shah, Director, Research, WisdomTree | Trevor Raymond, Director of Research, World Platinum Investment Council
    Platinum already has an established role in greenhouse gas emissions abatement, particularly in internal combustion engine vehicles. As emission regulation across the world becomes tighter, platinum loadings in traditional vehicles are likely to increase. However, as new energy vehicles gain prominence, there is still a role for platinum in the hydrogen economy. Platinum is used both in hydrogen fuel cells and in the production of green hydrogen.

    In this session we will explore
    + Growth in demand trends in traditional internal combustion engine vehicles
    + How platinum is used in the hydrogen economy and its prospects for growth
    + How platinum’s unique supply concentration could present challenges in meeting rapid demand growth

    During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
    + Raising the price of Carbon: the EU’s strategy to meet its climate goals
    + Copper’s role in the energy transition: the metal for electrification
    + Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile
  • Energy Transition Part 1 Carbon: Raising the price of Carbon Recorded: Sep 20 2021 46 mins
    Nitesh Shah, Director, Research, WisdomTree | Elree Winnett Seelig, Citi | Alfred Cheng, Citi
    Having implemented a legally binding medium-term target to reduce greenhouse gas emissions by 55% relative to 1990 by 2030, the European Union arguably has articulated one of the most ambitious climate goals in the world. The EU Emissions Trading System (ETS) is the centrepiece of its strategy. Sectors covered by EU ETS have delivered the largest reductions in greenhouse gas emissions so far. In its “Fit for 55” legislative package, the EU has positioned itself to expand the EU ETS and more aggressively constrain the supply of EU Allowances (i.e. climate or carbon credits), that companies need to emit greenhouse gas emissions. In doing so, they’re likely to drive up the price of Allowances i.e. the EU’s market price of carbon.

    In this session we will explore:
    + Why the EU prefers this market-based emissions abatement strategy
    + What the latest round of legislative changes could mean for carbon prices
    + How will doubling down on the EU ETS strategy accelerate the energy transition

    During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
    + Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
    + Copper’s role in the energy transition: the metal for electrification
    + Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile
  • Silver in spotlight Recorded: Jul 7 2021 47 mins
    Nitesh Shah, Director, Research, WisdomTree | Philip Newman, Managing Director, Metals Focus
    Silver is often described as the hybrid metal: it has a strong correlation with gold (often seen as a defensive asset) and at the same time it is quite cyclical (driven by its industrial uses).

    In this webinar Nitesh Shah, WisdomTree will be joined by Philip Newman, Metals Focus, to take a deeper look at what is happening in the silver market. Together they will explore:

    + Higher inflationary environments bode well for gold and silver. Will an economic recovery give a further tailwind to silver’s price?
    + If markets reassess their expectations for the pace at which central banks tighten monetary policy, could silver prices come under pressure?
    + Will silver’s growing use in photovoltaics and automobiles, in an increasingly electrified world, drive silver demand higher?
    + Both supply and demand for silver fell in 2020 amid the COVID pandemic, but on net, the market surplus rose (excluding ETPs). Can demand rise faster than supply in 2021 to restore a lower market surplus?
  • Refresh for Recovery Pt 5: How to use S&L ETPs to benefit from a global recovery Recorded: Jul 6 2021 29 mins
    Pierre Debru, Director, Research, WisdomTree
    Short & Leveraged Exchange Traded Products can be used in a large spectrum of market scenarios and can help achieve a wide range of investment goals. They are a capital-efficient way to express tactical views and a powerful tool to hedge portfolios or create complex investment strategies.

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    + Reflation & interest rate increases
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    + Structural Recovery & Infrastructure Boom

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  • Refresh for Recovery Part 4: Enhance your portfolio with new diversifiers Recorded: Jun 29 2021 32 mins
    Florian Ginez, Associate Director, Quantitative Research, WisdomTree
    Over the last decade, Bitcoin has proven its merits over time, leading the way for the further development of blockchain technology and the creation of numerous other cryptocurrencies. With growing adoption and acceptance, cryptocurrency has demonstrated it is not a passing trend and has real potential as its own asset class within investment portfolios. But, as a nascent asset class, it can be difficult for investors to navigate.

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    + The case for digital assets as portfolio diversifiers
    + A look at the historical impact of digital assets in a portfolio
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    ‘Is it time to Refresh your Portfolio?’

    In this series we aim to take you through various example strategies and how to consider to position your portfolios for recovery.

    Other webinars in this series:
    + Navigating the recovery - an equity outlook for the second half of 2021
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    + Enhance your Fixed Income positions with Euro Bonds
    + How to use Short & Leveraged ETPs to benefit from a global recovery?
  • WisdomTree Cloud Technology Webinar with Bessemer Venture Partners Recorded: Jun 24 2021 55 mins
    Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree | David Wehrs, Partner, Bessemer Venture Partners
    Growth of Cloud Computing: Seven predictions for 2021

    Cloud Computing is an important megatrend for the 2020’s and beyond, but the shift from 2020 to 2021 has been notable. While events of 2020 served to awaken many market participants to the convenience or benefits of cloud computing, 2021 might entail a transition back towards pre-pandemic economic conditions, at least in some markets.

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    + BVP's seven predictions for 2021
    + How people consider adding Cloud Computing to a portfolio

    This webinar is CPD certified.
  • Refresh for Recovery Part 3: Enhance your fixed income position with euro bonds Recorded: Jun 22 2021 31 mins
    Lidia Treiber, CFA, Director of Research, WisdomTree
    With the rise of new asset classes amid the pandemic, is it time to consider adding new exposures? With the notable social impact the health pandemic has caused, many bond investors are considering refreshing their portfolios to add more ESG-friendly bond allocations. The European Union has taken a lead by becoming one of the largest social bond issuers in the world and taken major steps towards providing clarity on sustainable bonds issuance across Europe. As a major issuer of social and green bonds, what could European Union (EU) bonds do for your portfolio?

    In this webinar we will look at:

    + How will the EU transform the European bond universe in the years to come?
    + Why are so many investors considering EU bonds amid the pandemic?

    ‘Is it time to Refresh your Portfolio?’

    In this series we aim to take you through various example strategies and how to consider to position your portfolios for recovery.

    Other webinars in this series:
    + Navigating the recovery - an equity outlook for the second half of 2021
    + Enhance your gold position with responsible gold
    + Enhance your portfolio with new diversifiers
    + How to use Short & Leveraged ETPs to benefit from a global recovery?
  • Refresh for Recovery Part 2: Enhance your gold position with responsible gold Recorded: Jun 15 2021 32 mins
    Nitesh Shah, Research, WisdomTree | John Mulligan, Climate Change Lead & Market Relations, World Gold Council
    The gold value chain stretches from miners to refiners to end consumers: investors, jewellery customers and industry to name a few. When thinking about Environmental, Social and Governance there is a wide scope for consideration.

    In this webinar we will be joined by The World Gold Council (WGC), who will take us through their Responsible Gold Mining Principles (RGMPs) which is a framework that sets out clear expectations for consumers, investors and the downstream gold supply chain as to what constitutes responsible gold mining.

    In this webinar we will explore:
    + What role do upstream companies have in meeting the ESG aspirations of consumers?
    + What influence will the WGC have in shaping the future of gold traded in the institutional markets, particularly as they are increasingly shaped by ESG and climate change considerations?
    + How artisanal miners – an important but challenging part of the global value chain, unrepresented by any meaningful trade body – might be brought into scope.

    ‘Is it time to Refresh your Portfolio?’

    In this series we aim to take you through various example strategies and how to consider to position your portfolios for recovery.

    Other webinars in this series:
    + Navigating the recovery - an equity outlook for the second half of 2021
    + Enhance your Fixed Income positions with Euro Bonds
    + Enhance your portfolio with new diversifiers
    + How to use Short & Leveraged ETPs to benefit from a global recovery?
  • Refresh for Recovery Part 1: Navigating the Recovery - An Equity Outlook H2 2021 Recorded: Jun 8 2021 30 mins
    Pierre Debru, Director, Research, WisdomTree
    With inflation expectations on the rise, vaccines driving cyclical optimism, accommodative monetary and fiscal policy, accelerating megatrends and the rise of Environmental, Social and Corporate Governance (ESG), equity investors are being pulled in many directions.

    This webinar will focus on the main macro themes that could drive equities and offer a cohesive, diversified framework to approach equity investing for the second half of 2021.

    ‘Is it time to Refresh your Portfolio?’

    In this series we aim to take you through various example strategies and how to consider to position your portfolios for recovery.

    Other webinars in this series:
    + Enhance your gold position with responsible gold
    + Enhance your Fixed Income positions with Euro Bonds
    + Enhance your portfolio with new diversifiers
    + How to use Short & Leveraged ETPs to benefit from a global recovery?
  • Thematic Investing 4 Three approaches to fit thematic investments in a portfolio Recorded: May 20 2021 32 mins
    Pierre Debru, Director, Research, WisdomTree
    Whether thematic investments are used tactically or strategically, investors’ portfolio allocation needs to be able to accommodate for them efficiently. However, thematic investments do not fit naturally in pre-existing processes and frameworks.

    In this webinar, we propose three possible approaches to fit both tactical and strategic investments in investors’ portfolios. We will also look at how such allocations can improve the overall risk-return profile of such portfolios.
    • The Core Satellite Approach,
    • The Global Equity Approach,
    • The Long-Term Approach.

    Thematic investments promise to harness long-term growth by turning structural, world-changing shifts into compelling investment opportunities. While rife with potential, these new investment strategies also create risks for investors as they force us to rethink how we evaluate these tools in the context of fund selection and asset allocation. Across this series, we will look at the investment process in its entirety and propose adjustments that would allow investors to harness the power of megatrends through thematic investments.

    Other webinars in this series:
    • Understanding the Thematic Universe - The WisdomTree Thematic Classification
    • Selecting thematic funds – Five criteria to separate the wheat from the chaff?
    • Strategic or Tactical Thematic portfolios - How to combine the different themes?
  • Thematic Investing Series 3: Strategic or tactical thematic portfolios Recorded: May 13 2021 31 mins
    Pierre Debru, Director, Research, WisdomTree
    While thematic investment is new and exciting, investors should still try to follow the key investing principles in portfolio management. Whether investors are using thematic investment strategically or tactically, building a coherent, fit for purpose thematic sub-portfolio is key to success. In most cases, a well-thought-out combination of thematic investments will deliver better results than a single investment.

    In this webinar, we will examine two different approaches to thematic investing, trying to maximise their impact and leveraging their growth potential:
    • Strategic Approach, focusing on the advantages of diversification
    • Tactical Approach, combining innovation with well-established principles to deliver better overall results.

    Thematic investments promise to harness long-term growth by turning structural, world-changing shifts into compelling investment opportunities. While rife with potential, these new investment strategies also create risks for investors as they force us to rethink how we evaluate these tools in the context of fund selection and asset allocation. Across this series, we will look at the investment process in its entirety and propose adjustments that would allow investors to harness the power of megatrends through thematic investments.

    Other webinars in this series:
    • Understanding the Thematic Universe - The WisdomTree Thematic Classification
    • Selecting thematic funds – Five criteria to separate the wheat from the chaff?
    • Three approaches to fit thematic investments in a portfolio
  • Thematic Investing Series 2: Selecting thematic funds Recorded: May 6 2021 30 mins
    Pierre Debru, Director, Research, WisdomTree
    Fund selection in thematic investment is key because of the vast difference between funds in the same investment theme, whilst being challenging because of the absence of benchmarks, peer groups, and track records. In this webinar, we look to mitigate this issue by proposing that investors focus on strategy construction and their own beliefs about a given theme.

    Our goal is to provide clear steps for understanding which strategy might best represent an investor’s conviction in a theme and its underlying story. To do so, we present a holistic framework for selecting thematic funds based on these five building blocks.
    1. Clarity of Theme,
    2. Expertise,
    3. Purity of exposure,
    4. Differentiation,
    5. Portfolio Construction.

    Thematic investments promise to harness long-term growth by turning structural, world-changing shifts into compelling investment opportunities. While rife with potential, these new investment strategies also create risks for investors as they force us to rethink how we evaluate these tools in the context of fund selection and asset allocation. Across this series, we will look at the investment process in its entirety and propose adjustments that would allow investors to harness the power of megatrends through thematic investments.

    Other webinars in this series:
    • Understanding the Thematic Universe - The WisdomTree Thematic Classification
    • Strategic or tactical thematic portfolios - How to combine the different themes?
    • Three approaches to fit thematic investments in a portfolio
  • Thematic Investing Series 1: Understanding the thematic universe Recorded: Apr 29 2021 29 mins
    Pierre Debru, Director, Research, WisdomTree
    Thematic investments provide an innovative investment approach, breaking from traditional silos like countries, sectors, factors, or regions. However, it is challenging to keep track of the ever-increasing number of investment solutions in the space when there is no recognised nomenclature.

    To help fill that gap, in this webinar, we will introduce the WisdomTree Thematic Classification that splits the universe into 35 investment themes across four main clusters:
    • Social & Demographic Shifts,
    • Technological Shifts,
    • Geopolitical Shifts and
    • Environmental Pressures.

    Thematic investments promise to harness long-term growth by turning structural, world-changing shifts into compelling investment opportunities. While rife with potential, these new investment strategies also create risks for investors as they force us to rethink how we evaluate these tools in the context of fund selection and asset allocation. Across this series, we will look at the investment process in its entirety and propose adjustments that would allow investors to harness the power of megatrends through thematic investments.
    Other webinars in this series:
    • Selecting thematic funds – Five criteria to separate the wheat from the chaff?
    • Strategic or tactical thematic portfolios - How to combine the different themes?
    • Three approaches to fit thematic investments in a portfolio
  • Commodities Series Pt iv: Commodities, environment & the green energy transition Recorded: Mar 16 2021 32 mins
    Mobeen Tahir, Research, WisdomTree
    Investors are becoming increasingly cognizant of the positive impact their decisions can make on the environment. As a green energy transition accelerates, the commodities consumed in the future will be different to those consumed today. Investors have an opportunity to try and get ahead of this structural shift and position themselves with the commodities expected to benefit. Greater consideration for the environment may also mean that the pace at which raw materials can be extracted (mined or drilled for example) will be slower than what we have seen in the past. Supply constraints may offer further price support to certain commodities.
    In part iv of this webinar series we will shed light on the following:
    •The frontiers where the green energy transition might be accelerating
    •Where supply risks are most prevalent
    •How investors can participate in the theme through commodities.

    After a challenging start to 2020, the commodities complex recovered well in the second half of the year and is entering 2021 with a lot of positive momentum. Across this series we take a look at the key themes that we believe are likely to drive the commodities markets in 2021.
    •A cyclical economic recovery – how will the manufacturing rebound impact commodities?
    •Structural recovery - will infrastructure investment add a further tailwind to commodities?
    •A focus on the environment – is the green energy transition accelerating?
    •La Niña – how can nature disrupt the agriculture complex?

    Other webinars in this series:
    + Part i: The impending reflation and portfolio readiness
    + Part ii: A red sky at night, a commodity trader’s delight?
    + Part iii: Mind the (infrastructure) gap
  • WisdomTree US Market Update Webinar with Jane Street Recorded: Mar 11 2021 52 mins
    Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree | Emanuele Mastroddi, Institutional Sales & Trading, Jane Street
    With the Democrat Party now in charge of the three branches of government in the US, what does that mean for growth/inflation prospects, U.S. interest rates and budget deficits?

    The Federal Reserve’s (Fed) new average inflation targeting policy approach should keep short-term rates anchored towards zero, but as we’ve seen thus far in 2021, the U.S. 10-year Treasury yield can still move higher. Should U.S. Dollar based investors be considering rate-hedged strategies for their bond portfolios?

    Join this exclusive webinar where Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree will be joined by Emanuele Mastroddi, Institutional Sales & Trading, Jane Street who will discuss recent trends in US fixed income. The webinar will conclude with a live Q&A session.

    Highlights include:
    + Where is U.S. economic growth headed in 2021?
    + The ‘Reflation Trade’ makes a comeback
    + Do budget deficits matter?
    + Can the UST 10-year yield retrace all of 2020 decline?
    + Treasury Floating Rate Note (FRN) strategies vs. Treasury Inflation Protected Securities (TIPS)
    + The current backdrop in the US bond market
    + The continued adoption of fixed income exchange-traded funds (ETFs)
    + Floating rate securities in a rising rate environment
  • WisdomTree Thematic Webinar with Wood Mackenzie and Team8 Recorded: Mar 4 2021 58 mins
    Chris Gannatti, WisdomTree | Liran Grinberg, Team8 | Milan Thakore & Gavin Montgomery, WoodMac | Nitesh Shah, WisdomTree
    The Covid-19 pandemic has accelerated the digital transformation of many firms, making cybersecurity more important than ever. Additionally, many countries—even including the U.S. under the Biden Administration—are focused on the environment with a key pillar being the transition from internal combustion engines to electric vehicles, driving advances in battery development.

    View this webinar where Christopher Gannatti, Head of Research Europe, WisdomTree, will be joined by industry experts in the world of cybersecurity and Battery Technology. Liran Grinberg, Team8 and Milan Thakore & Gavin Montgomery, Wood MacKenzie will explore developments within these industries, as we look at how investors may be able to utilise thematic strategies to enhance their portfolios.

    Highlights include:
    + Setting the context of the current market environment
    + Developments, drivers and characteristics within 7 key cyber securities themes
    + Electric vehicle sales, battery supply chains and developments in cell chemistries

    This will be followed by a live Q&A session moderated by Christopher Gannatti and joined by Nitesh Shah, Director, Research, WisdomTree.

    This webinar is CPD certified.
  • Commodities Series Part iii: Mind the (infrastructure) gap Recorded: Mar 2 2021 33 mins
    Nitesh Shah, Director, Research, WisdomTree
    The World Economic Forum’s Global Future Council (GFC) on Infrastructure claimed the world is facing a US$15trillion infrastructure gap by 2040. Efforts to bridge infrastructure gaps in the past decade have been thwarted by a lack of policy inertia, policy paralysis and more urgent crises to deal with (COVID-19 comes to mind). But in 2021, are the stars aligned for a renewed effort?
    •A Democratic sweep in the US unblocking potential roadblocks
    •China employing its traditional form of stimulus
    •Brexit negotiations no longer taking as much political bandwidth as in the recent past
    •A global ‘green’ recovery being highly sought after

    We believe an infrastructure-led structural recovery will support commodities for longer than the normal business cycle recovery. In part iii of this webinar series we will explore the drivers and likelihood of an increase in infrastructure spend boom as well as which commodities we favour if it were to happen.

    After a challenging start to 2020, the commodities complex recovered well in the second half of the year and is entering 2021 with a lot of positive momentum. Across this series we take a look at the key themes that we believe are likely to drive the commodities markets in 2021.
    •A cyclical economic recovery – how will the manufacturing rebound impact commodities?
    •Structural recovery - will infrastructure investment add a further tailwind to commodities?
    •A focus on the environment – is the green energy transition accelerating?
    •La Niña – how can nature disrupt the agriculture complex?

    Other webinars in this series:
    + Part i: The impending reflation and portfolio readiness
    + Part ii: A red sky at night, a commodity trader’s delight?
    + Part iv: Commodities, environment & the accelerating green energy transition
Live webinars & videos covering developments across global markets.
At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.

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  • Title: Energy Transition Part 3 Copper: The metal for electrification
  • Live at: Sep 22 2021 2:00 pm
  • Presented by: Nitesh Shah, Director, Research, WisdomTree | Colin Bennett, International Copper Association
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