Expect critical market updates and discussions driven by your questions
Recent potash market developments have resulted in the largest weekly price increase since 2011. Nutrien is in talks with BHP over a partnership involving the Jansen project. Belarus is at risk of sanctions from the EU and the US, potentially throwing global potash trade off-kilter. Mosaic is cutting production while Nutrien is planning to increase it. The potash market is changing by the day – join us for an update and how we expect the market to evolve over the coming 12 months.
Please submit questions in advance to Chris.Lawson@crugroup.com
Eoin Dinsmore, Gregory Wittbecker, Paul Williams, Kelly Driscoll, Ross Strachan, Wan Ling
CRU's next Aluminium Q&A on 2 June focuses on the Aluminium Beverage Can Market, which is strongly supported by growth in beverage markets and substitution against both glass and PET. Join CRU's global Aluminium experts to discuss the following:
• New products such as energy drinks, hard seltzers and mixed cocktails are supporting growth of the can and, with potential further backlashes against PET, offer further potential growth in CSDs and in water – how much upside is there?
• Will can makers keep pace with demand?
• And with demand for can sheet set to grow at a CAGR over around 4% for the next decade, where will rolling capacity come from?
• How will sustainability issues impact the sector?
• Growing discussion on recycling targets in the EU and continuing failures of plastic recycling in the US bring more momentum to packaging deposit bills.
• What will it take for fillers to overcome their long-held opposition to deposit?
To remain competitive and profitable in the mining and metals industry, companies must champion decarbonisation strategies and take action now. Discover the data and resources industry leaders are relying on to ensure they deliver results.
To request an analyst-led demo, please email Kaitlin Turnley at email@example.com.
Marta Dec, Lavan Mahadeva, Ben Jones, Erik Heimlich, Paul Wiggers De Vries
Low-emission mining offers an opportunity to make both environmental and commercial gains. Join us to uncover how the mining industry is approaching this challenge, discover how ESG trends are reshaping the industry, and learn about the future of green metals.
Josie Armstrong, Head of Fertilizers and Chemicals Consulting, CRU Consulting
Green ammonia could be a key enabler of the hydrogen economy and global decarbonization. In this webinar, CRU experts introduce green ammonia and its potential use in as a carbon free feedstock in traditional uses (e.g. fertilizer, explosives) and new energy applications (e.g. marine fuel). In addition, CRU provides an assessment of the potential feasibility of green ammonia in Chile’s hydrogen strategy, for which there is a strong public policy push, as well as more broadly in Latin America. The presentation also includes analysis of the green ammonia cost competitiveness versus brown ammonia, and factors that should accelerate the adoption of green ammonia, as well as factors to consider in assessing the feasibility of green ammonia projects.
In this webinar, we look ahead to prospects for 2021, drawing on our own views and on a survey of our clients. We expect 2021 to be a year of recovery in the global economy, commodity markets and key end-use sectors, underpinned by Covid vaccination and continued policy support. However, Covid-19 remains the single most significant risk to the outlook, with fiscal policy, corporate insolvency and the energy transition also major issues for the metals, mining and fertilizers industries. We expect China will announce new development targets, amid a continued economic recovery and a strengthening RMB.
CRU Group have developed a web-based tool to enable companies to understand emissions data at the company and asset level to make better decisions. Visit www.crugroup.com/emissions to learn more or request a demo with our experts by emailing firstname.lastname@example.org.
Lavan Mahadeva, Martin Jackson and Alexander Ordosch
Refocusing on steel and aluminium value chains, we analyse technology solution feasibility and the implications of the developing circular economy for ferrous and aluminium scrap markets. Key issues discussed include the potential impact on electricity prices from increased use of hydrogen-based steelmaking, adequacy of scrap supply in certain economies and meeting product quality requirements through scrap-based production technology improvements. CRU also highlights the gap between forecasted emissions generation and those required to meet temperature rise limitation scenarios.
This Emissions Q&A session focusses on the timing and form of climate policy development across various jurisdictions and some of the key implications for the future shape of industry. In particular, the relationships between China’s 14th Five Year Plan and steps toward carbon neutrality and Paris agreement targets are examined. Questions around the balance between state interventionism and market-driven solutions are discussed, along with the consequences for producers outside China and the potential for more rapid development of higher-value exports from China. CRU also takes a look at expectations from the new Biden administration and its stated policy positions, and possible carbon price scenarios, trade distortions and technology investments stemming from policy decisions.
Chris Houlden, Ryan Smith, Andrew Gadd and Ben Carstein
CRU answers key questions such as where the majority of emissions in the supply chain lie, how they can be abated and by what means. Issues addressed include the importance of understanding location, logistics and fugitive emissions in mining, and the impact and effectiveness of carbon capture and energy reduction practices in steelmaking. Across the supply chain, the effect on emissions of changes in production technology and operating practices are examined. In addition, key aspects of CRU’s methodology and approach are explained – key considerations in the sourcing and use of reliable through-supply chain emissions data in benchmarking and other applications.
On this channel, you will get access to CRU’s webinars across the ferrous, non-ferrous and fertilizers sector. Please register to tailor your alerts so you will not miss out on any upcoming webinars, whilst listening to our past webinars.
Policy in China and the US: Implications for Autos and Metal MarketsJumana Salaheen, Yingrui Wang, Alex Tuckett and Ippolito Tarabini[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]45 mins