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CRU Supercycle Series: What is a supercycle?

Lavan Mahadeva defines what actually is a supercycle.
Recorded Mar 2 2021 3 mins
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Lavan Mahadeva
Presentation preview: CRU Supercycle Series: What is a supercycle?

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    1.The rotation of consumer demand from durables to services
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    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
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    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?
  • Join industry leaders and accelerate your journey towards net zero Recorded: May 28 2021 1 min
    Lavan Mahadeva
    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.

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  • Policy in China and the US: Implications for Autos and Metal Markets Recorded: Apr 8 2021 46 mins
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    The CRU Economics team will discuss what economic policy in China and the US means for global metal markets, as well as how the global shortage of semi-conductors is affecting the automotive sector.
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  • CRU Supercycle Series: What is a supercycle? Recorded: Mar 2 2021 3 mins
    Lavan Mahadeva
    Lavan Mahadeva defines what actually is a supercycle.
  • CRU Supercycle Series: Introduction Recorded: Mar 1 2021 1 min
    Chris Lawson
    Chris Lawson introduces our Supercycle series.
  • The green ammonia market opportunity in Chile and Latin America Recorded: Mar 1 2021 25 mins
    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.
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  • Title: CRU Supercycle Series: What is a supercycle?
  • Live at: Mar 2 2021 1:30 pm
  • Presented by: Lavan Mahadeva
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