Gregory Wittbecker, Eoin Dinsmore, Wan Ling and Ross Strachan
About this talk
We will delve into how the market outlook is changing and the key risks to the LME, SHFE prices and ingot premiums. Our view has been that prices dip in H2 2021 before a prolonged rally in the price begins from early 2022.
The 2022 rally is now looking at risk, as Chinese demand slows faster than expected and smelter ramp-ups come apace. However, key risks persist, particularly around supply growth in China.
Join this "ask the analyst" session, providing critical market updates and discussions driven by your questions.
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