Name: CEO Roundtable for Investors: Aluminium, copper & steel sustainability assurance
Start: 2022-02-01T09:00:00Z
End: 2022-02-01T10:03:52.000Z
Location: BrightTALK
Rating: 5

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The pent-up demand that has been building in the automotive supply chain is going to be unleashed just as gas prices in the US hit $5 per gallon. US automobile consumers may turn to the emerging EV market to satisfy the itch for a new vehicle while trying to avoid $100 per fill-up at the gas pumps. The EV demand, and with it, EV battery demand will fire-up quickly.

Is the automotive supply chain in the Americas region ready for these new challenges and how will it impact the commodity markets? What are the expectations of commodity consumption through 2023 by the automotive market?

During this webinar, CRU experts from the aluminium, steel, and base-metals markets will appraise the latest developments, challenges, and issues in the Automotive sector and answer questions from the audience.

The complimentary live webinar includes discussion and Q&A, addressing the following topics: 
1. The automotive supply chain is improving, will it return to pre-Covid build rates? 
2. Wire and cable found new applications in EVs, what does this mean to copper/aluminium demand outlook? 
3. The automotive industry is moving from ‘just in time’ to ‘just in case’, how will the supply chain cope with the changes?

The session will be hosted by Aaron Pollock, Vice President of Sales - The Americas, with speakers Steve Williamson, Research Manager - Aluminium, Josh Spoores, Principal Analyst – Steel, and Chenfei Wang, Senior Analyst – Base Metals.

Supply chain challenges in the automotive sector: Impact on the commodity market

The fertilizer market has drastically changed over the past year. The war in Ukraine and its subsequent sanctions, protectionist trade policies, and gas price inflation have all changed how we do business and who we conduct business with. 

As the fertilizer industry prepares to gather at the annual IFA conference in Vienna, this webinar addresses the key issues across the industry and prepares you for your business meetings.

The complimentary live webinar includes discussion and Q&A, addressing the following topics:
o Understand how the war in Ukraine has changed the supply and demand dynamics of the fertilizer industry 
o Where are prices now and what is their projected direction over the next 12 months? 
o How has investment appetite in the industry changed, where does ESG fit into this?

IFA Conference 2022–The fertilizer market information you need before the event

North American demand for steel, aluminium, copper and battery metals is at unprecedented heights.  The convergence of circular economies, a sustainability-minded consumer base, and overall economic growth is stretching these value chains to the brink. With exciting new investments being announced to bridge the supply deficits, CRU forecasts sustained demand for North American products despite inflationary headwinds and war in Ukraine triggering a redesign of strategic supply chains.

The complimentary live webinar includes discussion and Q&A, addressing the following topics:
• The Globalization era is coming to an end, how will domestic and local supply chains evolve to support these value chains?
• What is behind the recent wave of investment in greenfield and brownfield assets including the first new aluminium Hot Mill in the US in nearly 4 decades?
• How will recycled materials factor into CRU’s supply models to underpin the demand projections?

CRU Webinar: Challenges facing the North American metals supply chain

CRU have identified a number of key battery market themes to watch in 2022. These cover topics including raw materials pricing, supply chain investment and restructuring, battery chemistries and EV sales.

During this webinar, we will discuss the latest developments in these areas and answer questions from the audience as well as discuss market impacts from the war in Ukraine:

Review of CRU’s 2022 market themes
Discussion of recent developments & current market dynamics
Impacts from the war in Ukraine
Q&A

Discussing the latest on CRU’s battery metals themes for 2022

With markets in apparent disarray, experts from all major commodity areas will join with CRU’s Head of Economics and an energy specialist to appraise markets one month on from the invasion of Ukraine. They will share their independent analysis of the implications of the war on commodity markets now, and in future scenarios.

The free webinar includes discussion and Q&A, addressing the following topics:
1. Who’s hit hardest and what does recovery look like?
2. Where will lost supply come from, and at what cost?
3. Where next for commodity and energy prices and what will this mean for inflation?

Agenda Overview- 
1. The impact of sanctions and high energy prices
2. Disruption to supply
3. Demand destruction
4. The role of China and other potential markets for Russia

War in Ukraine – The impact on commodity markets

How the war in Ukraine is impacting the aluminium industry

The war in Ukraine is impacting the entire aluminium value chain from carbon products upstream all the way to beverage packaging downstream. The situation is evolving rapidly and there are a wide range of scenarios depending on trade flows, costs, demand and output. In this webinar we will share our latest views on these topics and answer your questions on these issues.

Join CRU Aluminium’s Q&A Session

How will the world economy change by 2050 and what does it mean for commodities?

In this short Q&A session we will be discussing our world macroeconomic outlook to 2050, which will touch on multiple key themes for the commodity sector’s future. More specifically, among others, we will delve into the topics of:

• Emerging markets’ increasing share of the world economy
• China’s lower future construction needs
• India’s eventual industrialisation
• The costs of climate change

Join CRU’s 2050 Macroeconomic Outlook Q&A

2022 will see a further sharp increase in corporate costs for aluminium rollers, as raw material and power costs continue to rise dramatically. Raw materials generally represent 70% to 90% of corporate costs for mills, therefore further increases are applying significant pressure on producers. CRU’s Aluminium rolling cost model (ARC) can help producers fully understand the cost landscape and remain competitive in a highly inflationary market. 
While costs are one of main driver for mills, emissions also continue to be a key area of focus. In line with this CRU has designed ARC to calculate Scope 1 & 2 greenhouse gas (GHG) emissions for every mill, key product and major stage of production. 
Please join us for our latest webinar which will provide a deep dive on the Aluminium Rolling Cost model and provide further insight on how this can help your company in an ever more challenging market. We welcome you to raise questions in advance so we can address them during the webinar.

Agenda
Current cost landscape
- How ARC is designed (by Mill, product etc.)
- Case study to show a key value area of ARC
- Q&A 

Speakers from CRU Aluminium team,
Ross Strachan, Principle Analyst
Kelly Driscoll, Research Manager
Paul Williams, Head of Aluminium
Caroline Alglave, Senior Analyst

Aluminium Series - Navigating through the volatility in Aluminium Rolling Market

What is in store for the Asian market after the market opens for business after the China New Year holidays? What will be the impact of the Beijing Olympics on the production in the region? Will 2022 be a sequel of 2020 and 2021 or can the stimulus measures by the governments help drive demand? What are the downside risks to the outlook for 2022? Join to listen to CRU analysts speak on this topics and answer your questions on the steel market.

This webinar will cover:
• 2022 Outlook for China 
• Longs market outlook 
• Specific risks for 2022

Southeast Asian Webinar Series: What to expect in the steel market in 2022?

• The low-emission ammonia market (blue, green and turquoise ammonia) is attracting unprecedented attention across the commodities space, with over 80 million tonnes of speculative capacity announced in 2021 alone
• There is no shortage of hype surrounding the potential of low-emission ammonia as a decarbonisation solution… 
• … but nitrogen is a hard to abate industry, and its value to food security cannot be understated. 
• This CRU webinar will delve into the background of low-emission ammonia, provide an overview of projects announced thus far, as well as the costs and environmental challenges. 
• We will highlight some of the in-depth research conducted by different CRU teams, including our newly formed CRU Sustainability department, to help better understand this industry.

Low-emission ammonia – cutting through the hype… and the colours

What does 2022 hold for Steel, Aluminium and Copper? 

CRU's leading commodity experts discuss what they believe 2022 will have in store for their respective commodities. Our Principal Economist, Alex Tuckett, will also share his global macroeconomic overview.

Big Questions for Metals in 2022.

Nitrogen, like many other industries covered by CRU, is hard to abate. And its role in global food security has never been more pertinent than now, with prices at record highs due to high energy prices and supply issues. The market is highly sensitive to corporate and governmental emission reduction targets and carbon pricing schemes – but there are also opportunities being presented through new technologies. 

To navigate these short and long term themes, the industry needs transparent and standardized emissions data. This data will be at the center of this critical market discussion. 

Discover the data and join the discussion. Get in touch about topics discussed in this webinar by emailing kaitlin.turnley@crugroup.com.

Food to Fuel: Critical emissions considerations for the nitrogen industry

Join us to discuss all major trends that will affect base metals costs in the next 5 years. From energy intensities, new technologies, fiscal policy changes to transportation costs & by-product credits – the CRU Costs & Emissions team will deep dive into all relevant drivers, shaping up the cost curves of base metals producers.

1. What is the trajectory for C1 costs for base metals in next 5 years? 
2. What are the key drivers to watch out for – shaping up costs of base metals producers? 
3. What are the opportunities for base metals producers in cost space?

Top Five Themes to Drive Base Metals Cost Trajectory

Producers set up US HV subsea cable plants 

As 2021 drew to a close, offshore wind once again stole the show, particularly in the emerging US market. Two European producers announced that they were setting up subsea cable production plants in the US, both of which are directly linked to US OWF projects. Watch our webcast for excerpts from our December report.

CRU Wire & Cable News December 2021 highlights

Strong financials and cable demand despite supply chain issues

November’s issue of CRU Wire & Cable News is full of expansions, financial results and projects. What stands out in all these bits of content is that the producers are expanding energy and communication cables production to cater to increased demand, financial results are actually quite good and there are a diverse number of projects being awarded, some of them quite substantial. Watch our webcast for excerpts from the report.

CRU Wire & Cable News November 2021 highlights

As global drinks industry continues its drive towards increased sustainability, the future of the aluminium beverage can looks more secure than ever. Indeed, with can stock representing 24% of global rolled products consumption, and continued growth expected for at least the next decade, the outlook is very positive. 

However, there are still many challenges that the sector faces. There is considerable downside risks to demand short-term from escalating inflationary pressures on the beverage sector, along with disruptions to global supply chains. But at the same time, if demand maintains current growth trends, will there be enough capacity across the supply chain in the longer term to meet the sector’s needs?

In the next CRU Aluminium Q&A session, we will be focusing on the Beverage Can Market Outlook, providing a brief demo of our current market coverage and providing a deep dive on key market questions including: 

“Will capacity keep pace with demand over the long term?”
“What is the impact of supply chain disruptions?”
“What is the outlook for cans vs PET” 

Please join our panel on 01 December for this exciting discussion and pose your questions to our experts.

Speakers:
Steve Williamson, Research Manager of Demand and Downstream
Wan Ling, Head of Asia, Aluminum Assistant Chief Representative CRU China
Ross Strachan, Lead Analyst, Aluminium and Recycled Metal
James Wren, Senior Aluminium Analyst and Business Development Associate, CRU

CRU Aluminium Q&A series: Beverage Can Sheet Webinar

China is one of the key exporters of steel to the world. Its government is trying to restrict that trade flow. But market forces have now pushed Chinese export prices back to a much more competitive level. What is happening at the intersection of these competing dynamics and how will it impact your business?

Government pressures and market forces in Chinese steel exports

CEO's of the leading metal sustainability assurance schemes will come together for the first time to discuss why and how investors can work with these trusted frameworks to meet sustainability commitments while promoting sustainable production and consumption across aluminium, copper and steel sectors. 

Investors can better understand and mitigate ESG risks by working closely with the Aluminium Stewardship Initiative, The Copper Mark, and ResponsibleSteel. Join Lavan Mahadeva, CRU, and our partners:  Fiona Solomon, CEO, Aluminium Stewardship Initiative; Anne-Claire Howard, Executive Director, ResponsibleSteel; Michèle Brülhart, Executive Director, The Copper Mark. 
 The free webinar includes discussion and Q&A, addressing key considerations for investors:
 
o How should investors in metals need to engage with these assurance schemes?
o Why is this more than just emissions?
o How is this compatible with other ways in which investors will benchmark and monitor sustainability such as using third-party data (e.g CRU, ESG ratings data, reports etc.)

CEO Roundtable for Investors: Aluminium, copper & steel sustainability assurance

Commodities

Steel Market

Sustainability

Green Steel

Green Energy

Renewable Energy

Emissions

Investment Management

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CEO Roundtable for Investors: Aluminium, copper & steel sustainability assurance

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