CRU Webinar: Challenges facing the North American metals supply chain

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Presented by

Lynn Lupori, Steve Williamson, Josh Spoores, Ibrahim Yucel, Alex Laugharne, Robert Edwards

About this talk

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?

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