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

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Presented by

Aaron Pollock, Steve Williamson, Josh Spoores and Chenfei Wang

About this talk

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.

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