CRU Breakfast Main Session 2022 LME Week

Presented by

Charlie Durant, Ross Strachan, Vanessa Davidson, James Campbell, Piotr Kulas, Chris Lawson

About this talk

The CRU Breakfast returned this year on the 25th of October during LME week. Our analysts and experts were available to discuss the critical issues, challenges, and opportunities in the commodity markets. The CRU Main Session Summary Inflation has reached multi-decade highs in the US and in Europe. Food and energy prices have rocketed, leading to a collapse in consumer confidence and headwinds for commodity demand. The energy crunch is far from ending – high prices will remain. Volatility is set to intensify amid a precarious geopolitical environment. Commodity and metals markets are deeply exposed. The prevalent recession risks could severely dampen demand. But inventories are low. Supply is exposed to fast changing terms of trade. Under-investment will bite. The CRU breakfast will provide insights into the implications of high energy prices and inflation on commodity and metals markets, while answering. How will commodity producer costs and margins change in this new environment? What is the impact on downstream consumers? Who are the regional winners and losers? How does bipolarity change commodity trade flows? Does this slow or accelerate the energy transition?
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