13/12/2022

Commodities in Focus

Jim Rogers and Clive Hale discuss commodities, index selection and the best motorbike to ride around the world 🌎

09/08/2022

Comprendere l'universo delle materie prime [Webinar in Italian]

Le materie prime rappresentano una componente importantissima di ogni economia moderna. Esse possono essere raggruppate in sotto-insiemi molto diversi fra di loro, per caratteristiche ed utilizzo. Ricordiamo ad esempio le derrate agricole, le risorse energetiche e i metalli. In questo seminario cercheremo di capire quali sono le alternative disponibili per potere investire in questa asset class.

02/08/2022

Inflazione alle stelle: le materie prime sono di aiuto [Webinar in Italian]

Webinar in cui mostriamo come, in praticamente ogni circostanza di mercato, investire in materie prime consente di ottenere una copertura adeguata dagli effetti dell'inflazione inaspettata

28/07/2022

Quattro minerali fondamentali per la transizione verso la sostenibilità [Webinar in Italian]

I prossimi anni saranno caratterizzati da un grande sforzo per liberarsi, almeno parzialmente, dalla dipendenza da combustibili fossili. Tale processo passerà inevitabilmente per una maggiore elettrificazione. A sua volta ciò aumenterà la domanda di alcuni minerali chiave, la cui offerta oggi é tutto fuorché garantita.

19/07/2022

To Warrant or Not to Warrant, That Is The Question

With base metals providing pure diversification from traditional assets and exposure to the green revolution, along with the uncertainty of potential hyperinflation and a major recession, it is essential to understand the London Metal Exchange (LME) and how these base metals can be held and settled.

The LME is the world's largest spot metal exchange with metals stored in a global network of warehouses.

31/05/2022

Four Metals Shaping the Modern Economy

We look at some of the four most prominent metals in the new world economy, examining why copper, nickel, cobalt and platinum could be ones to watch over the coming years.

Metals and Mining Series - 1/4

24/05/2022

Skyrocketing Inflation - Commodities to the Rescue?

An insight into input cost inflation, and how an increase in such creates a feedback loop for inflation as a whole. Can commodities help your portfolio outperform inflation when traditional assets are struggling?

Benefits of Commodity Investing Series - 3/4

12/05/2022

Commodity Exposure and the Energy Transition

The webinar will show how the energy transition is by its nature metal intensive and while investors have seized the opportunity through investments in thematic equities, there is a question as to whether they have overlooked the strategic significance of the role of commodities and the investment opportunity they represent.

Investing in Commodities Series - 4/4

03/05/2022

Understanding the Commodities Universe - Softs, Hards, Ags

Commodities are an asset class that can prove challenging for investors but one that can bring potential diversification benefits to portfolios at times of broader market stress.

Investing in Commodities Series - 1/4

19/04/2022

Will the Russian Invasion of Ukraine delay Net Zero?

The Russian Invasion of Ukraine has precipitated a humanitarian catastrophe and thrown many world markets into turmoil. Much of the global response has been in the form of sanctions, which have put pressure on energy supplies and put the future of many mineral inputs under the spotlight.

In this webinar, we examine the ramifications of the war from a net zero perspective. Will the sanctions delay the drive to net zero? How might global commodities markets be disrupted? Will the war itself distract governments from the importance of decarbonisation? Is the end of globalisation nigh, and what effect might this have on the green agenda?

16/02/2022

Metals Driving the Electric Vehicle Revolution

With the potential to reduce emissions and address climate change, electric vehicle infrastructure is set to become a dominant technology in the coming decades. Global economies are quickly joining the campaign to electrify the roads and create a more sustainable future. The advancement of battery technology and charging infrastructure are accelerating the transition from the internal combustion engine to electric vehicles. Numerous metals look to benefit from this transition.

Join Tim Harvey, CEO of NTree International and Geoffrey Post, Director at Pelter Street Associates, to discuss the metals vital to this change and how to prepare your portfolio for the EV transition.

18/01/2022

Nickel: A Metal for the Future with the Nickel Institute

Nickel is a metal that is much in demand today. Many will be familiar with its use in stainless steel and in applications such as pipes for clean water. However, it is its use in new technologies which is going to create incremental demand over the next decade and beyond. NTree’s CEO, Tim Harvey and the Nickel Institute’s Director, Richard Matheson discuss the current and future use trends of nickel.

Richard leads the Market Development team to promote the use of nickel in appropriate applications. Richard has represented the Nickel Institute since 2007. He has extensive knowledge of nickel and its applications and has helped establish and grow markets for nickel-containing products in diverse sectors, including concrete reinforcement, plumbing and civil engineering.

Professional investors can expect to gain an insight on the future of the nickel market.

15/12/2021

2022 Metals Outlook w/ CRU

In this second instalment of our Outlook series, NTree's Head of Research, Hamad Ebrahim and CRU's Director, Paul Robinson discuss the past, present, and future trends in the metals markets, particularly precious and base metals.

Paul has over 25 years’ experience in commodity industries working across the metals, mining, and power sectors. He is a member of CRU’s Group Executive and works on M&A activities and broader business development opportunities for the company.

Professional investors can expect to gain an insight on the precious and base metals markets into the next year, and the future technology causing the headwinds in commodity consumption. Additionally, what metals may benefit from a stronger ESG focus through clean energy technologies.

08/09/2021

Future of Metals Conference - London, 8th September

We are pleased to invite you to attend the Global Palladium Fund conference that will be held at No.11 Cavendish Square, London W1G 0AN. The event will be followed by a networking reception.

Topics to be covered include:

• Metals Outlook 2021
• Electrification and urbanisation - impact on metals
• Nickel and the EV market
• Metal in focus: Cobalt
• Challenges facing the mining and metals sector in the drive to net zero

Confirmed speakers and panelists include:

• Anton Berlin, Vice President, Sales and Distribution, Nornickel Rebecca Campbell, Partner, Global Mining & Metals Industry Group Lead, White & Case
• Charlie Durrant, Prinicipal Consultant, Copper, CRU
• Tom Kendall, Global Head of Metals Sales, ICBC Standard Bank Sarah Macnaughton, Principal Analyst, CRU Sustainability
• John Metcalf, Director, BASF Metals Limited
• Alexander Stoyanov, CEO, Global Palladium Fund

Timetable:

• 14:30-14:55 Registration
• 15:00-17.30 Presentations and panel discussion
• 17:30-19.30 Networking Reception

To register for the event, please contact us via our contact page.

26/08/2021

(ETF Stream Webinar) The Rise of Metal ETCs: Aiding in the Green Transition

Unprecedented inflows poured into clean energy ETFs last year with industrial metals playing a key role in the transition to a more sustainable economy.

Now, over $80trn is expected to be spent on electrification, renewable utilities, batteries and energy efficiency by 2050 as the campaign to green the global energy mix looks set to extend well over three decades.

This webinar will examine the role of industrial metals in powering this structural shift, what mining companies can do to be more sustainable and how metals ETCs can stand to benefit in the long-term.

Speakers: Tim Harvey, CEO, NTree International Raj Kumar, Managing Director, ICBC Standard Bank Anton Berlin, Vice-President Sales and Commerce, Nornickel Tom Eckett, Editor, ETF Stream (Moderator)

21/04/2021

The Outlook for Precious and Base Metals with Paul Robinson, CRU

Hamad Ebrahim, NTree’s head of research, in discussion Paul Robinson, Director, CRU. Covering the outlook for gold, silver, platinum, palladium, copper and nickel as well as whether a commodity supercycle has begun or not.

24/02/2021

Spotlight Series IV: Nickel - Against the Internal Combustion Engine

“Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way,” announced Elon Musk in July 2020 - such is the importance of the metal in making Electric Vehicles (EVs) viable as a mainstream mode of personal transport.

In this episode of Metal.Digital’s Spotlight Series, we analyse Nickel’s role in a decarbonising economy, thereby examining some of supply and demand-side factors that may affect the spot price of Nickel.

Take a look at the BrightTALK page below for more information, and to register for the free webinar.

22/12/2020

2020: A Great Year for Metals?

The turbulence of 2020’s Coronavirus crisis has meant that many asset classes have experienced a great deal of volatility this year, but certain metals have offered strong returns. Both as directional trades, diversifiers, and inflation hedges, metals can be attractive to investors of all stripes, not least as that turbulence looks set to continue into 2021.

Professional investors will leave with a better understanding of the key trends of 2020, equipping them to better understand the commodities market in 2021.

Take a look at the event page over on BrightTALK for more information on this free webinar.