Recent Developments, Outlook & Risks

• Analysis of the global metals market after COVID-19
• Renewables sector benefiting high performance steel alloys
• Which new metals should investors be looking at?

Presented by John Baffes, Senior Economist at World Bank Group

Time stamps:
00:00 – Intro
02:08 – Global growth & macro conditions
06:24 – Covid impact on commodity prices
08:04 – Oil price forecast
10:44 – Oil demand forecast
14:24 – Oil supply conditions
19:54 – Metals price recovery
21:24 – China metals consumption
22:54 – Precious metals prices
27:09 – Agricultural price spike
31:04 – Price forecasts for all commodities
31:54 – Risks to the outlook
35:33 – Q&A on EVs impact
40:51 – $2trillion infrastructure spend
43:21 – Low interest rates helping commodities