S&P Global Market Intelligence recently hosted a panel discussion in London to discuss the mining outlook for 2018. Our panelists include experts from S&P Global Ratings, Anglo American Plc, Bernstein Investment Research, and Management and Investec Asset Management.
- Mining Hot Spots, Growth and Risk
Where are the hot spots in 2018? Which countries are becoming riskier for mining? What will be the impact of politics on corporate strategies, growth, and risk?
- Demand, Supply and Mining Costs
How will changes in industrial production impact metals demand? What are the forecasts for new mined supply? What are the trends in mined ore grades and operating costs? Which major metal will have the greatest shortfall in supply?
- Exploration Budgets and Trends
What trends should we expect in 2018? Which metals and regions will have the highest budget expectations?
- Investment Strategies
Which investment strategies will make most sense? What is the consensus forecast for metals prices?
S&P Global Market Intelligence - Director of Metals & Mining Research
S&P Global Ratings - Simon Redmond, Director of Corporate Ratings
Anglo American Plc - Peter Schmitz, Head of Commodity Research
Bernstein Investment Research and Management - Paul Gait, Senior Research Analyst
Investec Asset Management - George Cheveley, Portfolio Manager