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GLGi: Base Metals: Putting the Super Cycle Theory to the Test

Time & Location

Originally Presented: November 29, 2006

Presenter(s):

Neil BuxtonWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Managing Director, GFMS Metal Consulting Ltd

Member of the Energy & Industrials Council

Agenda:

  • Key underlying drivers of the market
  • Supply, demand and price outlook with particular focus on the impact of China, India
  • Conditions in the key downstream markets that drive demand
  • Lack of investment in mining capacity and new potential sources of supply

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