Continued economic head winds buffeted metal prices in the quarter to September, and the macroeconomic outlook remains gloomy, with S&P Global Ratings downgrading global GDP growth in a recent update as governments seek to control inflation and the potential for recession increases in many jurisdictions. China, long the driver of global metals demand growth, is seeking to gradual reduce the country's greenhouse gas emissions – although energy security will be given priority — and there has been no relaxation in the Chinese governments zero-COVID policy; damping hopes of a strong economic recovery in Q4.
In contrast there was a more positive mood at LME week this year, around energy transition metals and the demand outlook over the next decade. Lithium concentrate prices reached new highs in the quarter and recent research from Commodity Insights has highlighted the lithium project pipeline is insufficient to meet looming supply gap.
Join us to recap the September quarter and to obtain our views for the remainder of the year and beyond.
Mark FergusonDirector, Metals & Mining Research, S&P Global Commodity Insights
Mark Ferguson is an Research Director and the Head of Mining Studies for the Metals & Mining Research division of S&P Global Market Intelligence. Full Bio
Mark Ferguson is an Research Director and the Head of Mining Studies for the Metals & Mining Research division of S&P Global Market Intelligence. Having worked for previous iterations of the division since 2004, Mark has extensive experience in producing exploration and supply-side studies for the mining sector.
He is currently responsible for providing strategic leadership and functional direction for the research group, and for managing production of the group’s reports and publications. These publications include annual editions of the Corporate Exploration Strategies and Strategies for Reserves Replacement studies, as well as various monthly and quarterly publications focused on global exploration, production, and market trends.
Mark holds an MSc in Earth Sciences from Dalhousie University. Minimize
Speakers
S&P Global Contributor
William MasonSenior Analyst, Metals and Mining, S&P Global Commodity Insights
William is a Research analyst working within the Metals & Mining Research team. His work is focused on creating and updating the production and cost models for mining operations globally. Full Bio
William is a Research analyst working within the Metals & Mining Research team. His work is focused on creating and updating the production and cost models for mining operations globally.
Prior to joining S&P Global Market Intelligence in 2018, William spent five years working as a geologist in Zambia, Turkey and DRC. During this time he worked on active mine sites which helped him develop a detailed understanding of the mining industry. He has a BSc in Engineering Geology and Geotechnics from the University of Exeter, Camborne School of Mines. Minimize
S&P Global Contributor
Jason HoldenSenior Analyst, Metals and Mining, S&P Global Commodity Insights
Jason is a Senior Mining Analyst working within the Metals and Mining Team in London. His primary focus is building asset level production and discounted cash flow models of mining operations across the globe, and writing associated research articles. Full Bio
Jason is a Senior Mining Analyst working within the Metals and Mining Team in London. His primary focus is building asset level production and discounted cash flow models of mining operations across the globe, and writing associated research articles. He is responsible for compiling and updating the platinum group metals supply estimates and has been heavily involved in the expansion of coverage of Chinese copper, gold, zinc and iron ore assets.
Prior to joining the team in 2018, he worked directly in the mining industry gaining experience in exploration geology and resource development. He was part of the discovery team of the Wodgina iron ore deposit in Australia and worked on the Lumwana copper project in Zambia. He also spent a year as a Mining Analyst in investment focused role with China Non-Ferrous Metals International Mining, in Beijing.
Jason holds a BSc (hons) in Applied Geology from Camborne School of Mines, and an MSc in Metals and Energy Finance from Imperial College London. He is a fellow of the Geological Society of London, and a member of the Society of Economic Geologists. Minimize
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