In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Max Layton, Global Head of Commodities Strategy at Citi. Together they discuss the challenges the metals sector has faced so far in 2023 and they explore when and how we might see the fortunes of this commodity sector becoming brighter again.
(00:00) Intro and Disclaimer
(01:44) The precious metals sector
(12:17) Base metal space and London Metal Exchange Week
(15:27) Copper
(23:22) Nickel
(27:30) ESG and decarbonisation
(32:40) Lithium and the energy transition
(38:28) Closing question
(39:28) Outro and disclaimer
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Nitesh: https://twitter.com/NiteshShahWT
Mobeen: https://twitter.com/MobeenTahirWT
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