Trade Wars, Global Conflict, and Capital Flows: Shaping Mining’s Future

  • How are US–China export curbs on commodities reshaping global mining costs and investment strategy?
  • What impact are geopolitical tensions, like Middle East instability, having on commodity prices and mining risk assessments?
  • How urgent is it for investors to support non-Chinese mining and refining projects, given China’s dominance in rare earths
  • Is the “friend-shoring” trend, such as US and G7 backing for domestic rareearth projects, offering a more stable investment path?
  • How are currency and de-dollarization shifts influencing mining financing and trade?
  • Which funding structures help insulate mining investments against macro uncertainty?


Monday 17 November 09:15 - 10:00

Add to calendar 11/17/2025 09:15 11/17/2025 10:00 Trade Wars, Global Conflict, and Capital Flows: Shaping Mining’s Future
  • How are US–China export curbs on commodities reshaping global mining costs and investment strategy?
  • What impact are geopolitical tensions, like Middle East instability, having on commodity prices and mining risk assessments?
  • How urgent is it for investors to support non-Chinese mining and refining projects, given China’s dominance in rare earths
  • Is the “friend-shoring” trend, such as US and G7 backing for domestic rareearth projects, offering a more stable investment path?
  • How are currency and de-dollarization shifts influencing mining financing and trade?
  • Which funding structures help insulate mining investments against macro uncertainty?
Europe/London
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