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
- 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?