Day TWO
Thursday, February 5
16:00–17:30

Global Commodities in a Slowing Global Economy

We invite industry experts, including senior representatives of the world’s leading consultancies, to share their views on the current position of the commodity cycle and the direction that markets will turn from here.

The main topics for the discussion include: How robust are the drivers propelling the current commodity cycle? Which sectors are more immune to the widening decline of the global economy? Should we expect consolidation trends in the metals and mining industry to intensify in times of financial crisis? To what extent can cost deflation offset the continuing decline in commodity prices? Should we expect a vigorous rebound or slow recovery in commodity prices when demand eventually comes back?

Moderator:
Christof Ruehl, Group Chief Economist and Vice President, BP plc

Speakers:
James Barty, Global Strategist, Arrowgrass
John Campbell, Partner, Metals & Mining Leader, PricewaterhouseCoopers
Sergey Grebenkin, CIS Regional Manager, Trafigura Beheer BV, Moscow representative office
Neil Meader, Research Director, GFMS Limited
Paul Robinson, Group Manager, Non-Ferrous Metals, CRU Group
Jim Rogers, International Investor, Author of “Adventure Capitalist”